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Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store
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Dynamics 365 Sales Implementation, deployment and configuration

PartnerHelper specializes in the seamless implementation, deployment and configuration of Dynamics 365 Sales, tailored precisely to our clients' needs. Our approach encompasses a comprehensive journey from discovery to post-implementation support, ensuring optimal performance and user satisfaction.

During the discovery phase, we engage in detailed discussions with our clients to understand their requirements thoroughly. Leveraging our expertise, we guide them through deployment and configuration processes, adhering to industry best practices recommended by Microsoft. Our team meticulously configures Dynamics 365 Sales at every level, including instances, entities, views, and records, to ensure it aligns perfectly with our clients' sales processes.

Throughout the project lifecycle, we conduct regular clarification meetings with our clients, keeping them informed about the progress, addressing any concerns, and validating that the implemented solution meets their expectations. This iterative approach allows for continuous improvement and refinement, ensuring a seamless transition to the fully functional Dynamics 365 Sales system.

This implementation, deployment Upon completion, we provide comprehensive training sessions to empower users and facilitate a smooth user acceptance testing (UAT) phase. Finally, we support our clients through the go-live process and beyond, offering ongoing assistance and maintenance to maximize the benefits of Dynamics 365 Sales and take your business to new heights.

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VENDOR: PartnerHelper Cloud Store

$7,200.00 USD

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PRODUCT INFORMATION

PartnerHelper specializes in the seamless implementation, deployment and configuration of Dynamics 365 Sales, tailored precisely to our clients' needs. Our approach encompasses a comprehensive journey from discovery to post-implementation support, ensuring optimal performance and user satisfaction.

During the discovery phase, we engage in detailed discussions with our clients to understand their requirements thoroughly. Leveraging our expertise, we guide them through deployment and configuration processes, adhering to industry best practices recommended by Microsoft. Our team meticulously configures Dynamics 365 Sales at every level, including instances, entities, views, and records, to ensure it aligns perfectly with our clients' sales processes.

Throughout the project lifecycle, we conduct regular clarification meetings with our clients, keeping them informed about the progress, addressing any concerns, and validating that the implemented solution meets their expectations. This iterative approach allows for continuous improvement and refinement, ensuring a seamless transition to the fully functional Dynamics 365 Sales system.

This implementation, deployment Upon completion, we provide comprehensive training sessions to empower users and facilitate a smooth user acceptance testing (UAT) phase. Finally, we support our clients through the go-live process and beyond, offering ongoing assistance and maintenance to maximize the benefits of Dynamics 365 Sales and take your business to new heights.

Requirement

PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs.

We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels.

Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft.

Steps:

 • Discovery

 • Configuration

 • Master tables configuration

 • Migration (Advanced tier)

 • Quality Assurance

 • Training (Standard and Advanced tier)

 • UAT

 • Go-Live

 • Support (Standard and Advanced tier)

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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Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store

Dynamics 365 Sales Implementation, deployment and configuration

$7,200.00 USD
Starter
Standard
Advanced