Dynamics 365 Sales: 6 WK Implementation

Cargas Systems

We’ll set up the software, configure your sales process, teach you how to build and run reports, and provide project management to keep your implementation on track and on budget.

This package is ideal for companies upgrading from document-driven sales management (like Excel) or small business CRM systems, with 10 users or less, that don’t intend to use Dynamics 365 CRM’s marketing capabilities right away. (While marketing is not included in this package, it can always be added later.)

Services Included

  • Single company (business unit) setup
  • Lead, Activity, Account, Contact, and Opportunity configuration
  • One-time setup of a sales process for opportunity management and pipeline reporting needs
  • Creation of a standard dashboard for your sales representatives
  • Setup of connection to Office 365 for OneNote and Outlook email, calendaring, and tasks

Additional Options

  • Setup of multiple companies (business units) and sales processes
  • Advanced security configuration
  • Marketing list and campaign setup
  • Extended business process review to accommodate unique business requirements
  • Third-party mobile setup (beyond what is available out of the box)
  • Setup of multiple dashboards for different roles
  • Creation of role-based apps for inside sales, outside sales, account managers, marketing, etc. Customized training
  • Initial configuration of Power BI using out-of-the-box dashboards