CRM QuickStart: 10-Day Implementation

This QuickStart from Stoneridge Software gets you up and running on Microsoft's Dynamics 365 Customer Engagement quickly.

We get your system provisioned; and set up your business units, users, and security. While deploying the Outlook client connecting Outlook to Customer Engagement, we import master data, customize your system - adding fields and personal views; and build you a custom report.

Finally, we provide training on your configured system and go-live support.

Agenda

Days 1-2

Get Started:

• Get your online system provisioned
• Set up your business units, users, and security
• Set up email with server-side sync

Days 3-4

Deploy the Dynamics 365 App for Outlook:

• Review your system requirements
• Provide training on the app for Outlook
• Provide information on mobile client access

Days 5-6

Load Master Data:

• Get lists of leads, contacts, accounts, etc.
• Import the master data

Days 7-8

Customize the System:

• Add custom fields to forms
• Create custom views
• Train on creation of personal views
• Build a report

Days 9-10

Go Live:

• Provide training documentation specific to your instance
• Conduct training
• Provide go-live support

Deliverables

• CRM system up-and-running
• Business units, users, and security setup
• Master data imported
• Installed Outlook client to connect CRM to Outlook
• Training on system

Note

This implementation may take between two to six weeks and pricing may vary depending on client data.