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Sales Preferred: 6-Wk Implementation

Bond Consulting Services

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

We will guide clients to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights for D365 users (first 25 users)
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Activate and configure Insights by Inside View
  • Configure SharePoint Online integration with Account Entity in D365, if applicable
  • Add up to 30 custom fields within the solution
  • Review and conduct training workshop on Business Process Flows (two Business Process Flows with up to 8 stages and 5 tasks delivered) - one session, up to 2 hours total
  • Deliver two client on-boarding and adoption training sessions to a Power User within your organization - up to 4 hours total
  • Activate D365 Learning Path and provide a BCS approved training guide
  • Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce
  • Configure D365 off-the-shelf forms, views, charts, reports and a 4-panel dashboard showing standard views
  • Load up to a combined total of 5,000 leads, opportunities, contacts, or accounts
  • Train one Power User within your organization to function as an Administrator - up to 4 hours total

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 25 users (additional scope required for more users)
  • Customer provides clean data for upload based on standard templates provided by BCS
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required
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