Dynamics 365 CRM Quick Start: 7-Day Implementation

Sales & Customer Service Quick Start 365 Package

For smaller businesses, particularly those that are used to managing everything via spreadsheets and manual processes, planning the jump to Dynamics 365 applications can be a little overwhelming, with the variety of product options and price points available. Equally, larger companies that are looking to test the waters of a CRM product, do not want a large outlay for what could just be a proof of concept.

Many Dynamics 365 service providers can be hesitant about revealing their pricing for fear of putting off potential clients. However, with our fixed-cost Dynamics 365 packages, you can choose from predefined options that suit your business size and requirements.

Deliverables

Our Sales & Customer Service Quick Start 365 package provides:

• Setup of a new Office 365 tenant if required
• Creation of a new Dynamics 365 Customer Engagement instance
• Assignment of licences to users
• Creation of business units and security roles
• Assignment of business units and security roles to users
• Configuration of server-side synchronisation
• Basic customisation of Contact, Account, Lead, Opportunity and Case entities (maximum of 100 fields across all entities)
• Creation of up to two custom entities (maximum of 100 fields across all entities)
• Customisation/creation of views (maximum of 30 views)
• Customisation of a new ‘lead to opportunity’ sales process (maximum of eight stages)
• Customisation of a new opportunity sales process to match above process (maximum of eight stages)
• Import of Accounts, Contacts, Leads, Opportunities and Cases using provided templates
• Creation of a new Sales and Case dashboard
• Training and testing session
• Introduction to Microsoft’s guides and learning platform