This plan includes rapid requirement analysis workshop, design and configuration, deployment, Express UAT and go-live in 2 weeks. This plan includes 80 hours of efforts. (£250 /day for any additional services). Basic functions of Sales department of the organization to be covered with out-of-the-box Dynamics 365 deployment with below implementation approach:

Configuring Dynamics 365
The configuration of Dynamics 365 for Small Business organization will include the following:

Creation of organization theme with logo
Defining system defaults for organization like fiscal year and currency
Define single level business unit
Defining Dynamics 365 users & up to 2 security roles
Single design per object (account, contact, lead/opportunity)
Maximum 12 field validation
25 field creation or modification across entities. Quote, order and invoice entities shall be standard out-of-the-box functionality (no modifications)

Customer (Account/Contact) Data Import

Import account and contacts in Microsoft Dynamics 365, provided the data is available in supported formats and in the Dynamics 365 supported data import templates: Maximum 21,000 records will be imported including account, contact, lead, opportunity, products and 3 pricelists.

Define Product & Price List

The out-of-the-box products and price list shall be configured into Dynamics 365.

Define Business Process with existing set of fields in entity Leads/Opportunity

Business processes will ensure that user enters data consistently and follow the same steps every time they work with a customer by creating a business process:

Qualify
Develop
Propose
Close

Define Alert

Workflows & alerts up to maximum 3 shall be created.

Reports and Dashboards

Pivotal default reports and default dashboards will be made available.

User Training

Train the trainer - to maximum 3 users and one admin user

Dynamics 365 CE Sales: 2-Wk Implementation

Compusoft

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