Grow My Office LLC will implement the Microsoft 365 Sales solution into your business. First a business process review will be performed. We will analyze your businesses key objectives and find out what your exact needs are. After our assessment, we will create a custom plan for your business depicting how the software can benefit your organization. The dynamics 365 solution will then be set up and configured for your company. Data from a previous CRM system can be migrated into the Microsoft Dynamics 365 solution. We will create the users and assign roles to individuals in your organization. Custom configuration and workflows will be established. Training and support will be provided for role based users.

Our business system can remove the pains of having outdated legacy systems that do not integrate with other technologies. You can remove data silos and data redundancies by consolidating information on the Dynamics 365 platform.

Implementation components include:

Leads
Opportunities/Pipeline Management
Accounts
Contacts
Process Flows
Activity Tracking
Quotes
Orders
Data Migration

Dynamics 365 Configuration

by Grow My Office LLC