Microsoft Dynamics 365 Sales Implementation offers
Fixed price Dynamics 365 Sales implementation packages to suit all budgets. Help your business to get up and running quickly and easily with our range of low-cost options.
Are you thinking about implementing Microsoft Dynamics 365 Sales CRM?
Close sales faster with actionable insights
Intelligent, AI-driven reminders and notifications ensure that more deals are won and fewer opportunities are missed.
Produce branded quotes using an intelligent product catalogue
Generate and send PDF sales quotes with ease, with the help of product price lists that can be as flexible as you need them to be.
Effectively manage your sales pipeline and forecasts
Guided business processes streamline the sales flow from start to finish. Track performance against defined targets and identify potential risks.
Nurture your sales from enquiry through to order
Identify potential sales and monitor lead source effectiveness. Track sales opportunities and orders to identify up-sell and cross-sell opportunities.
Nurture your sales from enquiry through to order
Identify potential sales and monitor lead source effectiveness. Track sales opportunities and orders to identify up-sell and cross-sell opportunities.
Effectively manage your sales pipeline and forecasts
Guided business processes streamline the sales flow from start to finish. Track performance against defined targets and identify potential risks.
Produce branded quotes using an intelligent
product catalogue
Generate and send PDF sales quotes with ease, with the help of product price lists that can be as flexible as you need them to be.
Close sales faster with actionable insights
Intelligent, AI-driven reminders and notifications ensure that more deals are won and fewer opportunities are missed.
Nurture your sales
from enquiry through
to order
Identify potential sales and monitor lead source effectiveness. Track sales opportunities and orders to identify up-sell and cross-sell opportunities.
Effectively manage your sales pipeline and forecasts
Guided business processes streamline the sales flow from start to finish. Track performance against defined targets and identify potential risks.
Produce branded quotes using an intelligent product catalogue
Generate and send PDF sales quotes with ease, with the help of product price lists that can be as flexible as you need them to be.
Close sales faster
with actionable
insights
Intelligent, AI-driven reminders and notifications ensure that more deals are won and fewer opportunities are missed.
Our Microsoft Dynamics 365
Sales CRM packages
Sales Instant Start 365 - Who is this package the best fit for?
Do you already have an in-house technical team or someone with previous knowledge and skills of the Microsoft Dynamics 365 platform? With our Instant Start 365 package, we will get Microsoft Dynamics 365 Sales set up using best practice, and your team can take it from there. This package is not the best fit for a business with no prior experience of Microsoft Dynamics 365, as it does not include any bespoke customisation specific to your business.
Sales Rapid Start 365 - Who is this package the best fit for?
This package is best for those who need to get up and running with Microsoft Dynamics 365 Sales as soon as possible. This package includes a little bespoke customisation to suit your individual business, ensuring everything is set up correctly. The Sales Rapid Start 365 package is also a good choice for anyone who needs to test-drive the features before adopting the solution more broadly. This package offers an affordable way to get everything up and running smoothly and is best for companies which do not yet have the budget to go the extra mile.
Sales Quick Start 365 - Who is this package the best fit for?
Do you have a growing team who could benefit from a little extra help and training on how to get the most out of Microsoft Dynamics 365 Sales? Our Sales Quick Start 365 package includes a more thorough analysis session so we can determine your requirements and your way of working to create the best fit. This package is also ideal for larger businesses wanting to implement a proof of concept before growing their platform further. This package is also the only one which includes a training and testing session to ensure your team is getting the most out of Microsoft Dynamics 365 Sales and includes more bespoke customisation of the system to suit your individual business.
Need sales and customer service in one neat solution?
If you want to manage your whole customer journey from that first phone call through to managing their orders and delivering a quality service, our combination of Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Service packages are the perfect fit! Find out more information about those here or give us a call.
Our Microsoft Dynamics 365 Sales CRM packages
Sales Instant Start 365 - Who is this package the best fit for?
Do you already have an in-house technical team or someone with previous knowledge and skills of the Microsoft Dynamics 365 platform? With our Instant Start 365 package, we will get Microsoft Dynamics 365 Sales set up using best practise, and your team can take it from there. This package is not the best fit for a business with no prior experience of Microsoft Dynamics 365, as it does not include any bespoke customisation specific to your business.
Sales Rapid Start 365 - Who is this package the best fit for?
This package is best for those who need to get up and running with Microsoft Dynamics 365 Sales as soon as possible. This package includes a little bespoke customisation to suit your individual business, ensuring everything is set up correctly. The Sales Rapid Start 365 package is also a good choice for anyone who needs to test-drive the features before adopting the solution more broadly. This package offers an affordable way to get everything up and running smoothly and is best for companies which do not yet have the budget to go the extra mile.
Sales Quick Start 365 - Who is this package the best fit for?
Do you have a growing team who could benefit from a little extra help and training on how to get the most out of Microsoft Dynamics 365 Sales? Our Sales Quick Start 365 package includes a more thorough analysis session so we can determine your requirements and your way of working to create the best fit. This package is also ideal for larger businesses wanting to implement a proof of concept before growing their platform further. This package is also the only one which includes a training and testing session to ensure your team is getting the most out of Microsoft Dynamics 365 Sales and includes more bespoke customisation of the system to suit your individual business.
Need sales and customer service in one neat solution?
If you want to manage your whole customer journey from that first phone call through to managing their orders and delivering a quality service, our combination of Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Service packages are the perfect fit! Find out more information about those here or give us a call.
Our Microsoft Dynamics 365
Sales CRM packages
Need sales and customer service in one neat solution?
If you want to manage your whole customer journey from that first phone call through to managing their orders and delivering a quality service, our combination of Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Service packages are the perfect fit! Find out more information about those here or give us a call.
