Dynamics 365 for Sales Demo: 2-Hr Briefing

Dynamics 365 for Sales is Microsoft’s CRM Solution for your Sales team. It is a flexible, cloud-based solution that provides a lot of functionality out of the box and can be easily tailored to suit your organisation. It provides capability that supports lead tracking, sales workflows, reporting, opportunity management, pipeline management, and more. There are other third party connectors available.

Our demo and briefing will highlight the key functionality available from Dynamics 365 and demonstrate the areas relevant to your organisation.

We will reach out in advance to gather your requirements to tailor the session.

Agenda

We will then arrange the demo and briefing, either on Skype or face-to-face, that covers:

• An overview of the capability available
• A demonstration of the key areas that are relevant to your business
• An overview of the wider capability available from the Microsoft platform that supports Dynamics 365, such as Microsoft Azure and Microsoft Office 365
• Relevant case studies of similar businesses and use cases
• Discussion of your business’ requirements and current situation

Deliverables

Based on the information discussed in the session you will have a high-level understanding of the solution, costs, and potential timeline for your move to Dynamics 365 for Sales.

Note

The above approach is an example and the demo and briefing will be tailored to suit your exact requirements and is flexible to your needs.