Dynamics 365 for Sales: 12-Wk CRM Migration


Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.

Dynamics 365 for Sales is a robust CRM platform with full Sales and Marketing capabilities and seamless integration to all other business processes and data analytics reporting.

###Deliverables You provide:

  • Overview of your current Sales system solution
  • Core sales structure, hierarchy, access rights, and sales processes
  • Sales process pain points and growth goals to inform structure change requirements
  • Core data requirements for migration

We provide:

  • Platform demo and core business needs assessment to define scope
  • SOW for migration process with core customizations, data migration, user acceptance test, and deployment
  • Import Contacts, Accounts, and Leads
  • Email integration
  • User acceptance test and sign-off

###Implementation Process Week 1

  • System setup and admin configuration
  • Demo walk through of platform and core functionality for lead, opportunity, and customer management including reporting and dashboards
  • Finalization of your core business sales hierarchy, access rights, sales processes with growth goal modifications Week 2
  • Configuration of application
  • Data import of Contacts, Accounts and Leads
  • Setup of sales roles and hierarchy
  • User acceptance test: Demo to review
  • Final modifications Week 3
  • Go live
  • Project approval and sign off

###Available at additional cost:

  • Dynamics 365 Implementation, Training and Support packages
  • Customization, configuration, activity tracking, custom reports and dashboards, and Sales process optimization assessment and implementation

Een overzicht