Dynamics 365 Sales Implementation

Shorten your time to success by allowing our team to help you design, implement, and adopt the best of Dynamics 365 for your business needs and scenarios.

Dynamics 365 Sales is a complete sales application from Microsoft Dynamics 365 application family. Dynamics 365 Sales provides sales teams with an enriched view of accounts, contacts and leads. Dynamics 365 Sales eliminates internal silos and increases communication and connection with a single centralized interface. The system covers accounts, contacts and lead management, opportunity management, product catalog, goals and advanced forecasting options. With some of the possible integrations as LinkedIn Sales integration, you can have person and company information displayed on Dynamics lead, contact, account and opportunity records - including photos, roles and work history.

At the end of the project, you will have a unified, holistic 360° view of existing customers, have interactive contact history, build accurate sales pipelines and focus more on your sales team productivity. Also, get a better understanding of Dynamics 365 Sales dashboards and visualization areas and possibilities.

Agenda:

• Analyze requirements with experienced Dynamics solution architects and consultants

• Set up the project plan, team and budget

• Design Dynamics 365 solution components in the blueprint phase

• Implement Dynamics 365 in small sprints, starting from the base and constantly adding new features

• Test Dynamics 365 system features through details user acceptance testing

• Train end users with train the trainer approach

• Setup final production system and support the rollout

• Help with solution adoption in stabilization phase

Deliverables:

• Fully functional Dynamics 365 Sales system on production environment

• Training materials for system users

• System documentation and requirements backlog

• Complete project documentation including project plan, changes, risks, issues and statuses

• Get a better understanding of integration capabilities with Power Platform & other Dynamics applications