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CRM QuickStart: 10-Day Implementation

Stoneridge Software LLC

A QuickStart package for implementing Microsoft Dynamics 365 Customer Engagement.

This QuickStart from Stoneridge Software gets you up and running on Microsoft's Dynamics 365 Customer Engagement quickly.

We get your system provisioned; and set up your business units, users, and security. While deploying the Outlook client connecting Outlook to Customer Engagement, we import master data, customize your system - adding fields and personal views; and build you a custom report.

Finally, we provide training on your configured system and go-live support.

Agenda

Days 1-2

Get Started:

  • Get your online system provisioned
  • Set up your business units, users, and security
  • Set up email with server-side sync

Days 3-4

Deploy the Dynamics 365 App for Outlook:

  • Review your system requirements
  • Provide training on the app for Outlook
  • Provide information on mobile client access

Days 5-6

Load Master Data:

  • Get lists of leads, contacts, accounts, etc.
  • Import the master data

Days 7-8

Customize the System:

  • Add custom fields to forms
  • Create custom views
  • Train on creation of personal views
  • Build a report

Days 9-10

Go Live:

  • Provide training documentation specific to your instance
  • Conduct training
  • Provide go-live support

Deliverables

  • CRM system up-and-running
  • Business units, users, and security setup
  • Master data imported
  • Installed Outlook client to connect CRM to Outlook
  • Training on system

Note

This implementation may take between two to six weeks and pricing may vary depending on client data.

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