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Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
Customer Insight & Journeys
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Customer Insight & Journeys

PartnerHelper offers a tailored deployment and configuration of Dynamics 365 Customer Insights, leveraging the platform’s out-of-the-box capabilities to align with your business needs. Our implementation follows Microsoft’s best practices across all levels, including instances, entities, views, and records, ensuring a high-performing, scalable solution.

We engage in collaborative sessions throughout the project lifecycle to review requirements, assess progress, and align on next steps, ensuring seamless implementation and adoption of industry-leading practices.

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PRODUCT TYPE: Deployment Services

VENDOR: PartnerHelper

$60.00 USD

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PRODUCT INFORMATION

PartnerHelper offers a tailored deployment and configuration of Dynamics 365 Customer Insights, leveraging the platform’s out-of-the-box capabilities to align with your business needs. Our implementation follows Microsoft’s best practices across all levels, including instances, entities, views, and records, ensuring a high-performing, scalable solution.

We engage in collaborative sessions throughout the project lifecycle to review requirements, assess progress, and align on next steps, ensuring seamless implementation and adoption of industry-leading practices.

Requirement

Implementation Process:

Discovery: Understand business needs and define project scope.

Configuration: Set up and customize Customer Insights to fit your use case.

Master Tables Configuration: Ensure key data structures are aligned for optimal performance.

Migration (Advanced Tier): Transfer and integrate data from legacy systems.

Quality Assurance: Test functionality to ensure alignment with business requirements.

Training (Standard & Advanced Tiers): Equip your team with the knowledge to maximize platform value.

User Acceptance Testing (UAT): Validate the system with end users.

Go-Live: Launch the solution with minimal disruption.

Support (Standard & Advanced Tiers): Ongoing assistance to ensure smooth operations post-implementation.

Partner with us for a seamless, efficient, and scalable Dynamics 365 Customer Insights implementation that drives actionable insights and business growth.

CUSTOMER REVIEWS

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SUBSCRIPTION AGREEMENT 

In addition to any other End User License Agreement, Terms of Use, Privacy Policy, and/or policies issued by Microsoft and/or Software Brokers of America, Inc. (“PartnerHelper”), the following additional Special Product Terms apply to the Microsoft New Commerce Experience (“NCE”) for licensed-based subscriptions (e.g., Office 365, Dynamics 365, Microsoft 365, etc.) (the “License(s)” and/or “Subscription(s)”). In view of the foregoing, these Special Product Terms, provided by Microsoft, will govern the relationship between Microsoft, PartnerHelper, and the end users (the “Clients”) concerning the Microsoft products.  

It is the PartnerHelper client’s responsibility to carefully review this document and understand the new functionalities the NCE offers, as well as the new options and policies related to the management, terms, and payment of the Subscription. 

Subscription Term: 

  • 1-month Subscription (Monthly Commitment) 
  • PartnerHelper clients may change the number of Licenses month to month. 
  • Pricing is 20% higher than the 12-month Subscription (Annual commitment). 
  • Price protection for only 1 month (starting when PartnerHelper client subscribes to the service) 
  • Billing option: Monthly 
  • 12-month Subscription (Annual commitment) 
  • PartnerHelper clients may not decrease the number of Licenses nor downgrade the service. 
  • Same annual price as previous 12-month Subscription. 
  • Price protection for 12 months. 
  • Billing options: Annual or upfront. 
  • 36-month Subscription (3 years commitment) 
  • PartnerHelper clients may not decrease the number of Licenses nor downgrade the service. 
  • Same annual price as previous 12-month Subscription. 
  • Price protection for 36 months. 
  • Billing options: Annual or upfront. 

 Upgrades:

  • PartnerHelper clients may only upgrade from one paid Subscription to another paid Subscription. 
  • Paid-to-paid upgrades allow upgrades from their current SKU to one with added services. 
  • Subscription downgrades are NOT supported. Any purchases will be automatically invoiced and billed, with no opportunity for refunds.  

 Auto-renew: 

  • When Auto-renew is On: 
  • This is the default value for Auto-renew setup. 
  • Subscription renews at the end of the term. 
  • When Auto-renew is Off: 
  • Subscription does not renew at the end of the term. 
  • Subscription enters “Disabled” status. 

 Cancellation: 

  • Subscriptions can NOT be cancelled after their provisioning. 

