Sales Quickstart: 1-Wk Implementation


Leverage the power of Dynamics 365 Sales to launch your digital transformation and fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.

Dynamics 365 Sales is a robust CRM platform with full Sales and Marketing capabilities and seamless integration to all other business processes and data analytics reporting.


You provide:

  • Overview of your current Sales system solution
  • Core sales structure, hierarchy, access rights, and sales processes
  • Sales process pain points and growth goals
  • Core data requirements for business operations

We provide:

  • Recommendation for implementation process
  • SOW with core customizations, data migration, and user acceptance test, and deployment
  • Initial system setup with admin functions and license provisioning
  • User account setup including individual user permissions and roles
  • Email integration using Microsoft Dynamics 365 App for Outlook
  • Live demo of application for basic orientation training
  • Basic go-live training

Available at additional cost:

  • Data and Email migrations
  • Dynamics 365 Training and Support packages
  • Dynamics 365 Implementation and Integration packages
  • Customization of leads, opportunities, accounts, contacts and cases
  • Customization of forms, fields and workflows
  • Configuration of custom objects
  • Email template configuration
  • Activity tracking (tasks, appointments, phone calls, emails)
  • Custom reports and dashboards
  • Sales process optimization assessment and customizations

At a glance