Microsoft Dynamics 365 Sales. Quick Start
Microsoft Dynamics 365 Sales. Quick Start
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!
Get Turnkey Settings In 3-5 Weeks
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.
Benefits
Profit Orientation
Receive a straightforward implementation plan and skilled performers to bypass the hassle of configuring settings. Get your CRM ready effortlessly for a substantial profit.
No Compromise
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.
Wise Prices
We provide you with a smart budget: a proven plan without unnecessary steps or questionable features.
Support Team
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.
Profit Orientation
Receive a straightforward implementation plan and skilled performers to bypass the hassle of configuring settings. Get your CRM ready effortlessly for a substantial profit.
No Compromise
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.
Wise Prices
We provide you with a smart budget: a proven plan without unnecessary steps or questionable features.
Support Team
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.
INCLUDES
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.
INITIAL SCOPE
- Interviewing, requirements gathering
- D365 Setup, Sales Module installation
- D365 Users creation
- Mailing setup (Outlook / Exchange integration)
- SharePoint / Blob integration
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.
Customizations
- Model Driven App customization
- Customization of the site map, forms, views
- Custom dashboards, fields, workflows
- Opportunity business process flow
- Security Roles customization
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.
Post-Development Scope
- D365 coaching
- Post-production support
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.
customizations
- Custom plugins / scripts / web resources development
- Azure / Windows Services development
- Portal development
- Integration development over the Service limits
- Customizations and post-development items over the Service limits
- Data migration from other systems
What if …
… the result does not match my expectations?
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 budget increases suddenly?
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.
… my team faces difficulties working with CRM?
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.
… the product doesn’t fit my industry?
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.
Service Roadmap
How to order Quick Start Sales Service?
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.
Choose a convenient time and reserve a slot
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