Dynamics 365 for Sales: 3-Day Implementation

Do you need a quick implementation of Dynamics 365 for Sales? Encore has the answer: we call it "SwiftRM".

Our process provides a ready-to-use Dynamics 365 for Sales environment, with some personalization.

Agenda

Plan & Define

Utilize our quick and easy-to-use self-guided assessment survey to select the key fields and other personalizations you require. These are above and beyond our basic functionality to meet your desired solution set up.

Handover

Submit your assessment survey to Encore experts for review of your unique requirements; and start the clock on your 3-day delivery!

Configuration

Encore’s CRM specialists apply our methodology to configure your solution by combining your specifications with our must have out-of-the-box functionality to create the ultimate relationship management platform for your organization.

Delivery & Rollout

Now designed and configured to your specifications, Encore releases your personalized environment carefully tailored for your business. Time for training!

Deliverables:

Encore will perform the following activities to implement Dynamics 365 for Sales:

• Meet virtually to perform a quick requirements analysis
• Implement the Contacts & Accounts modules
• Implement the Leads & Opportunities modules
• Add 5 custom fields to each of the Contacts, Accounts, Leads, and Opportunities Modules
• Create 1 Custom Entity with 10 Custom Fields
• Deploy activity tracking and the Dynamics 365 App for Outlook
• Provide new-user training and on-boarding