Explore Our Microsoft Dynamics 365 for Sales Implementation Plans

Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals.

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Plan I - Essential

Perfect for a smaller sales team with no existing CRM system in place and only in need of basic assistance.

Lead -> Opportunity Business Process Flow customizations
Contact and Account Management
Activity tracking (emails, tasks, calendar)
O365/Exchange Integration
Online training (free subscription to WebSan University)
Data conversion completed by Customer (training available via WebSan University)

ESTIMATED TIMEFRAME: 2 WEEKS

COST: $6,000

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Plan II - Professional

Perfect for a sales team with a minimal CRM system in place and in need of assistance in designing and implementing a robust CRM system which guarantees end-user adoption.

Lead -> Opportunity Business Process Flow customizations
Contact and Account Management
Activity tracking (emails, tasks, calendar)
O365/Exchange Integration
Includes up to 10 Screen customizations
Includes setup of 3 email templates and 3 workflows
Online training (free subscription to WebSan University)
Includes 4 Hours of live web training sessions
Data Conversion (Accounts, Contacts, open Opportunities, open tasks)

ESTIMATED TIMEFRAME: 4 WEEKS

COST: $10,800

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Plan III - Expert

Perfect for a larger sales team with an existing CRM system in place that requires expert assistance in designing and implementing a powerful CRM system that is a force multiplier for their sales team.

Lead -> Opportunity Business Process Flow customizations
Quote -> Order process flow
Contact and Account Management
Activity tracking (emails, tasks, calendar)
Products with Price Lists
Includes 3 workflows and 2 email templates
Out of the box integration with Business Central included
O365/Exchange Integration includes Sharepoint and OneNote
Online training (free subscription to WebSan University)
Includes 12 Hours of live web training sessions (on-site available for an additional fee)
Data Conversion (Accounts, Contacts, open Opportunities, open tasks, open Quotes, open Orders)
Max 5 custom fields included
Customization of quote and order forms not included