• Project & Sprint management - 0.5 days Management by Customer Lead Consultant & Squad Lead of overall project delivery, necessary project calls such as kick off and fact finding Development Squad management Managed project lifecycle in Azure Dev Ops

• Sales Training Demonstration – Consultant led session - 0.5 days Demonstration out of the box Dynamics Professional features Dynamics Navigation & Fundamentals Views, Dashboards, Searching, Data Structure Managing Accounts & Contacts Creating new Leads & Opportunities The Sales Pipeline – Lead, Opportunity, Quote, Order How to build a product catalogue & price list Activity Management App for Outlook & Document Storage How to create Word templates Summary Demonstration of Enterprise & Premium features Assistant Cards Lead & Opportunity Scoring Sales Accelerator Conversation Intelligence Forecasting & Intelligent Forecasting Q&A

• Sales Module Deployment - 2.5 days Setup of Development, UAT, Production and Fabric best practice deployment Deployment of Dynamics Sales Professional Modules Base Configuration of Dynamics Sales Professional Modules Configuration of Users & Allocating out of the box security roles Deploy the App for Outlook to requested Office 365 users Deploy the SharePoint document storage integration No allowance for setup of: Setup of product libraries & pricing Build of document templates System customisations & development Data import or creation

• Data Import - 2 days Collaboration with the customer to prepare the production environment with data required to operate Effort here is bound as specified in the budget section, to maximise the outcomes of this time the client should provide clean data. Time spent tidying, correcting, or normalising data sources is counted against the allowance for data import Suggested entities appropriate for import: Accounts Contacts Leads Opportunities Products & Pricing Orders

• Pre-Launch Training – Consultant led session - 0.5 days Ensure all users have access to the platform Demonstration of any imported data & system walkthrough Refresher summary of key elements from sales training session Q&A

• Go-Live Hyper Care - 1 day For Go-Live day customer will have access to a dedicated consultant to triage any issues and answer questions for the Sales Team

Dynamics 365 Sales Pro Standard Engagement: 2-WK Deployment

Fabric

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