Dynamics 365 Quick Start: 8-Day Implementation

Increase your sales by equipping your team with actionable insights from Dynamics 365, LinkedIn, and Office 365. Push the boundaries of Sales Force Automation (SFA) to better understand customer needs, engage more effectively, and close more deals.

With Dynamics 365 Sales, sellers gain real-time insights into customer interactions, enabling proactive and responsive communication. This fosters stronger relationships and meets buyer expectations for excellent communication.

Implementation Plan:

Days 1-2

• Provision of the online system.
• Configure business units, users, and initial permissions.
• Set up email with server-side synchronization (Microsoft 365).

Day 3

• Deploy Dynamics 365 App for Outlook.
• Conduct training for the app for Outlook.
• Enable mobile client access.

Day 4

• Import master data using the "train-the-trainer" principle.

Days 5-6 System adjustments:

• Add custom fields to forms.
• Create company-specific views.
• Provide training to create personal views.
• Create a report.

Day 7 Go Live:

• Conduct system training.
• Provide go-live support.

Deliverables:

• Fully functional CRM system.
• Business units, users, and security setup completed.
• Master data imported.
• Outlook client installed and connected to CRM.
• Comprehensive training on the system.

Outcome: Fast-track your Dynamics 365 implementation in just 8 days, empowering your team to sell smarter, faster, and more effectively while delivering an exceptional buyer experience.