DMI Dynamics 365 for Sales: 4-Wk Implementation


Optimize your investment of Microsoft Dynamics 365 with this four-week Sales Accelerator—Target the right prospects, cultivate business opportunities, and surface real-time sales data.

Whether you are already invested in Office 365 or just venturing down the path of cloud services, DMI can help! With skilled experts and Microsoft MVP’s on staff, DMI will arm your team with the tools they need to turn relationships into results with the Sales Accelerator – Quick Dynamics 365 Customer Engagement standup.


  • Setup of Dynamics 365 (online) out-of-box features with Office 365 (O365) access
  • Configuration of key sales elements as-needed, based on existing sales process: Leads, Accounts, Contacts, Opportunities, and Quotes
  • Minor Customization (code) needs
  • Basic workflows and business process flows
  • Metric tracking; Creation of key sales management and salesperson’s dashboards, and basic reporting
  • User acceptance testing
  • DMI-led training in either a “train-the-trainer” or “instructor-led” scenario
  • Next steps

Customize Your Experience:

Need more than just a quick stand-up? DMI can help with that too by providing key add-on’s listed below.

  • Business/technology assessments
  • Readiness and health check
  • Business analysis
  • Data migration
  • Advanced customization and development
  • Post-deployment support
  • Advanced reporting and analytics
  • Office 365 cloud migration
  • Active Directory (AD) sync (from on-premises AD to O365)
  • Integrations
  • Other Dynamics modules (Field Services, Customer Service, Portals, etc.)

Looking for more than just an add-on? DMI offers end-to-end project enterprise delivery of Dynamics 365 and Office 365. Contact us for more information.


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