Start Up CRM with Western Computer experts will accelerate value and ROI of Dynamics 365 for Sales.
Wish you could have Dynamics 365 for Sales configured for your business and users trained and onboarded in just 4 days? Let our Western Computer Dynamics consultants guide and support you through the entire process including Leads and Opportunities, Accounts and Contacts, Business Process Flows, Outlook integration, importing data, user security, user training, go-live support, and more.
In just 4 days, you will have a live Dynamics 365 for Sales environment ready to empower your teams to boost sales and engagement, including:
• Basic customizations for your business • Users and security roles configured • Master data imported • Dynamics 365 App for Outlook activated to connect CRM to Outlook • Training on processes and best practices • And more as outlined below
Day 1 Focus: Product tour, user security, Outlook App • Western Computer will create new up to 4 security roles, assign them to users and turn on the Outlook App for users
Day 2 Focus: Business process for Leads, Opportunities, Accounts, Contacts. Business Process Flows • Western Computer will create up to 3 new Business Process Flows and up to 4 new views
Day 3 Focus: Light configuration of Leads, Opportunities, Accounts, Contacts • Review existing organizational data (in Excel spreadsheets) and perform data mapping exercise • Data migration for Accounts, Contacts and Leads • Western Computer will create up to 15 new fields for data migration & configure the Main Lead, Account and Contact forms
Day 4 Focus: Training and go-live support • Provide remote Sales process and Activity management training • Provide remote go-live support to assist in on-boarding and administration
Day 5 Focus: 30 Day Post Implementation Check-Up • 4-hour Review of processes with Q&A
All services are performed remotely and training is delivered online.
発行元: Western Computer
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