Quick Start: Dynamics 365 Sales in action:
Dynamics 365 Sales – Quick Start
The Quick Start Dynamics 365 Sales package is the ideal solution for companies looking to quickly and efficiently start digitalizing their sales process, from lead qualification and opportunity management, a 4-stage sales process, acceleration sequences, to automatic generation of quotes, contracts, and orders. Everything implemented in 3–4 weeks.
Designed to accelerate the sales cycle, this package enables sales teams to create a standardized quote in less than 1 hour, track customer interactions, and work within a logical, well-structured flow.
Description
Description
What’s included in the package:
01 — Environment Setup & Configuration
What you do now: you manually provision the environment, configure security roles one by one, and integrate email with Exchange without a clear plan.
What you get:
🔹 D365 Sales Professional / Enterprise environment provisioned and configured
🔹 Security roles and user access for up to 10 users
🔹 Email integration via Exchange Server & Teams
02 — Basic Sales Process Configuration
What you do now: you work with unadapted standard entities, without consistent price lists and without pipeline reports.
What you get:
🔹 Lead, Account, Contact, Opportunity, Quote, Order customization
🔹 Products, price lists, and product bundles configuration
🔹 Full reporting: Sales pipeline, Revenue, Goals
03 — Implementing Sales Process Flow
What you do now: you track opportunities manually, send quotes from Word, and have no clear follow-up sequence.
What you get:
🔹 “Lead to Opportunity” Business Process Flow in 4 stages
🔹 Up to 3 document templates (quote, NDA, contract)
🔹 Acceleration sequences (Lead qualification, Offer follow-up)
04 — Data Migration, Training & Go-Live
What you do now: data is scattered across Excel files, the team doesn’t know how to use the CRM, and you have no post go-live support.
What you get:
🔹 Data import for Accounts, Contacts, Products, Price Lists
🔹 Two training sessions (up to 2h each) + user manuals
🔹 2 weeks post-implementation support (Hypercare)
Additional information
Additional information
| Implementation time | 3–4 săptămâni |
|---|---|
| Who is it for | IMM-uri cu minim 15 utilizatori |
| Required licenses | Dynamics 365 Sales Professional sau Enterprise |
| Post-implementation support | Pachet anual 25 ore sau 50 ore (opțional) |
| Price includes | Configurare CRM complet + pipeline vânzări + training |
| Price does not include | Licențele Microsoft (se achiziționează separat sau prin noi) |
Contact
Please contact us for details.
