Quick Start: Dynamics 365 Sales in action:

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)