Dynamics 365 Quick Start: 8-Day Implementation

Increase sales by empowering your sales team to take proactive action with actionable data drom Dynamics 365, LinkedIn, and Office 365. Push the boundaries of SFA with Dynamics 365 Sales to better understand customer needs, engage more effectively, and close more sales deals. Dynamics 365 shows sellers when and how customers are interacting with their emails, allowing sellers to be more proactive and responsive in their communications. This is what buyers expect from sellers - excellent communication.

This offer includes:

*Days 1-2 Provision of the online system Business units, users and initial permissions Set up email with server-side synchronization (M365)

*Day 3 Deploy Dynamics 365 App for Outlook: Training courses for the app for Outlook Mobile client access

*Day 4 Import master data (train the trainer principle)

*Days 5-6 System adjustments: Adding custom fields to forms Creation of company-specific views Training to create personal views Create a report

*Day 7 Go Live: Conduct training Provide go-live support

Deliverables

*CRM system executable *Business units, users and security setup completed *Master data imported *Installed Outlook client to connect CRM to Outlook *Training on the sytem