Dynamics 365 Sales Initial Setup — CRM Configuration
Dynamics 365 Sales – Initial Setup is a 1-day implementation service for organizations that need Dynamics 365 Sales configured in their Microsoft 365 or Dynamics 365 subscription to support their sales process. IT Partner creates a Dynamics 365 Sales environment, defines user roles and permissions, integrates Dynamics 365 Sales with Microsoft Office Suite, and provides a project closeout report. SKU: ITPWW470IMPOT. Price: $575 per project. Manager: Roman Sotnik.
What this engagement is
Dynamics 365 Sales is Microsoft’s CRM application for managing customer relationships, leads, opportunities, customer interactions, and sales activities. This service configures the application to align with your organization’s sales requirements by creating a Dynamics 365 Sales environment in your Microsoft 365 or Dynamics 365 subscription, setting up access based on user roles and responsibilities, configuring relevant fields, forms, and views, and integrating Dynamics 365 Sales with Microsoft Office Suite. The service duration is 1 day and the price is $575 per project.
Success criteria
What you receive
How the work unfolds
Kickoff meeting.
Create a dedicated environment for Dynamics 365 Sales through the Microsoft Power Platform admin center or the Dynamics 365 admin center.
Specify who has access to which features and data based on their roles and responsibilities. Set up security roles and configure data access controls to ensure data privacy and security.
Configure fields, forms, and views to capture and display relevant information.
Integrate Dynamics 365 Sales with Office Suite.
Follow-up / closure conversations.
Prerequisites
Who does what
IT Partner
- Create a Dynamics 365 Sales environment within your Microsoft 365 or Dynamics 365 subscription.
- Define user roles and permissions within Dynamics 365 Sales.
- Integrate Dynamics 365 Sales with Microsoft Office Suite.
Your team
- Provide a dedicated point of contact responsible for working with IT Partner and coordinate any outside vendor resources and schedules, if needed.
- Coordinate any outside vendor resources and schedules.
- Participate in the project discussion and provide all the information necessary to implement the solution.
What's not included
Frequently asked questions
What is included in the Dynamics 365 Sales – Initial Setup service?
Dynamics 365 Sales – Initial Setup includes creating a Dynamics 365 Sales environment in your Microsoft 365 or Dynamics 365 subscription, defining user roles and permissions, configuring relevant fields, forms, and views, integrating Dynamics 365 Sales with Microsoft Office Suite, and providing a project closeout report. The service is designed as an initial 1-day configuration to help align Dynamics 365 Sales with your sales process.
How long does the Dynamics 365 Sales initial setup take?
The Dynamics 365 Sales – Initial Setup service is a 1-day implementation engagement. The timeline assumes the required subscription is available and the client provides the information and coordination needed during the project.
How much does the Dynamics 365 Sales – Initial Setup service cost?
Dynamics 365 Sales – Initial Setup costs $575 per project. The service SKU is ITPWW470IMPOT.
What prerequisites are required before starting this service?
You must have an appropriate Dynamics 365 subscription or be prepared to purchase one before the setup can be completed. IT Partner configures the Dynamics 365 Sales environment within your Microsoft 365 or Dynamics 365 subscription, so the correct licensing and tenant access are required.
Does this service include purchasing Dynamics 365 licenses?
The service requires an appropriate Dynamics 365 subscription, but the provided scope does not state that license purchase is included in the $575 project price. If you do not already have the required subscription, you should confirm licensing purchase and assignment details with IT Partner before the engagement starts.
What happens during the implementation?
The implementation includes a kickoff meeting, creation of the Dynamics 365 Sales environment, configuration of access and security, configuration of fields, forms, and views, integration with Microsoft Office Suite, and follow-up or closure conversations. These steps are completed as part of the 1-day initial setup service.
What does IT Partner configure in Dynamics 365 Sales?
IT Partner configures the Dynamics 365 Sales environment, user roles and permissions, data access controls, relevant fields, forms, and views, and the Microsoft Office Suite integration. The goal is to make Dynamics 365 Sales usable for managing leads, opportunities, customer interactions, and sales activities based on your organization’s sales requirements.
Does this service include data migration into Dynamics 365 Sales?
No, data migration is not included in the Dynamics 365 Sales – Initial Setup service. If you need existing leads, accounts, contacts, opportunities, or other CRM data migrated, that would need to be scoped separately.
Does this service include user training for Dynamics 365 Sales?
No, customer team training is not included in this service. Training can be added as an additional service if your users need guided instruction after the initial setup.
Does IT Partner notify our users about the upcoming Dynamics 365 Sales changes?
No, informing users about upcoming changes is not included in the service scope. The client is responsible for internal communications unless a separate service is arranged.
What are the client’s responsibilities during the setup?
The client must provide a dedicated point of contact, participate in project discussions, and provide the information necessary to implement the solution. The client is also responsible for coordinating any outside vendor resources and schedules if they are needed.
What is IT Partner responsible for during this service?
IT Partner is responsible for creating the Dynamics 365 Sales environment within your Microsoft 365 or Dynamics 365 subscription, defining user roles and permissions, and integrating Dynamics 365 Sales with Microsoft Office Suite. IT Partner also provides the project closeout report at the end of the engagement.
Will employees be able to access Dynamics 365 Sales from any device after setup?
Yes, one of the stated success criteria is that employees can access Dynamics 365 Sales from any device. Access still depends on the configured roles, permissions, licensing, and your organization’s Microsoft environment.
Does the service include security role and permission setup?
Yes, the service includes defining user roles and permissions within Dynamics 365 Sales. IT Partner configures access based on roles and responsibilities and sets up data access controls to support privacy and security.
Does this setup include customizing fields, forms, and views?
Yes, the service includes configuring fields, forms, and views to capture and display relevant information. The scope is for initial setup configuration, so any advanced or extensive customization should be confirmed with IT Partner before the project.
What Microsoft Office integration is included?
The service includes integrating Dynamics 365 Sales with Microsoft Office Suite. The exact Office applications, scenarios, and configuration details are not specified in the service description, so you should confirm the specific integration expectations with IT Partner during scoping or kickoff.
Will this setup cause downtime or disrupt business operations?
The service description does not specify expected downtime or business disruption. Because this is an initial setup of a Dynamics 365 Sales environment rather than a stated migration or cutover, any business impact should be confirmed with IT Partner based on your tenant, licensing, and integration requirements.
What is delivered at the end of the project?
At the end of the project, you receive a configured Dynamics 365 Sales environment, defined user roles and permissions, Microsoft Office Suite integration, configured fields, forms, and views, and a project closeout report. The closeout report indicates final project status, acceptance criteria matching, any outstanding issues, and the final budget.
Does the service include detailed documentation?
The service includes a project closeout report, but more extensive documentation is not included. Additional documentation can be provided for an additional fee if needed.
Who manages the Dynamics 365 Sales – Initial Setup service at IT Partner?
The listed manager for the Dynamics 365 Sales – Initial Setup service is Roman Sotnik. For project-specific scheduling, scope confirmation, or licensing questions, you should confirm details directly with IT Partner.