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Dyn365 JumpStart for Sales: 2-Wk Implementation

Dyn365Pros

An accelerated implementation of Dynamics 365 for Sales with the full support of a certified Dynamics 365 consultant.

Our Dyn365 JumpStart engagement delivers a sales-ready CRM system - including configuration and training in 2 weeks or less! You will work with a dedicated project manager, certified on Dynamics 365, with the deep expertise required to build a solid Dynamics 365 platform that you can use to grow your business and delight your customers.

Agenda

  • We will begin with an executive discovery session to communicate your business process and unique requirements.
  • After discovery, we will design and configure the system, including customization of forms, fields and workflows.
  • Next, we set up user accounts, including individual user permissions and roles.
  • Finally, we deploy the system and provide live user training and post go-live support.

Deliverables

  • Explore and document business process and requirements
  • Provision 1 new Dynamics 365 online system
  • Create 1 lead-to-cash Business Process Flow
  • Customize standard forms
  • Create additional fields
  • Configure CRM workflows
  • Configure personalized dashboard
  • Modify system views
  • Setup user accounts
  • Configure individual user permissions and roles
  • Deploy system and perform live remote training
  • Provide post go-live support

Note

  • Any services outside the scope of this Dyn365 JumpStart can be provided on a time and materials basis.
  • Software licenses sold separately.
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