Get started with MS Dynamics 365 Implementation
Its time to move beyond spreadsheets simple CRM for Contact Management. Businesses are becoming more Agile and adopting digital as the norm. Implementing a modern CRM like Dynamics CRM for sales, marketing, field service and customer support has become imperative for succeeding.
Dynamics 365 CE
Soluzione now offers an accelerated fixed scope approach that organizations to get started in no time with Dynamics 365 CE (CRM for fixed price) .
Certified D365 CE Consultants
Dynamics 365 CRM is our core business. We undertake complete automation of pre-sales through to project management. We provide the required training as well as support for Dynamics 365 CE and the Power Platform based solution.
Proven Track Record
Soluzione have been implementing CRM solutions since 2011. We have earned strong client reference sites across many industry verticals and many have advocated our services. We combine our pragmatic Business analysis & consultative skills with expert product knowledge, backed up by Microsoft Gold certifications.
Empowering Dynamics CRM Users
Adoption of users is a major as well as a prerequisite when it comes to CRM. Team Soluzione helps organizations get their team up to speed by providing expensive training and adoption. We place user empowerment at the forefront in every project and understand the need as well as the requirements of users.
JumpStart Dynamics 365 Implementation Package - 3 Days
Perfect for small businesses who have no existing CRM system in place and only in need of basic rollout to handle leads.
Estimated Time: 3 Days
D365 CE for Sales- Basic Initiation & Configuration
- Configure the Out of Box D365 for Sales (D365 SalesPro) license correctly for upto 5 users.
- Configure Users, Rights, and Security correctly (Using Standard Security).
- Standard enablement of D365 and SharePoint Integration for Document Management for standard sales entities.
- Integrate a sample set of data into the CRM as ( Accounts, Contacts, Leads, and Opportunities) in the Dynamics 365.
- Demonstrate and/or Train for (4-5hrs as required) on the operations and key administrative features.
Quick Start Dynamics 365 CE Implementation Package
Perfect for a smaller sales team looking for a fully-functional CRM configured to a Teams specific requirement.
Estimated Time: 5-7 Days
Microsoft D365 Quick Start Package
- Set-up of Dynamics 365 subscriptions.
- Configuration of general Dynamics 365 system settings.
- Addition of users and subscription assignment.
- Set up and Configure Users and Security (Using Standard Security).
- Standard Configuration of Core Entities (Lead Opportunities, Accounts, Contacts).
- Set-up and testing of Email integration D365/Exchange Integration.
- Standard enablement of D365 and SharePoint Integration for Document Management for standard sales entities.
- Data Import (up to 1,000 records for Accounts/ Contacts using templates provided by Soluzione).
- Online live training of 4 Hours.
Dynamics 365 Implementation FAQs
1. Discovery: Time is spent on reviewing existing business process and reasons of transition are studied. This involves conversation between managers and end users to begin with documenting users. After engaging in architects everything is documented like security, data migration and other functionalities.
2. Designing: Technical designing involves series of steps that requires engagement from our expert team, to understand and interpret the complexities for the implementation of Dynamics 365 in the existing system. Migrations, integrations, quality if data, designing go through a critical evaluation.
3. Implementation: Before actual implementation information is extracted in order to know how the actual implementation will be done. We spent enough time on building the base right because we believe that most critical phase for the project is its implementation phase.
4. Testing: After going through the phase of implementation the process of testing and user adoption starts. Criterion is set through a unique process of testing as a result, each criterion includes a quantitative testing method ensuring no production issues, which is possible since criteria are measurable.
5. Deployment and going live: Deployment involves releasing the final product to the users as per their needs and requirements. After weeks and months of designing, implementation, and testing and fixing of bugs and flaws the project goes live.
6. Support: We closely track a system's performance for the first few weeks after it goes live, working with the team to correct any bugs, problems, or hotfixes that arise. We keep a close eye on this stage after a launch because most implementations fail at this phase, so we double down on our efforts to ensure project progress.
Soluzione's approach, guidance, and collaborative methodology ensure that we stay on course to meet the agreed objective together. We are experienced and take care to make your CRM project a success and avoid the typical pitfalls while doing so. Choose any of our Dynamics 365 CE implementation packages based on your requirement and budget.
The price is determined by the implementation approach selected. Our Quickstart implementation for Dynamics 365 Sales comes with our managed service at no additional cost. A typical Dynamics 365 Quickstart pack, may take around 3-Days and starts at $1300+Taxes. The package will cover an initial deployment of Dynamics 365 and rapid implementation.
The size of the project and even the complexity of the organization doesn't matter. We believe that if you are looking for a quick implementation followed by rapid maturity of your CRM platform, Soluzione is the right partner to get on board Dynamics 365 and will help you to approach the implementation project with your business needs and requirements in mind.