Our Dynamics 365 Quick Startup provides a fast and efficient solution to help you optimize your business processes, streamline workflows, and enhance collaboration. Our team of experts will evaluate your business needs and create a lightly customized solution that addresses your specific requirements while keeping implementation time and cost to a minimum. Our solution enables you to achieve your business goals and objectives more efficiently and quickly.
Agenda
During our Dynamics 365 Quick Startup, we will cover the following:
- Obtain insight into how the executive and leadership team currently leverage technology.
- Identify inefficiencies and potential technology risks.
- Identify pain points in the current process.
- Identify modules needed for a new solution.
- Assess how reporting can be tailored to meet your business needs.
- Licensing and costs associated with upgrading to Dynamics 365.
Deliverables
- A lightly customized solution to get you up and running quickly.
- The functional scope of implementation
- A delivery plan including resources and costs.
- Set up Dynamics 365: Customer Support, Sales, or Marketing.
- Basic contact/opportunity page configuration of standard fields.
- Functional training: 2 sessions of 1 hr each.
- Data migration requirements*
- Supplemental 3rd part components and integration options.
- You will be up and running in 2-3 weeks.
