UDS Systems - Dynamics 365 solutions Provider - Logo
Language iconDropdown icon

Microsoft Dynamics 365 Quick StartsMicrosoft Dynamics 365 Quick Starts

UDS Quick Starts for Customer Engagement are the perfect packages for getting started with Dynamics 365 CRM immediately and effectively!

UDS Quick Starts are the perfect packages to start using your CRM immediately!

Get Turnkey Settings In 3-5 Weeks

With UDS services, you can have your Dynamics CRM fully operational in a short period of time, equipped with everything needed (only essential features) for a successful launch!

Each Quick Start is built for scale, ease of use, efficiency, and further growth. It’s suitable for a range of businesses, especially teams new to Dynamics 365 CE.

Plus, an experienced and attentive team will lead this project. Within the project's scope, the service package includes interface adaptation, flow customization, comprehensive employee training, and user support.

Benefits

Our Quick Starts are designed to offer ready-to-go CRM solutions for an immediate start with sales, customer service, marketing, field, and project operations.

Quick Implementation

It means quick results for you! You receive a clear implementation plan and can start using the system for your daily CRM operations.

Essential Features

The key settings are preconfigured with best practices and standard workflows. All D365 modules are easy to activate and can be adapted to your needs.

Wise Prices

With our approach, there is no need for a big project budget: you’ll get a proven estimate without unnecessary steps or functionalities.

Support Team

After the implementation, we will onboard your team and provide ongoing support. Further customization and advanced development can come later, as needed.

UDS Dynamics 365 Quick Starts

We will provide you with a complete solution for using Microsoft Dynamics 365 CE/CRM modules, including Sales, Customer Service, Marketing, and Field Service.

Dynamics 365 Customer Service Quick Start

Strengthen your business with strong customer service through omnichannel engagement, service level agreements (SLAs), smart routing, case and knowledge management, ensuring a great customer experience across all communications and self-service options.

Dynamics 365 sales

Dynamics 365 Sales Quick Start

Set up comprehensive sales management. Track all contacts, accounts, leads, and opportunities with automated business process flows, price and product management, adapted to your needs.

Dynamics 365 Customer Insights

Dynamics 365 Marketing (D365 Customer Insights - Journeys) Quick Start

Improve your marketing with AI-driven tools for your email marketing, event management, customer segmentation, customer journeys, and more.

Dynamics 365 Field Service

Dynamics 365 Field Service Quick Start

Deliver onsite service to your customers anywhere with workflow automation, resource management and scheduling, case and incident management, inventory, and mobile features.

Why You Need D365 Quick Start Services

UDS Systems develops systems that are effective, highly automated, and flexible for further scale, saving your time and money, while covering the crucial needs.

Before starting the project, we collect all the requirements from your side to set up the Dynamics 365 CRM system the way you want.

Do You Need More Information?

Do you want to know what to prepare, where to start, and how much time and resources to allocate?

We are ready to offer you expert assistance with this.

Bg

What Statistics Reports

Companies have reported a 15% increase in seller productivity using Dynamics 365 Sales and Sales Insights.

Companies have reported a 35% boost in customer engagement through targeted campaigns with real-time journeys and a 10-18% improvement in lead conversion rates.

Companies have reported up to 60% improvement in agent productivity, a 20% improvement in first-call resolution rates, and a 15% reduction in misrouted cases.

Companies have reported an average of 13% cost savings in service operations through optimized technician routing and predictive maintenance.

What You Will Get

UDS Quick Start services can include 4 main stages. Check them to see what you will get soon if you start now:

The Service Includes
Initial scope

where we interview you and gather all the information

Basic customization

where we adjust functionality that matches your business processes

Post-development support

where we train your staff

Out-of-scope stage (optional)

that may include additional improvements such as portals, data migration, custom plugins, integrations, and more

The Service Roadmap

  1. Application

    • During this stage we interview you and gather all the requirements
  2. Core D365 deployment

    • D365 Setup, D365 Module installation
    • D365 Users creation
    • Mailing setup (Outlook / Exchange integration)
    • SharePoint / Blob integration
  3. D365 CE module deployment and setting up

    • Model Driven App customization
    • Customization of the site map, forms, views
    • Custom dashboards, fields, workflows
    • Opportunity business process flow
    • Security Roles customization
    • Etc.
  4. Testing

  5. Improving

  6. End users coaching

  7. Go live!

  8. Support

Frequently Asked Questions

Questions about Dynamics 365 CRM Audit Service

What are the UDS D365 Quick Start packages?

UDS D365 Quick Start packages are pre-configured Microsoft Dynamics 365 implementations designed to help companies rapidly deploy CRM capabilities for Customer Service, Sales, Marketing, or Field Service in just a few weeks.

What are the key risks in a Dynamics 365 implementation, and how can we mitigate them?

Common risks include unclear requirements, poor data quality, insufficient user training, and a lack of change management. These risks can be mitigated through strong stakeholder involvement, proper data preparation, comprehensive testing, structured user training, and ongoing communication throughout the project lifecycle.

How much customization is required, and is it advisable?

Dynamics 365 provides extensive out-of-the-box functionality, and many business requirements can be met through configuration rather than customization. Customizations should be kept to a minimum to ensure easier upgrades, lower maintenance costs, and better long-term scalability. The focus is usually on adopting standard best practices unless there is a strong business case for customization.

How to work out which Dynamics 365 modules we actually need for our business?

Dynamics 365 offers multiple modules (such as Sales, Customer Service, Marketing, or Field Service), and not every company needs all of them. The right modules depend on your industry, business size, processes, and growth plans. A discovery and process-mapping phase is typically used to identify which modules will deliver the most value and avoid unnecessary complexity or cost.

Are You Interested?

Please fill out and submit the form for a free consultation. We will contact you as soon as possible.

Choose a convenient time and reserve a slot

or