201001 Live

Dynamics Edge, utilizing your current sandbox environment, will go through and update your existing Dynamics 365 for Finance and Operations 8.0 environments to version 8.1.X or even the 10.X latest Dynamics 365 for Finance and Operations software application releases.

Dynamics 365 for Finance and Operations Upgrade Deployment Consulting Training Mentoring version 8 version 10

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 Dynamics 365 Finance and Operations upgrade deployment 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!

Update Dynamics 365 for Finance and Operations 8.0 to 8.1.X or 10.x

Right now we are supporting a streamlined Dynamics 365 for Finance and Operations Deployment update experience as compared to a complete or full upgrade. The reason this can be possible is because while there are usually significant differences in the Code Upgrade and Data Upgrade steps between versions, if you start on Dynamics 365 version 8.0 the application schema in that one compared toto 8.1/10.0 tends to be more similar. So in this case the target environmentscould be updated as ifyou would hvae applied a Platform update to the system.

The overall high-level processes that are involved in updating from Dynamics 365 Finance and Operationsversion 8.0 to 8.1.X/10.X includes the following stages:

  1. Deployment of 8.1/10.0 build environments and developer environments.
  2. Branch in the version control and remove certain application hotfixes.
  3. Recompile the custom extensions as well as any ISV solutions.
  4. Produce a single centralized software deployable package.
  5. Merge a valid, deployable package with the proper 8.1 or 10.0 binary update package.
  6. Deploy to the target environments for proper validation.
  7. Deploy to the Production environment.

Dynamics 365 for Operations now often uses the Microsoft Dynamics Lifecycle Services (LCS) environment for deployment and management of both cloud and on-premise builds. We have full competency and in-depth experience with Dynamics 365 for Operations as well as Dynamics Lifecycle Services (LCS) and can effectively get you upgraded.
Dynamics 365 for Finance and Operations is built on the former Dynamics AX platform – if you are still using Dynamics AX rather than Dynamics 365 for Finance and Operations, we do offer separate consulting and training services for Dynamics AX as well – cll or contact us to build the right package for you.

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."

201000 Live

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.

Dynamics 365 for Customer Engagement CRM Deployment Consulting Training

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."