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.


Get Started with Microsoft Dynamics 365 for Sales!

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

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

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

ESTIMATED TIMEFRAME: 8 WEEKS

COST: $21,600

WebSan Solutions is a Gold Certified Microsoft Partner

Multi-Award Winning

Gold Microsoft Partner

Microsoft Partner of the Year

Dynamics 365 Business Central

Microsoft Canada Impact Award

Business Applications

Microsoft Inner Circle

Business Applications
WebSan is a Microsoft Solutions Partner

© Copyright 2024 WebSan Solutions Inc.WEBSAN is a trademark of WebSan Solutions Inc. Registered in Canada and other countries.