Microsoft Dynamics 365 Sales: 1 Hour Briefing


Sales Solutions envisioning, deployment and support services for Dynamics 365 Sales

As organizations accelerate their digital transformation initiatives to adapt to the changing customer ecosystem, the need for an integrated business environment is paramount. Manual processes & long-standing siloes create major organizational impediments to realizing ROI and driving digital growth.

Dynamics 365 for Sales Microsoft Dynamics 365 Sales capability is based on Microsoft’s Power Platform with its origins in Sales Force Automation and Customer Relationship Management (CRM). Dynamics 365 Sales capabilities provide pipeline management and full transparency into sales and relationship building activities. Through the Dynamics 365 Sales model driven application, Clients can manage and track Leads, Opportunities, Contacts and Accounts. There are several pre-built automations such as Lead qualification process in which clients can convert leads to Opportunities as well as Converting (won) Opportunities to Quotes, Orders and Invoices (i.e. Sales Order Processing) if your requirements are as such.

Reporting, Dashboards, and Analytics are easily configured and accessible for the various stages of an Opportunity’s lifecycle which gives insight into which Activities are leading to more Sales, growing wallet-share and other KPI’s. Both sales representatives and sales managers may leverage easy-to-configure tools to manage both their own and their team’s sales contributions respectively. Some of the most common challenges we address with Dynamics 365 Sales are:

  • Adapting to and taking advantage of digital selling tools
  • Enabling sellers to identify and build relationships
  • Boosting productivity with core selling tools, automations, and insights
  • Improving coaching of sales representatives and managing sales performance
  • Innovating with sales solutions and sales processes that are built to evolve
We implement Dynamics 365 Sales leveraging industry best practices and innovative design thinking to ensure your organization functions as efficiently as possible. Our comprehensive process includes:
  1. Immersive envisioning that includes virtual experience center consisting of industry experts working with your organization to define your needs and requirements, & environments to conduct proof of concept and fit-gapping to provide a preview of the end-state solution and to support planning. Business outcomes delivered as part of the envisioning phase: i. High-level architectural design. ii. Complete solution requirements, user stories, epics, and as-is processes to be enabled.
  2. Solution Architecture Definition based on Requirements and a solution design and architecture. Business outcomes delivered as part of the architecture definition phase: i. Detailed solution architecture is completed. ii. To-be business processes are defined. iii. Deployment storyboard is developed
  3. Agile deployment practices that include all tasks necessary to plan, develop and test each capability identified during project Envisioning & Architecture Definition. Business outcomes delivered as part of the development phase: i. Code and capabilities necessary to meet user story requirements including integrations, migrated data & features. ii. Demonstration of each feature and final solutions developed during the agile cycle.
  4. The Release Phase represents transition from the Agile Lifecycle to the end-user experience. Business outcomes delivered as part of the Release phase: i. Training materials and key stakeholder training. ii. Documented Use Cases for solution testing. iii. Migrated UAT and final production data. iv. Fully tested and approved solution
  5. The Support phase is designed to assist the client transition to using the new solution post go-live. Business outcomes delivered as part of the Release phase: i. Additional development, oversight and training as required.
The price and timescale is for the initial consultation - implementation price and duration will be determined based on client specific requirements surfaced during/after the initial consultation.

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