D365 Sales Onboarding: 1-Week Workshop

The post-installation service package provides initial setup of Dynamics 365 Sales, import of customer database, initial training, and support after Go-live in 6 phases. Typical agenda includes:

Day 1 Analytical workshop An on-line collaborative meeting that helps to define • A Microsoft Account to access an existing customer tenant or information to create a new customer tenant, • Security roles for individual users, • Structure of the company's organizational units, • Preferred environment settings (such as base currency or organization language), • The logic behind the migration templates to import Accounts and Contacts. The output is recorded information for subsequent product parameterization. And migration templates passed to the customer.

Day 2 Microsoft 365 tenant setup and commissioning First, you need to get your Microsoft 365 tenant up and running (if it doesn't exist, we'll set it up for you). Next, we will create the environment and install the Dynamics 365 Sales there.

Day 3 Set up of the organizational structure and user roles We will set up the organizational structure of each branch or department of the company. Then we will assign users to this structure and their security roles.

Day 4 Migration of Accounts and Contacts Next you want to import Accounts(companies) and Contacts into the new system. We will use migration templates, that are filled in by the customer.

Day 5 Training on the typical user scenarios of Dynamics 365 Sales In an already commissioned organization, we will conduct initial training focused on the basic orientation in the Dynamics 365 Sales application, basics of working with Accounts, Contacts, Activities, Leads and Opportunities. Training will be conducted online using Microsoft Teams for a total of up to 4 hours.

Followed with: Hypercare This is support budget of 8 hours of remote support once the system is deployed and operational. It can be drawn upon within two weeks after users have been trained.