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An engagement to deploy Dynamics 365 Sales and supercharge your team with Microsoft Copilot for Sales. We'll integrate AI into Outlook and Teams to automate CRM tasks.
Transform Your Sales Operations in 5 Weeks Factor Tech's Dynamics 365 Sales Quick Start is designed for organisations seeking rapid CRM modernisation without lengthy implementations. Our Australian team of Microsoft-certified consultants delivers a fully operational Dynamics 365 Sales solution enhanced with AI capabilities. What Makes This Different
AI-First Approach: Microsoft Copilot for Sales integrated from day one 5-Week Fixed Timeline: Proven methodology ensures predictable delivery Australian Expertise: Security-cleared local consultants who understand your business context Maximum OOTB Utilisation: Future-proof configuration using standard functionality
Solution Components
Complete Dynamics 365 Sales configuration with lead-to-cash processes Microsoft Copilot for Sales with AI insights and automation Native Teams and Outlook integration for seamless collaboration SharePoint document management for proposals and contracts Power BI sales dashboards and analytics Mobile-optimised experience for field sales teams
Perfect For
Organisations replacing legacy CRM systems Sales teams seeking AI-powered productivity gains Businesses requiring rapid CRM deployment Companies needing enhanced pipeline visibility Government agencies and security-conscious organisations
5-Week Implementation Journey Week 1: Discovery & Planning
Business process analysis Data migration planning Security configuration User role definition
Week 2: Core CRM Build
Lead and opportunity management setup Account and contact configuration Product catalogue creation Sales process automation
Week 3: AI & Integration
Copilot for Sales activation Email and calendar synchronisation Teams integration setup Document management configuration
Week 4: Testing & Training
User acceptance testing Sales team training AI feature enablement Process refinement
Week 5: Go-Live & Support
Production deployment Final user onboarding Knowledge transfer Post-launch support
Key Benefits
Accelerated Time to Value: Operational CRM in weeks, not months AI-Powered Productivity: Reduce sales admin tasks by up to 40% Enhanced Pipeline Visibility: Real-time forecasting and insights Improved Win Rates: AI-driven opportunity scoring and next best actions Lower TCO: Minimal customisation ensures easier upgrades Local Support: Australian business hours assistance
What's Included
Complete Dynamics 365 Sales environment configuration by Australian consultants Microsoft Copilot for Sales with AI-powered insights and automation Native integration with Microsoft 365 (Teams, Outlook, SharePoint) Sales analytics dashboards with Power BI Comprehensive training for your Australian sales team 30 days post-launch support during Australian business hours Documentation aligned with Australian business practices
Why Factor Tech
100% Australian Owned and Operated: Supporting local business Security-Cleared Personnel: Trusted by government agencies Microsoft Power Apps Accelerator Partner: Recognised expertise Proven Track Record: Successful implementations across Australia Fixed-Price Certainty: No budget surprises Australian Business Hours Support: When you need us