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Deployment of Sales 365 to replace Salesforce

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Posted on by DS

We are looking for someone to assist in Deployment of Dynamics 365 Sales.

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Leah Ju Microsoft Employee on at

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Hi partner,

What does deployment mean?

1)Buy license:

https://learn.microsoft.com/en-us/dynamics365/sales/buy-dynamics-365-sales

2)Install apps:

Depending on your license, you can install the Sales Hub or Sales Professional app to get started with Dynamics 365 Sales immediately. If you've bought the team member licenses, use the Sales Team member app.

https://learn.microsoft.com/en-us/dynamics365/sales/install-overview

3)Use the sales Hub app:

https://learn.microsoft.com/en-us/dynamics365/sales/intro-saleshub

4)Add sample data

--Sample data gives you something to experiment with as you learn customer engagement apps, and helps you see how data is organized in the system.

https://learn.microsoft.com/en-us/power-platform/admin/add-remove-sample-data?context=%2Fdynamics365%2Fcontext%2Fsales-context

More information:

--use the Microsoft Power Platform admin center to install, configure, and manage Dynamics 365 apps

https://learn.microsoft.com/en-us/power-platform/admin/manage-apps

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Leah Ju Microsoft Employee on at

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Hi Partner,
Did that answer your question?
Any updates? Please feel free to ask me any questions you may have!
If someone answered your question, can you check this box to mark that response as an answer?

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Mohamed GRAIB 2,504 Moderator on at

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Hi @DS,

Can you explain more

Thank you,

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JD-29051750-0 6 on at

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Hi! We completed this back in 2021 and used Armanino LLP for the move from Salesforce to Dynamics 365. Treana was awesome !

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Adrian Begovich 1,032 Moderator on at

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Hi DS,

I recommend contacting a Microsoft Dynamics 365 Partner in your area from this directory; They will be able to help you.

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