Dynamics 365 CRM Quick Start


Dynamics 365 CRM Quick Start Package

Designed to provide you with a base set of customisations for Sales and Customer Service, with initial data import and training, our Fixed Price Quick Start Package will get you up and running in Dynamics 365 CRM quickly and smoothly.

  • Project Activities

    Set-up & Configuration

  • Set-up of Dynamics 365 subscriptions
  • Addition of users and subscription assignment
  • Configuration of general Dynamics 365 system settings
  • Set-up and testing of Email integration
  • Configure SharePoint integration for Document Management
  • Enablement of OneNote integration (if required)
  • Data Import

  • Data import from Excel/CSV files, using our Quick Start Data Import Tool
  • Initial data import prior to training
  • Final cut-over data import
  • Training

  • Initial training for staff (1/2 day)
  • Quick Start Solution

    Pre-Packaged Customisations

  • Extensive customisations to Sales and Customer Service, including:
  • All data views customised for best display of your data
  • Custom record types & fields added to enhance the standard Sales & Customer Service applications
  • Form customisations, including dynamic behaviours to improve usability and data capture
  • Account rollup of activities, quotes, orders and invoices
  • Notification emails for key Lead, Opportunity and Case events
  • Custom reports and dashboards
  • More Information