Introducing our Powerhouse Plan, ideal for businesses with an existing CRM system seeking enhanced capabilities. Experience a robust implementation that drives productivity, streamlines processes, and ensures widespread user adoption, empowering your sales team for success with Dynamics 365 for Sales.
- Lead -> Opportunity Business Process Flow customizations
- Contact and Account Management
- Activity tracking (emails, tasks, calendar)
- O365/Exchange Integration
- Includes minimal process flows & screen customizations
- Includes setup of 2 email templates and 2 workflows
- Includes a custom dashboard
- Up to 5 custom views
- User training
- Includes 4 Hours of live web training sessions
- Data conversion completed by Customer (information must be provided by customer)
- Includes Andosi SharePoint Attachment Extractor Tool for storage management
$9,400
Estimated Timeframe - 4 Weeks