Dynamics 365 Sales: 4 Day Start Up Implementation

Western Computer

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.

Sekilas pandang
Perkhidmatan rundingan lain daripada Western Computer
D365 BC Reporting: Power BI Fundamentals TrainingWestern Computer
Learn to use Power BI reports and dashboards with D365 BC in (4) private sessions for your company.
NaN out of 5
D365 Business Central: 8-Week ImplementationWestern Computer
Enable your ERP system to keep pace with your growing business by deploying Dynamics 365 Business Central in just 8 weeks—with minimal business interruption and a smooth transition for your end-users.
NaN out of 5
Rapid Deployment Discrete Mfg: 8-Wk ImplementationWestern Computer
This offer deploys out-of-the-box functionality for finance, sales, purchasing, inventory, and production orders to allow a company to take advantage of one fully-integrated and powerful system.
NaN out of 5
Dynamics NAV to Dynamics F&SCM: 3-Day AssessmentWestern Computer
Assessment of your Dynamics NAV to determine the benefits of transitioning to Dynamics 365 for Finance and Supply Chain Management.
NaN out of 5
Power BI Advanced: 6-Day WorkshopWestern Computer
Advanced training for BC/Power BI reports, apps, models, security, financials, connections and more.
NaN out of 5