Our Microsoft Dynamics 365 for Sales implementation gets you up and running in under two weeks.
Agenda
Week 1
Project Kick-off
Review the two-week project plan and dates
Discuss your bespoke Dynamics 365 customizations/requirements
Discuss your Dynamics 365 data requirements
Deployment of Dynamics 365
Get you signed up to Dynamics 365 online (in the cloud)
Connect your Dynamics 365 to Office 365 (or help you sign up)
Build your bespoke configuration into Dynamics 365 leads, accounts, contacts,
Opportunities:
Customise fields
Personalise views
Build business rules and workflows
Configure users, security roles, and business units
Rollout the Dynamics 365 App for Outlook to your Dynamics 365 users (optional)
Allows your users to track Outlook emails, appointments, contacts and/or tasks into Dynamics 365 and associate them to a contact, account, lead, or opportunity record
Configure and test system
Week 2
Data Import
Import your lead, account, contact, and opportunity data into Dynamics 365
CSV template(s) to prepopulate – copy and paste your data
CSV template(s) into Dynamics 365
Training
End-user training for approximately eight users
Navigating around Dynamics 365
Using basic search functionality
Using advanced search functionality
Configuring Dashboards
Creating/updating/deleting records
Best practices in keeping Dynamics 365 relevant/clean
Latest Dynamics 365 for Sales features
Complimentary take-home training video and training material
Go-Live of Dynamics 365
Go-Live support
Support should you need assistance the day your new system goes live
Additional go-live support offerings on request
Deliverables
Essential configuration and data migration
Standard-user training (includes take-home training video and material)