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Dynamics 365 CE Sales: 2-Wk Implementation

Compusoft Advisors

A profound engagement that leads to a robust implementation of Dynamics 365 CE Sales module, enabling faster value realization

This plan includes rapid requirement analysis workshop, design and configuration, deployment, Express UAT and go-live in 2 weeks. This plan includes 80 hours of efforts. ($350 /day for any additional services). Basic functions of Sales department of the organization to be covered with out-of-the-box Dynamics 365 deployment with below implementation approach:

Configuring Dynamics 365
The configuration of Dynamics 365 for Small Business organization will include the following: * Creation of organization theme with logo * Defining system defaults for organization like fiscal year and currency * Define single level business unit * Defining Dynamics 365 users & up to 2 security roles * Single design per object (account, contact, lead /opportunity) * Maximum 12 field validation * 25 field creation or modification across entities. Quote, order and invoice entities shall be standard out-of-the-box functionality (no modifications)

Customer (Account/Contact) Data Import

Import account and contacts in Microsoft Dynamics 365, provided the data is available in supported formats and in the Dynamics 365 supported data import templates: Maximum 21,000 records will be imported including account, contact, lead, opportunity, products and 3 pricelists.

Define Product & Price List

The out-of-the-box products and price list shall be configured into Dynamics 365.

Define Business Process with existing set of fields in entity Leads/Opportunity

Business processes will ensure that user enters data consistently and follow the same steps every time they work with a customer by creating a business process: * Qualify * Develop * Propose * Close

Define Alert

Workflows & alerts up to maximum 3 shall be created.

Reports and Dashboards

Pivotal default reports and default dashboards will be made available.

User Training

Train the trainer - to maximum 3 users and one admin user

https://gallery.azure.com/artifact/20151001/compusoft.dynamics_365_ce_rapid_implementation_compusoft.1.0.1/Artifacts/SampleImage/7c25c2b9-3e05-4a54-b653-cd89eeaece46.png
https://gallery.azure.com/artifact/20151001/compusoft.dynamics_365_ce_rapid_implementation_compusoft.1.0.1/Artifacts/SampleImage/7c25c2b9-3e05-4a54-b653-cd89eeaece46.png
https://gallery.azure.com/artifact/20151001/compusoft.dynamics_365_ce_rapid_implementation_compusoft.1.0.1/Artifacts/SampleImage/e5235f77-f0ae-473c-b81e-a67e78adfb0e.PNG
https://gallery.azure.com/artifact/20151001/compusoft.dynamics_365_ce_rapid_implementation_compusoft.1.0.1/Artifacts/SampleImage/1647ec84-0f9e-4d81-96f5-9604d4293315.PNG
https://gallery.azure.com/artifact/20151001/compusoft.dynamics_365_ce_rapid_implementation_compusoft.1.0.1/Artifacts/SampleImage/f9ee0736-b88a-4e9c-917b-a360b5ff9170.PNG
https://gallery.azure.com/artifact/20151001/compusoft.dynamics_365_ce_rapid_implementation_compusoft.1.0.1/Artifacts/SampleImage/e122caf0-ea2d-451b-a0bd-c173bffcc56e.PNG