Deliverables

• Functional Requirements document (FRD) including User requirements based on Out of the box Feature.
• Setup Design Document (SDD) including Configuration Checklist, Apps Setting
• Sandbox/ Production Environment configurated as per FRD.
• Ready to use Production environment integrated with Outlook and SharePoint and MS Teams (Base on Customer license)
• Migrated master data (Exist Account, Contact) to Dynamics 365 Sales
• User Role and Permission setup using predefined security roles.
• Train your users and administrators on how to use Dynamics 365 Sales
• Support user Go-live.

Outcome

• Increased sales productivity and efficiency
• Enhanced visibility of the sales pipeline for both salespeople and sales managers
• Improved collaboration and communication among the sales team and with customers
• Identify and prioritize the most promising leads with Lead Scoring
• Build and maintain relationships with key decision makers with Who Knows Whom
• Stay on top of your tasks and opportunities with Up Next
• Improve accuracy and visibility of sales pipeline with Forecasting.