Sales Instant Start 365
-
Setup of a new Office 365 tenant if required
-
Creation of a new Dynamics 365 environment
-
Assignment of licences to users
-
Assignment of Security Roles to users
-
Configuration of Server-side Synchronisation
(integration with Office 365) -
Guidance for users on how to access Dynamics 365
-
Introduction to Microsoft’s guides and learning platform
Sales Rapid Start 365
-
Setup of a new Office 365 tenant if required
-
Creation of a new Dynamics 365 environment
-
Assignment of licences to users
-
Assignment of Security Roles to users
-
Configuration of Server-side Synchronisation
(integration with Office 365) -
Basic customisation of Contact, Account, Lead and Opportunity tables (maximum of 30 columns)
-
Customisation/creation of views (maximum of 10 views)
-
Customisation of existing ‘Lead to Opportunity’ and ‘Opportunity’ sales processes
-
Import of Accounts and Contacts using provided templates
-
Guidance for users on how to access Dynamics 365
-
Introduction to Microsoft’s guides and learning platform
Sales Quick Start 365
-
Setup of a new Office 365 tenant if required
-
Creation of a new Dynamics 365 environment
-
Analysis session to fully review your requirements
-
Assignment of licences to users
-
Creation of Business Units and Security Roles
-
Assignment of Business Units and Security Roles to users
-
Configuration of Server-side Synchronisation
(integration with Office 365) -
Basic customisation of Contact, Account, Lead and Opportunity tables (maximum of 100 columns across all tables)
-
Creation of up to 2 custom tables (maximum of 100 columns across all tables)
-
Customisation/creation of views (maximum of 30 views)
-
Customisation of a new ‘lead to opportunity’ sales process (maximum of 8 stages)
-
Customisation of a new opportunity sales process to match above process (maximum of 8 stages)
-
Import of Accounts, Contacts, Leads and Opportunities using provided templates
-
Creation of a new Sales Dashboard
-
Training and Testing session
-
Introduction to Microsoft’s guides and learning platform
Licence options for all packages
Option 1: Dynamics 365 Sales Professional – £53.40 per user, per month
Option 2: Dynamics 365 Sales Enterprise – £78.10 per user, per month
Team Member (for light usage and read-only access) – £6.60 per user, per month
Sales Instant Start 365
-
Setup of a new Office 365 tenant if required
-
Creation of a new Dynamics 365 environment
-
Assignment of licences to users
-
Assignment of Security Roles to users
-
Configuration of Server-side Synchronisation
(integration with Office 365) -
Guidance for users on how to access Dynamics 365
-
Introduction to Microsoft’s guides and learning platform
Licence options
for all packages
Option 1: Dynamics 365 Sales Professional – £53.40 per user, per month
Option 2: Dynamics 365 Sales Enterprise – £78.10 per user, per month
Team Member (for light usage and read-only access) – £6.60 per user, per month
Sales Rapid Start 365
-
Setup of a new Office 365 tenant if required
-
Creation of a new Dynamics 365 environment
-
Assignment of licences to users
-
Assignment of Security Roles to users
-
Configuration of Server-side Synchronisation
(integration with Office 365) -
Basic customisation of Contact, Account, Lead and Opportunity tables (maximum of 30 columns)
-
Customisation/creation of views (maximum of 10 views)
-
Customisation of existing ‘Lead to Opportunity’ and ‘Opportunity’ sales processes
-
Import of Accounts and Contacts using provided templates
-
Guidance for users on how to access Dynamics 365
-
Introduction to Microsoft’s guides and learning platform
Sales Quick Start 365
-
Setup of a new Office 365 tenant if required
-
Creation of a new Dynamics 365 environment
-
Analysis session to fully review your requirements
-
Assignment of licences to users
-
Creation of Business Units and Security Roles
-
Assignment of Business Units and Security Roles to users
-
Configuration of Server-side Synchronisation
(integration with Office 365) -
Basic customisation of Contact, Account, Lead and Opportunity tables (maximum of 100 columns across all tables)
-
Creation of up to 2 custom tables (maximum of 100 columns across all tables)
-
Customisation/creation of views (maximum of 30 views)
-
Customisation of a new ‘lead to opportunity’ sales process (maximum of 8 stages)
-
Customisation of a new opportunity sales process to match above process (maximum of 8 stages)
-
Import of Accounts, Contacts, Leads and Opportunities using provided templates
-
Creation of a new Sales Dashboard
-
Training and Testing session
-
Introduction to Microsoft’s guides and learning platform
Ready to implement Microsoft Dynamics 365 Sales CRM?
Call our Dynamics 365 consultants on 01782 916920 and we could have you set up in a matter of hours (depending on the package chosen).
Do you have a question about our packages? Fill in the form and we’ll be in touch.
Ready to implement Microsoft Dynamics 365 Sales CRM?
Call our Dynamics 365 consultants on 01782 916920 and we could have you set up in a matter of hours (depending on the package chosen).
Do you have a question about our packages? Fill in the form and we’ll be in touch.
The Old Bowling Green, Leek Road
Cellarhead, Stoke-on-Trent
Staffordshire, ST9 0JQ
Telephone: 01782 916920
Website: www.strategy365.co.uk
We help businesses large and small get the most from Microsoft Dynamics 365 and the Power Platform, including implementation, licensing, training and support.
The Old Bowling Green, Leek Road
Cellarhead, Stoke-on-Trent
Staffordshire, ST9 0JQ
Telephone: 01782 916920
Website: www.strategy365.co.uk
We help businesses large and small get the most from Microsoft Dynamics 365 and the Power Platform, including implementation, licensing, training and support.
