Dynamics365 Sales RapidStart: 2-Day Implementation

Sales Rapid 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 Rapid Start 365 package provides:

• Setup of a new Office 365 tenant if required
• Creation of a new Dynamics 365 instance
• Assignment of licences to users
• Assignment of security roles to users
• Configuration of server-side synchronisation
• Basic customisation of Contact, Account, Lead, and Opportunity entities (maximum of 30 fields across all entities)
• Customisation/creation of views (maximum of 10 views)
• Customisation of existing ‘Lead to Opportunity’ and ‘Opportunity’ sales processes
• Import of Accounts and Contacts using provided templates
• Guidance for users on how to access Dynamics 365
• Introduction to Microsoft’s guides and learning platform