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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.

SKU:

BARCODE:

PRODUCT TYPE:

$7,200.00 USD

Starter
Standard
Advanced
PRODUCT INFORMATION
Requirement
CUSTOMER REVIEWS
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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Dynamics 365 Sales Implementation, deployment and configuration | PartnerHelper Cloud Store

Dynamics 365 Sales Implementation, deployment and configuration

$7,200.00 USD
Starter
Standard
Advanced