Dynamics 365 Sales Implementation Packages

Sales Base: 1-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.

We will guide the client to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

• Activate and provision Dynamics 365 for Sales environment (D365)
• License, configure, and assign security rights (first 5 users) for D365 users*Configuration of Insights by Inside View, if applicable
• Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
• Configure SharePoint Online integration with Account Entity in D365, if applicable

Assumptions

• Exchange Online or Exchange Server required for Outlook integration
• BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
• Up to 5 users (additional scope required for more users)
• This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
• Dynamics 365 for Sales licensing required

$1,000

Purchase

Sales Standard: 6-Week Implementation

Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.

We will guide you to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

• Activate and provision Dynamics 365 for Sales environment (D365)
• License, configure, and assign security rights for D365 users (first 10 users)
• Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
• Activate and configure Insights by Inside View
• Configure SharePoint Online integration with Account Entity in D365, if applicable
• Add up to 10 custom fields within the solution
• Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session, up to 2 hours total
• Deliver two client on-boarding and adoption training sessions to a Power User within your organization – up to 4 hours total
• Activate D365 Learning Path and provide a BCS approved training guide
• Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce

Assumptions

• Exchange Online or Exchange Server required for Outlook integration
• BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
• Up to 10 users (additional scope required for more users)
• Customer provides clean data for upload based on standard templates provided by BCS
• This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
• Dynamics 365 for Sales licensing required

$8,000

Purchase

Sales Preferred: 10-Week Implementation

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

We will guide clients to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

• Activate and provision Dynamics 365 for Sales environment (D365)
• License, configure, and assign security rights for D365 users (first 25 users)
• Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
• Activate and configure Insights by Inside View
• Configure SharePoint Online integration with Account Entity in D365, if applicable
• Add up to 30 custom fields within the solution
• Review and conduct training workshop on Business Process Flows (two Business Process Flows with up to 8 stages and 5 tasks delivered) – one session, up to 2 hours total
• Deliver two client on-boarding and adoption training sessions to a Power User within your organization – up to 4 hours total
• Activate D365 Learning Path and provide a BCS approved training guide
• Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce
• Configure D365 off-the-shelf forms, views, charts, reports and a 4-panel dashboard showing standard views
• Load up to a combined total of 5,000 leads, opportunities, contacts, or accounts
• Train one Power User within your organization to function as an Administrator – up to 4 hours total

Assumptions

• Exchange Online or Exchange Server required for Outlook integration
• BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
• Up to 25 users (additional scope required for more users)
• Customer provides clean data for upload based on standard templates provided by BCS
• This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
• Dynamics 365 for Sales licensing required

$16,000

Purchase