Duration: 4-6 weeks Accelerate the success of your business with our comprehensive Dynamics 365 Custom Implementation. We understand that each organization has unique requirements, so we offer a personalized solution for you. Our services encompass a range of crucial aspects, including seamless data migration, accurate contact, and opportunity configuration, custom Power BI reporting, and extensive functional and technical training for all your employees.

Our data migration expertise ensures a smooth transition from your existing systems to Dynamics 365, minimizing disruptions and preserving data integrity. Our team of experts configures your contacts and opportunities within Dynamics 365, tailoring the approach to align perfectly with your business processes. This customization ensures optimal efficiency and empowers your teams to maximize their productivity. Our custom Power BI reporting lets you gain valuable insights from your Dynamics 365 data, enabling informed decision-making and strategic planning.

Experience faster success and unlock the full potential of Dynamics 365 with our tailored implementation solution. Our personalized approach and attention to detail ensure that every aspect of the implementation aligns perfectly with your unique needs, setting the stage for long-term growth and improved productivity.

Agenda During our Dynamics 365 Custom Implementation, we will cover the following:

Gain insight into the current technology usage by the executive and leadership team.
Connect with team members within the organization to identify business objectives, areas for improvement, desired changes, and ultimate business goals
Identify inefficiencies and potential technology risks.
Identify modules needed for a new solution.
New custom solution review and approval.
Assess how reporting can be tailored to meet your business needs.
Licensing and costs associated with upgrading to Dynamics 365.

Deliverables

A custom implementation to meet your specific process needs.
Functional scope of implementation.
A delivery plan including resources and costs.
Set up Dynamics 365: Customer Service, Sales, or Marketing.
Functional training: 2 sessions of 1 hr. each.
Technical training: 1 session of 1.5 hr.
Supplemental 3rd part components and integration options.
Data migration requirements
Post-Go-Live Strategy.
Power BI and Reporting.
You will be up and running in 4-6 weeks.

Embrace a tailored approach that ensures faster success and maximizes the potential of your unique business.

Why Definity First? As a leading Microsoft Partner with over 19 years of experience, we have extensive expertise in leveraging Microsoft's suite of business solutions to revolutionize business operations. Our specialization in Dynamics 365 makes us uniquely equipped to transform your business operations, and our Discovery Session offers valuable insights to help your business achieve new levels of success. By partnering with Definity First for your Dynamics 365 implementation, you can be confident that you are working with a team of experts dedicated to your success.

Dynamics 365 Sales

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