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Dynamics 365 for Sales Checklist


Get started right with Dynamics 365 for Sales

Every organization needs an adaptable sales team that can meet the changing expectations of buyers. Dynamics 365 for Sales will help you optimize sales processes, improve customer relationships, and simplify performance reporting.
Our checklist will help you plan a more successful implementation, so your organization can start reaping the benefits quicker. You can use these strategies to optimize other important business processes using Dynamics. The same basic principles apply: summarizing your challenges, setting objectives, documenting the processes, creating roles, and forming teams.
By filling out this checklist, you will take your first steps toward success with Dynamics 365 for Sales.
We recommend filling it out completely to ensure your implementation team or Office 365 consultant has the information they need to set your portal up right. Believe us, investing a little time in the planning stage will put you way ahead of the game!
  • Summarize Challenges
  • Set Objectives
  • Document the Roles & Permissions Associated with the Process
  • Define the Sales Process you are trying to Streamline
  • Create Teams
  • Define the different roles within your processes and list what permissions they have to see, create and edit different things
  • Create teams to make decisions about strategy, finalize the information architecture, and answer technical questions.