Microsoft Dynamics 365 Sales - UDS Systems Services

Are you looking for some advanced software to standardize your sales and bring your company to the next level? Then Microsoft Dynamics 365 Sales is a perfect match!
Want to know for sure what to prepare, where to start, and how much time and resources to allocate? Then you will like our easy, well-thought-out and risk-free approach.

Are you looking for some advanced software to standardize your sales and bring your company to the next level?
Then Microsoft Dynamics 365 Sales is a perfect match!

Microsoft Dynamics 365 Sales. Quick Start

Push up your sales with Microsoft Dynamics 365 Sales and UDS Systems. Such a mix will let you feel confident that your CRM works for you not you are working for your CRM. Here you will find a service package including everything you need for a successful start. Keep in mind that an experienced and attentive team will lead this project.

Get Turnkey Settings In 3-5 Weeks

Receive a straightforward implementation plan and skilled performers to bypass the hassle of configuring settings. Get your CRM ready effortlessly for a substantial profit.

D365 Sales - CRM Provider Benefit is Profit Orientation

Profit Orientation Benefit

Profit Orientation

We'll set up your CRM just the way you want it, so you can leave any past problems behind and concentrate on what's important.

 D365 Sales - CRM Provider Benefit is No Compromise

No Compromise Benefit

No Compromise

We provide you with a smart budget: a proven plan without unnecessary steps or questionable features.

D365 Sales - CRM Provider Benefit is Wise Prices

Wise Prices Benefit

Wise Prices

We are committed to ensuring a smooth user experience when providing our service. We aim to earn your preference and build a long-lasting partnership.

D365 Sales - CRM Provider Benefit is Support Team

Support Team Benefit

Support Team

Benefits

INITIAL SCOPE

We'll ask you all the necessary questions to understand your needs and turn them into specific tasks. Once we have all the tasks outlined, we'll proceed with installing the right solution. After that, we'll create CRM users and set up email and file storage for seamless workflow.

SERVICE INCLUDES

<ul>
<li>Interviewing, requirements gathering</li>
<li>D365 Setup, Sales Module installation</li>
<li>D365 Users creation</li>
<li>Mailing setup (Outlook / Exchange integration)</li>
<li>SharePoint / Blob integration</li>
</ul>

Customizations

From the basic settings, we will move on to creating CRM functionality to unite and streamline the main business processes of your sales department and display this functionality in an easy-to-read and suitable way. Also, we need to provide employees with different levels of access to the system according to their responsibilities. After that, your team can start using your CRM.

<ul>
<li>Model Driven App customization</li>
<li>Customization of the site map, forms, views</li>
<li>Custom dashboards, fields, workflows</li>
<li>Opportunity business process flow</li>
<li>Security Roles customization</li>
</ul>

Post-Development Scope

We are going to train your staff to be productive at work with the system. Plus, during the agreed time after the successful CRM implementation, the UDS team will be in touch with you to handle any CRM issues.

<ul>
<li>D365 coaching</li>
<li>Post-production support</li>
</ul>

customizations

If you need more than just the UDS Quick Start Sales, we've covered you with additional services. Some can be booked instantly, such as transferring data from your old system. Alternatively, after seeing the quality of our work, you can opt for services such as creating a user-friendly portal for your customers or integrating your CRM with third-party tools popular in your company. If you ever decide to boost your Dynamics 365 Sales capabilities, we'll guide you on the best actions for your specific needs.

You may also book

<ul>
<li>Custom plugins / scripts / web resources development</li>
<li>Azure / Windows Services development</li>
<li>Portal development</li>
<li>Integration development over the Service limits</li>
<li>Customizations and post-development items over the Service limits</li>
<li>Data migration from other systems</li>
</ul>

We begin the project once we have all the requirements and goals approved. You'll stay in the loop on project progress and can always check to ensure everything is on track.

… the result does not match my expectations?

The service comes with a set price because it involves a fixed set of tasks. This means that the cost for these tasks won't change once you approve it.

… the budget increases suddenly?

Our package includes a training program for your employees. We'll organize a thorough overview of your Dynamics 365 Sales for your team and address any questions you may have.

… my team faces difficulties working with CRM?

Dynamics 365 is versatile, fitting into any industry thanks to its wide range of customizable features. UDS Systems has tested this solution since 2007, confirming its effectiveness across various scenarios.

… the product doesn’t fit my industry?

What if …

Service Roadmap of Microsoft Dynamics 365 Sales Quick Start

Service Roadmap

Choose a convenient time and reserve a slot

I accept the <a rel="noopener" href="/privacy-policy/" target="_blank">Privacy Policy</a>

First name

Last name

Email

Company

The total number of employees

Please apply, and we will send you detailed information about Quick Start Sales Service, including the cost. Check your junk or spam folder if you don't see the email after a few minutes.

How to order Quick Start Sales Service?

Get the most out of Dynamics 365 Sales with UDS Systems customizations and our quick start package.

Set up your CRM and sales funnel, boost your sales, and gain more customers with Microsoft Dynamics 365 Sales. We will help you to establish processes from lead generation to deal, automate sales, and enhance customer relationships.

Microsoft Dynamics 365 Sales. Quick StartMicrosoft Dynamics 365 Sales. Quick Start

Get Turnkey Settings In 3-5 Weeks