Dynamics 365 CE Sales: 2-Wk Implementation

Compusoft Advisors

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:

  • Qualify
  • Develop
  • Propose
  • Close

Define Alert

Workflows & alerts up to maximum 3 shall be created.

Reports and Dashboards

Pivotal default reports and default dashboards will be made available.

User Training

Train the trainer - to maximum 3 users and one admin user

At a glance