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Dynamics 365 Custom Implementation

Definity First

Our Dynamics 365 Custom Implementation offers a personalized solution that includes data migration, contact and opportunity configuration, custom Power BI reporting, and technical training.

Duration: 4-6 weeks Our Dynamics 365 Custom Implementation offers a personalized solution that includes data migration, contact and opportunity configuration, custom Power BI reporting, and functional and technical training for all your employees — experience faster success with a tailored Dynamics 365 solution that fits your unique needs.

Agenda During our Dynamics 365 Custom Implementation, we will cover the following:

  • Gain insight into the current technology usage by the executive and leadership team.
  • Connect with team members within the organization to identify business objectives, areas for improvement, desired changes, and ultimate business goals
  • Identify inefficiencies and potential technology risks.
  • Identify modules needed for a new solution.
  • New custom solution review and approval.
  • Assess how reporting can be tailored to meet your business needs.
  • Licensing and costs associated with upgrading to Dynamics 365.

Deliverables

  • A custom implementation to meet your specific process needs.
  • Functional scope of implementation.
  • A delivery plan including resources and costs.
  • Set up Dynamics 365: Customer Support, Sales, or Marketing.
  • Functional training: 2 sessions of 1 hr. each.
  • Technical training: 1 session of 1.5 hr.
  • Supplemental 3rd part components and integration options.
  • Data migration requirements
  • Post Go-Live Strategy.
  • Power BI and Reporting.
  • You will be up and running in 4-6 weeks.

Why Definity First? As a leading Microsoft Partner with over 19 years of experience, we have extensive expertise in leveraging Microsoft's suite of business solutions to revolutionize business operations. Our specialization in Dynamics 365 makes us uniquely equipped to transform your business operations, and our Discovery Session offers valuable insights to help your business achieve new levels of success. By partnering with Definity First for your Dynamics 365 implementation, you can be confident that you are working with a team of experts dedicated to your success.

At a glance

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