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Customer experience | Sales, Customer Insights,...
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Steps in Implementing Dynamics 365 (Sales)

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Posted on by 5

Hello

We are in the process of implementing Sales for an organisation and would like some bit of help in organising my thoughts around what we need to do and in what order please. For now I am mostly interested in the preparatory work around understanding the organisational structure, their products, sales cycle and business requirements and not necessarily the technical aspects of the implementation. More like the very first business analysis activities.

Thank you for the help.

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  • Suggested answer
    Susana Carneiro Profile Picture
    Microsoft Employee on at

    Hello Charlie,

    Please refer to dynamics.microsoft.com/.../. Here you can chat, call or request our Dynamics 365 Sales team to contact you to provide more details about Dynamics 365.

    docs.microsoft.com/.../ - Here you will also find Dynamics 365 documentation with learnings as well.

    dynamics.microsoft.com/.../ - Here you fill find more about Dynamics 365 pricing.

    Hope this helps.

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