 Suspension: 

  • PartnerHelper may suspend and resume a Subscription at any time without cancellation or termination; billing shall continue during suspension. 
  • PartnerHelper will suspend subscriptions if the customer has two overdue invoices. The subscriptions can be made “Active” again after overdue invoices payment. 
  • When subscriptions are suspended immediately enters “Disabled” status: 
  • PartnerHelper clients can’t access services or files.
     

 Billing cycle: 

  • Billing Type = Monthly (with 1-year commitment) – P1Y 
  • You will be billed monthly in advance the first day of each month. Price is protected for 1 year. Subscription will auto-renew by default.  
  • Billing Type = Annual Prepaid (with 1-year commitment) - P1Y  
  • You will be billed full amount in advance and have the service for one year starting from the date of payment. Price is protected for 1 year. Subscription will auto-renew by default. 
  • Billing Type = Annual Prepaid (with 3-year commitment) - P3Y  
  • You will be billed annually in advance and have the service for three years starting from the date of payment. Price is protected for 3 years. Subscription will auto-renew by default. 

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Subscription Term: 

  • 1-month Subscription (Monthly Commitment) 
  • PartnerHelper clients may change the number of Licenses month to month. 
  • Pricing is 20% higher than the 12-month Subscription (Annual commitment). 
  • Price protection for only 1 month (starting when PartnerHelper client subscribes to the service) 
  • Billing option: Monthly 
  • 12-month Subscription (Annual commitment) 
  • PartnerHelper clients may not decrease the number of Licenses nor downgrade the service. 
  • Same annual price as previous 12-month Subscription. 
  • Price protection for 12 months. 
  • Billing options: Annual or upfront. 
  • 36-month Subscription (3 years commitment) 
  • PartnerHelper clients may not decrease the number of Licenses nor downgrade the service. 
  • Same annual price as previous 12-month Subscription. 
  • Price protection for 36 months. 
  • Billing options: Annual or upfront. 

 Upgrades:

  • PartnerHelper clients may only upgrade from one paid Subscription to another paid Subscription. 
  • Paid-to-paid upgrades allow upgrades from their current SKU to one with added services. 
  • Subscription downgrades are NOT supported. Any purchases will be automatically invoiced and billed, with no opportunity for refunds.  

 Auto-renew: 

  • When Auto-renew is On: 
  • This is the default value for Auto-renew setup. 
  • Subscription renews at the end of the term. 
  • When Auto-renew is Off: 
  • Subscription does not renew at the end of the term. 
  • Subscription enters “Disabled” status. 

 Cancellation: 

  • Subscriptions can NOT be cancelled after their provisioning. 

 Suspension: 

  • PartnerHelper may suspend and resume a Subscription at any time without cancellation or termination; billing shall continue during suspension. 
  • PartnerHelper will suspend subscriptions if the customer has two overdue invoices. The subscriptions can be made “Active” again after overdue invoices payment. 
  • When subscriptions are suspended immediately enters “Disabled” status: 
  • PartnerHelper clients can’t access services or files.
     

 Billing cycle: 

  • Billing Type = Monthly (with 1-year commitment) – P1Y 
  • You will be billed monthly in advance the first day of each month. Price is protected for 1 year. Subscription will auto-renew by default.  
  • Billing Type = Annual Prepaid (with 1-year commitment) - P1Y  
  • You will be billed full amount in advance and have the service for one year starting from the date of payment. Price is protected for 1 year. Subscription will auto-renew by default. 
  • Billing Type = Annual Prepaid (with 3-year commitment) - P3Y  
  • You will be billed annually in advance and have the service for three years starting from the date of payment. Price is protected for 3 years. Subscription will auto-renew by default. 

 

Services Terms:

  • We will provide one month of support after Go Live (Standard and Advanced Tier).
  • For key user training project stage we will provide 5 sessions of one hour each (Standard and Advanced Tier). 
  • Each requirement must be discussed in previously scheduled sessions approved by the selected resource.
  • Any other information or support must be agreed in advance and charged as additional.
  • PartnerHelper has support and administration contracts for the platform, which can be presented to the client if required in the final stages of project implementation.
  • Business hours: Monday to Friday from 8:00 am to 5:00 pm EST. Requirements outside working hours must be agreed in advance and the rate would be $90 USD/hour.
  • The workplace is remote, a minimum 8 hours will be charged for onsite work. Travel expenses will be added to the project estimate if required, the travel time will not be chargeable.

 

 

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Customer Insight & Journeys

Customer Insight & Journeys

$60.00 USD