Dynamics 365 Sales – Initial Setup is a fixed-scope, $875 Quick Start for organizations that are new to Dynamics 365 Sales and want to get started quickly — without a lengthy discovery or consulting engagement. In 5 total hours (4 hours of implementation work plus 1 hour of knowledge transfer, walkthrough, and Q&A), IT Partner verifies your environment, licenses, and security roles, configures the standard lead, account, contact, and opportunity management entities, validates Outlook integration and pipeline visibility, and walks your team through daily CRM usage. The goal is not a fully customized CRM — it is a working foundation on Microsoft's out-of-the-box functionality that your sales team can adopt immediately and expand later as needs evolve.
Dynamics 365 Sales is Microsoft's CRM application for managing leads, accounts, contacts, opportunities, and sales activities. Most organizations don't need months of consulting to start using it — they need the foundational capabilities stood up correctly, validated, and explained. That is exactly what this Quick Start delivers. This service establishes the foundation most organizations need before any customization begins: your environment, access, and licenses are verified; the standard Dynamics 365 Sales entities are configured for lead, account, contact, and opportunity management; sales stages, revenue tracking, and ownership assignment are validated; Outlook email and appointment tracking are reviewed; and management gets pipeline visibility through the standard dashboards and reports. The engagement closes with a full hour of knowledge transfer: an environment walkthrough, a lead-to-opportunity process review, a dashboard demonstration, best practices, and open Q&A. In one short engagement, Dynamics 365 Sales becomes operational, your users understand the basics, and your organization has a low-risk CRM foundation, built on Microsoft best practices, that can be expanded whenever business needs call for it. Additional customization, integrations, automation, data migration, reporting, or advanced requirements are available separately on a Time & Materials basis.
Short kickoff, then verification of the Dynamics 365 Sales environment, tenant configuration, user access, licenses, and security role assignments.
Set up lead, account, contact, and opportunity management on the standard Dynamics 365 Sales entities, and review sales activity tracking.
Review sales stages, validate the opportunity lifecycle, revenue and close-date tracking, and ownership assignment; validate Outlook integration with email and appointment tracking.
Set up pipeline visibility and review the opportunity dashboards and management views available out of the box.
Environment walkthrough, lead-to-opportunity process review, opportunity management demonstration, dashboard walkthrough, best practices, and open Q&A.
Five total hours: 4 hours of implementation work — environment, license, and security verification; lead, account, contact, and opportunity management configured on the standard entities; pipeline, revenue tracking, and Outlook integration validated; dashboards reviewed — plus 1 hour of knowledge transfer, walkthrough, and Q&A with your team.
No, and deliberately so. The Quick Start establishes the foundational capabilities most organizations need before customization begins, using Microsoft's standard out-of-the-box functionality. Custom entities, integrations, automation, and migrations are available separately on a Time & Materials basis.
Organizations that are new to Dynamics 365 Sales and want their team managing leads, accounts, contacts, and opportunities quickly — without a lengthy discovery or consulting engagement. For the vast majority of organizations starting out, this is the right first step.
Sign into Dynamics 365 Sales; create and manage leads, accounts, contacts, and opportunities; log customer interactions; track emails and activities; and maintain a basic sales pipeline. Management will be able to view open opportunities, review pipeline status, monitor revenue forecasts with the standard tools, and see sales activity.
The engagement is 5 working hours total, typically scheduled within a few business days depending on your team's availability for the kickoff and the knowledge-transfer hour.
A fixed $875 for the full Quick Start. As with all our fixed-price services, you approve the results before paying.
A Dynamics 365 Sales subscription (we can help you pick the right licenses if you don't have them yet) and administrative access to your tenant. That's it — no data preparation is required for the Quick Start itself.
No. Data migration is a separate, scoped engagement — spreadsheets, legacy CRMs, and third-party systems each migrate differently. We can quote it alongside or after the Quick Start.
The Quick Start validates the standard Outlook integration — email tracking and appointment tracking — and covers productivity best practices in the knowledge-transfer hour. Building custom integrations is out of scope.
Out of scope for the Quick Start — that's what keeps it fast and low-risk. When you're ready, custom entities, forms, Power Automate flows, integrations, advanced reporting, and Copilot enablement are available as separate Time & Materials engagements.
A guided walkthrough of your environment: the lead-to-opportunity process, opportunity management demonstration, dashboard walkthrough, best practices for daily usage, and open Q&A — so your team starts using the CRM the same day.
Yes — that is the point of starting on the standard functionality. The Quick Start leaves you with a clean, best-practice foundation that can be extended with customization, integrations, automation, and advanced reporting whenever your business needs call for it.