Dynamics 365 for Sales 1-Hr Assessment


Test drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.

Dynamics 365 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
  • Core data requirements for migration

We provide:

  • Live demo of application for basic orientation of key features and platform capabilities
  • Recommendation for migration and implementation process
  • Free 30 Day Trial provisioning

###Available at additional cost:

  • Dynamics 365 Sales Implementation
  • Dynamics 365 Sales CRM Data Migration
  • Training and Support packages
  • Customization of leads, opportunities, accounts, contacts and cases
  • Configuration of custom objects, workflows, and email templates
  • Activity tracking (tasks, appointments, phone calls, emails)
  • Custom reports and dashboards
  • Sales process optimization assessment and customizations

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