Quick Start Implementation – Microsoft Dynamics 365

Overview:
The Microsoft Dynamics 365 Quick Start implementation offering for Sales / Customer Service / Field Service / Marketing gets your business as quickly as possible leveraging the product standard features following the industry best practices to fit your unique business requirements. This quick setup helps you to scale as your business grows with adding additional Customer Engagement apps, features, custom components, data migrations and integrations with 3rd party systems.

For larger or smaller businesses, who are currently managing everything via spreadsheets and manual processes, planning the jump to Microsoft Dynamics 365 Customer Engagement applications such as Dynamics 365 Sales, Marketing, Customer Service and Field Service can be a little overwhelming, with the variety of product options and price points available.
Our fixed cost Dynamics 365 quick start packages, you can choose from predefined options that suit your business size and requirements.

  • Initial Meetings with key business owners
  • Tenant and Environment setups
  • Pre-implementation training
  • Dynamics 365 Sales / Marketing / Customer Service / Field Service Out of the box app setup**
  • Build & Test
  • Provide end user/ admin training
  • Support User Acceptance Testing
  • Perform production deployment activities
  • Provide Hypercare Support (provide post deployment support up to 8 hours)
Week 1
  • Define Scope
  • Tenant, Environments setup
  • Configure Users, Licenses
  • Pre-Implementation Training
Week 2
  • OOB Setup
  • Customizations
  • Data Migration
  • End to End Test
Week 3
  • End User Training
  • Go-Live
  • Hypercare support
  • $3000 for each app

Pi-Square Technologies will provide the following Deliverables:

  • Microsoft 365 Tenant and Environment Provision (Dev, Test and Production)
  • Configure users, and assign security roles (up to 15 users) for D365 users
  • Configured Dynamics 365 Customer Engagement App (Selected app from the scope section)
  • Customized App – Adding 5 Custom entities (100 columns), 10 business rules, upto 2 JavaScript’s
  • Data Migration upto 10k records
  • Configure upto 2 custom reports and 2 dashboards
  • User Training
  • Hypercare support