Trust | Dynamics 365 Sales Express Implementation

Trust | Dynamics 365 Sales Express Implementation is a professional implementation service designed to help organizations deploy Microsoft Dynamics 365 Sales using a structured and proven implementation methodology. Delivered over approximately 4 weeks, this engagement enables sales teams to adopt a modern customer relationship management (CRM) solution that supports lead management, opportunity tracking, pipeline visibility, sales forecasting, and customer engagement.

The implementation focuses on configuring core Dynamics 365 Sales capabilities to align with the organization's sales processes, improve data visibility, and support consistent sales execution. Trust works closely with stakeholders to gather business requirements, configure the solution, migrate core sales data, validate business processes, and prepare users for a successful production deployment.

The engagement typically includes:

• Project planning and implementation workshops
• Business requirements discovery and solution design
• Environment provisioning and system configuration
• Account, contact, lead, and opportunity management configuration
• Sales process and pipeline configuration
• Activity and task management configuration
• Standard dashboards and reporting configuration
• Security roles and user access configuration
• Core data migration
• User acceptance testing (UAT)
• End-user training and knowledge transfer
• Production deployment and go-live support

Deliverables

Upon completion of the engagement, customers receive:

• A configured Microsoft Dynamics 365 Sales environment
• Configured sales processes based on the agreed project scope
• Migrated core sales data
• Configured security roles and user permissions
• Standard sales dashboards and reports
• End-user training
• Solution documentation and knowledge transfer
• Go-live support

This service is suitable for organizations implementing Microsoft Dynamics 365 Sales for the first time or replacing legacy CRM solutions with a modern cloud-based customer relationship management platform. The implementation approach is designed to accelerate deployment, support user adoption, improve sales process visibility, and establish a scalable foundation for future business growth.

Trust helps organizations implement business applications using structured methodologies, industry best practices, and collaborative delivery. Every implementation is designed around agreed business requirements, enabling customers to establish scalable business processes, improve operational visibility, and support future growth.