*A profound engagement that leads to a robust implementation of Dynamics 365 CE Sales module, enabling faster value realization*
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. ($350 /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:
Workflows & alerts up to maximum 3 shall be created.
**Reports and Dashboards**
Pivotal default reports and default dashboards will be made available.
Train the trainer - to maximum 3 users and one admin user