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Microsoft Dynamics 365 Quick Startup

For Customer Support, Sales, or Marketing
Duration: 2-3 weeks

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.