DYNAMICS 365 SALES QUICK START

Get started quickly with your new Dynamics 365 CRM application with the right tools and the right training to benefit from Dynamics 365 Sales, create an application that will be able to evolve with your company, and truly make a difference in your customer relationships today and for the future.

Did you know that most CRM implementations fail because of poor integration & understanding of the solution? DANSLENUAGE.QUEBEC provides a tried and tested way to get started quickly with Dynamics 365 Sales while retaining the full control of your new application. Our goal is to provide you with the know-how to be able to customize your system to fit your business needs, so it can conform to your current business processes and evolve alongside your company.

Our fully bilingual team based in Quebec can provide support and training to users in French and in English, thus providing you with comprehensive and accessible support across Canada.

Instead of providing you with a turnkey CRM implementation that you don’t know how to manage and maintain, DANSLENUAGE.QUEBEC provides professional support and counselling on how to best tailor Dynamics 365 CRM to your business. At the end of the implementation, our customers have the ability to do first-level customization and general administration of their environments on their own.

Our fully bilingual team based in Quebec can provide support and training to users in French and in English, thus providing you with comprehensive and accessible support across Canada.

Our first step is to do a pre-deployment meeting to identify the components of Dynamics 365 Sales that must be prioritized for a quick deployment. During this meeting, we will also identify the required elements and information for a successful implementation.

Then, we will create and deploy your Dynamics 365 Sales environment, integrate it with different Microsoft 365 services (Exchange, SharePoint, Teams, OneNote, etc.), and assist you with data migration if required. We will train selected power users to show them how to perform administrative tasks, show them how to configure new users, and show them basic customization functionalities, including how to create fields and add them to forms, how to create and manage views, and how to modify the application sitemap (additional training modules are available upon request). Next, we will show power users how to use the application for business processes, so they can in turn train your users, using a train-the-trainer approach.

Finally, we will accompany you during the onboarding of users by assigning licences and provide post-implementation support. All our training is provided online through Microsoft Teams with recordings provided for future reference, with in-person training available upon request (additional fees may apply).

Here are the components included in our Dynamics 365 Sales quick start formula:

1. Analysis and planning
2. Microsoft 365 configuration for the creation of the Power Platform environments to host the CRM application
3. Configuration of the Dynamics 365 Sales CRM application with integration of Microsoft & Office 365 components (SharePoint, Exchange, Teams, OneNote)
4. Configuration of power users and first CRM users
5. Training on data migration into Dynamics 365 to transfer your customer data into your new CRM (including accounts, contacts, and opportunities)
6. The following training units: a. Unit 1: Overview of Dynamics 365, Power Platform administration, security and application access b. Unit 2: First-level customization of tables, fields, and forms; review of Dynamics 365 Sales processes and features c. Unit 3: Perform first-level customization with the customer and support the customer to tailor lead, opportunity, account and contact forms to their needs d. Unit 4: Exploration of Dynamics 365 and Microsoft 365 integrations: SharePoint, Dynamics 365 app for Outlook, Excel, OneNote, Teams, Exchange, email tracking, etc.
7. 2 hours of post-implementation support. *Our quick start offer excludes products, price lists, quotes, orders, invoices, document templates (Word, Excel, PDF), and Power Apps portals. However, some of these elements can be included as add-ons if desired.

** Dynamics 365 Sales subscription is require and has to be purchase from DANSLENUAGE.QUEEEC inc or with the customer preferred provider.