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Dynamics 365 Sales Implementation

We get you up and running on Microsoft D365 Sales in as few as 4 to 6 weeks. Our consultants deliver services onsite or remotely. We develop function blueprint for implementation, migration and training and find the right solution for you.  

Deliverables

  • Initial requirements review and scope finalization.
  • Production, Development and UAT environments preparation.
  • Implement security best practice.
  • Microsoft Teams integration.
  • Outlook integration – depends on the number of users.
  • Business process automation – Approval workflows, quote, and agreement template automation.
  • Reporting and dashboard.
  • Product Catalog configuration.
  • Migration, testing, enhancing, training, and adoption.
  • Electronic contract process automation.
  • Integration with other Microsoft 365 suites and third-party applications.

Migrating data to Dynamics 365. For more information Click Here.

Other Services

  • Integrating D365 Sales with Dynamics 365 Marketing.
  • Integrating D365 Sales with Dynamics 365 Field Service.
  • Integrating D365 Sales with Dynamics 365 Business Central.
  • Integrating D365 Sales with Stripe/PayPal.
  • Integrating D365 Sales with LinkedIn Sales Navigator.
  • Integrating D365 Sales with DocuSign.
  • Integrating D365 Sales with public facing website.
  • Implementing electronic contract process automation by integrating DocuSign and D365
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