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QuickStarter Package: 2-Wk Implementation

Pragmasys Consulting

An implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.

This 2-week sales or service configuration package consists of the following:

Deliverables

  • Project Initiation workshop
  • Organization setup (BU, User, Role, Email configuration)

CRM Configuration

  • Lead and Opportunity OR Case Business Process Flow
  • Max 1 layout per object (Account, Contact, Lead /Opportunity OR case)
  • Max 1 view per object (Account, Contact, Lead/Opportunity OR case)
  • Up to 10 Field validations / Business Rules
  • Up to 20 Field creation or Modification across Objects

Reports and Dashboard

  • 2 Dashboards
  • 3 Custom Reports (Single Object) - Analytical reporting is not included

Data Migration (up to 20000 record)

  • Account, Contact, Leads/Opportunity OR Cases
  • Product
  • Price list (2 max)

Training

  • Up to 2 user trainings of 2 hours each, max 10 users
  • 1 admin training of 1 hour duration, max 5 users

Support

  • Max 5 incidents in 1 month
https://gallery.azure.com/artifact/20151001/pragmasys.pragmaquickstartd365.1.0.3/Artifacts/SampleImage/9c6aae5f-2c9e-4e26-bfdb-0350b4892e80.png
https://gallery.azure.com/artifact/20151001/pragmasys.pragmaquickstartd365.1.0.3/Artifacts/SampleImage/9c6aae5f-2c9e-4e26-bfdb-0350b4892e80.png
https://gallery.azure.com/artifact/20151001/pragmasys.pragmaquickstartd365.1.0.3/Artifacts/SampleImage/33d75d70-56e9-4b01-abf8-fa727a6a33c8.png