Dynamics 365 Sales: Implementation

proMX AG

A service for Dynamics 365 Sales to ensure a successful step by step implementation across different industries.

Microsoft Dynamics 365 Sales is an innovative solution that goes beyond mere customer relationship management or sales force automation. Processes will be manageable more easily, and opportunities will be recognizable more effortlessly.

It includes:

  • Lead and opportunity scoring
  • Sales Business Process
  • AI assistance
  • Automatic checklists
  • Email engagement
  • Forecasts

Dynamics 365 Sales can meet the specific requirements of various organizations as its flexibility allows it to be customized and adapted to industry-specific needs. Implementing Dynamics 365 Sales can be particularly beneficial for manufacturing, logistics and transportation, energy companies, professional services, construction, financial services, and technology.

Our implementation package includes several steps to ensure a successful deployment and helps you get started quickly without significant disruption.

Let us implement Dynamics 365 Sales step-by-step:

  1. Scope workshop The scoping workshop lets us identify the specific sales processes and requirements of your organization.
  2. Design We will create a comprehensive implementation plan for you which includes a timeline and resources required for the project. Our tailored design will establish sales stages, probability models, and sales metrics.
  3. Develop By setting up the core components of Dynamics 365 Sales, we will configure your sales settings and tailor the system to your specific business needs.
  4. Seamless integration We will help you integrate Dynamics 365 Sales with other systems within your organization which enables a unified view of customer data across different touchpoints.
  5. User Training With our training and documentation provided to the users who will be working with Dynamics 365 Sales you will learn how to work with the various features, functionality, and benefits of the system.
  6. Deployment We will help you deploy Dynamics 365 Sales to the production environment. It is important to communicate the go-live date to ensure a smooth transition from the old sales system to the new one.
  7. Nonstop support If you encounter any technical issues when using Microsoft Dynamics 365 Sales, our professional support team will be here to help.

Why is proMX the right choice for you?

proMX is one of the leading Microsoft partners worldwide. We have been supporting companies of all sizes to implement and customize Microsoft Dynamics 365 to their requirements for more than 20 years. Our services include consulting, implementation, integration, and technical support. We also develop our own apps that extend the functionality of Dynamics 365.