We are offering a rapid deployment package just for you in order to configure some of the most commonly utilized Dynamics 365 for Customer Engagement (CRM) functionality and feature sets.
NOTE: For this particular package, you may select ANY date from the date picker – we can get started before the date you select. For example, if you select a date that is 1-2 months in the future from today, that’s probably not when we’ll get started. We can already get started on your implementation as early as WITHIN HOURS after your purchase, or at most within the next 1-3 business days after your purchase, regardless of the date listed!
We’ll import key business-critical data for you as well as configure your users so that they’re all set up and ready to go!
Our 10-day custom engagement will include the gathering of business requirements as well as project management and documentation. When you choose Dynamics Edge you are choosing a trusted Microsoft partner with decades of expertise, our experience goes back to the days of Dynamics CRM 4.0 and we also have the most up-to-date talent and skill set for the new Dynamics 365 for Customer Engagement product. We bring these benefits to you and your organization, for the success of your Dynamics 365 for Customer Engagement Custom Deployment and Implementation through this valuable package.
Dynamics 365 For Customer Engagement (CRM) Custom Deployment Consulting and Training Agenda
Week 1 – Initial Planning, Initial Deployment and Implementation
- Initial launch plan meeting to start reviewing and confirming the scope of your project
- In-depth, detailed gathering of requirements including to discuss and review your desired functionality
- Reviewing of the existing email templates, data, and reports to be imported.
- Develop and build out your customizations for Opportunities, Activities, Cases, Accounts, Contacts, and Leads
- Week Review: We will demonstrate you the configured and customized functionality and show you the finalized milestones of the application.
Week 2 – Additional Deployment, Development and Additional Custom Dynamics 365 Customer Engagement Training
- Develop and configure customized Entities, E-mail Templates and Workflows.
- Build dashboards and custom reports.
- Import data for Contacts, Leads, Opportunities, and Accounts.
- Get your users trained on the system that has been fully configured and custom tailored just for you.
Dynamics 365 Deployment Package Deliverables
You will have your very own Dynamics 365 for Customer Engagement solution custom tailored just for you and built on the solid foundation of the Microsoft Dynamics 365 CRM platform.
This includes leads, opportunities, case management, accounts, and contacts.
Your customized solution can do key business day-to-day tasks like integrate with your email, track events or incidents, and improve your customer insights though dashboards and reporting.
Dynamics 365 for Customer Engagement (CRM) Application customization includes:
- Contacts and Accounts
- Opportunity and Lead tracking
- Management of Cases
- Activity tracking including (Appointments, Tasks, Emails and Phone Calls)
- Email Integration through Microsoft Dynamics 365 App for Outlook
- Access from mobile devices
- Workflow processes, up to five (5) workflows
- Communication or e-mail templates, up to ten (10) email templates
- Up to three (3) custom objects
- Up to five (5) custom dashboards and reports
IMPORTANT: Please be informed that for the purposes of our Policies, this entire package is considered as a "consulting" and "custom training" package, with all elements being considered as "consulting" and "custom training."
Dynamics 365 for Retail Training Course