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Dynamics 365 Sales Basic Configuration
Bond Consulting Services
Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.
Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.
We will guide the client to create a proper foundation of Dynamics 365 for Sales as follows:
Deliverables
- Activate and provision Dynamics 365 for Sales environment
- License, configure, and assign security rights (first 5 users) for Dynamics 365 users
- Configure Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in Dynamics 365, if applicable
Assumptions
- Exchange Online or Exchange Server required for Outlook integration
- BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
- Up to 5 users (additional scope required for more users)
- This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
- Dynamics 365 for Sales licensing required
At a glance
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