Dynamics 365 Sales – Initial Setup
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$575
ADD TO CART
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Dynamics 365 Sales, a Microsoft CRM solution, optimizes sales processes, tracks interactions, and manages leads. Our task is to customize it according to your specific needs.
IT Partner:
- Establish Dynamics 365 Sales environment.
- Define user roles and permissions.
- Integrate with Microsoft Office Suite.
Client:
- Appoint a contact person.
- Coordinate with vendors.
- Participate in project discussions.
Prerequisites:
- Dynamics 365 subscription.
Project Plan:
- Kick-off meeting.
- Set up Dynamics 365 Sales environment.
- Define user access and security roles.
- Customize fields and forms.
- Integrate with Office Suite.
- Follow-up discussions.
Success Criteria:
- Successful Dynamics 365 Sales setup.
- Accessible from any device.