We’ll help you reduce the clutter and noise and make sure your team is focused on the things that matter. The installation and streamlining portion of the OnTrack program centers around getting the software properly installed, configured and streamlined. These tasks will most likely require assistance from your technical people, IT consulting firm, and if you are going to integrate your Microsoft Dynamics 365 for Sales with your ERP software then we would also need to get assistance from your ERP consultants. This portion of the OnTrack program will take anywhere from one to three weeks typically and is dependent upon the state of your current IT infrastructure and its ability to support the Microsoft Dynamics 365 for Sales software.

• Microsoft Dynamics 365 for Sales installation and configuration. QuantaCRM technical consultants will enable the Microsoft Dynamics 365 for Sales software any other necessary technical components making sure everything is operating for your team’s immediate use.

• Email configuration. QuantaCRM technical consultants will install and configure outbound email from within Microsoft Dynamics 365 for Sales. We will also configure email templates for immediate use by your team. We can also configure synchronization with Microsoft Exchange Server.

• ERP integration installation and configuration. QuantaCRM technical consultants are experts in ERP integration. Our consultants will configure integration with your ERP system making sure you are ready to use the system as soon as possible.

QuantaCRM Productivity Enhancement Pack Installation and Configuration.

QuantaCRM technical consultants will install and configure the QuantaCRM Productivity Enhancement Pack. This unique component, offered only to OnTrack clients, is designed to streamline the Microsoft Dynamics 365 for Sales default behavior to ensure your end users are not overloaded with unnecessary information allowing them to work efficiently.

A big part of our plan is centered on making sure the screens and fields make sense to you and your team.

The configuration and personalization OnTrack tasks are focused on providing you with an overview of Microsoft Dynamics 365 for Sales out-of-the-box functionality. Your QuantaCRM consultants will then personalize the software to match your business needs. This is one of the first steps in the OnTrack program and is done during your scheduled Go-Live Period.

• Core Functionality review. QuantaCRM will provide a video that presents a guided tour of key out-of-the-box functionality to give you a deeper understanding of default Microsoft Dynamics 365 for Sales behavior.

• Business Modeling Workbook completion. QuantaCRM will provide a Business Modeling Workbook that will be used by you and your team to indicate the desired changes that you would like to make to the default Microsoft Dynamics 365 for Sales behavior.

• Business Modeling workshop. QuantaCRM will work through the Business Modeling Workbook with you and your key team members to confirm your desired changes and answer any questions that you might have about out-of-the-box functionality.

• System Personalization. QuantaCRM technical consultants will configure the system based upon the information provided in the approved Business Modeling Workbook. System Personalization is intended to be configuration-related tasks including field additions, field removals and field modifications.

System Review.

QuantaCRM will review the system modifications done during the System Personalization tasks with you and your key team members.

Our training approach is a combination of instructor led and hands-on experiences designed to help your team become pros in short order.

The OnTrack training portion of the program is focused on ensuring that you and your team have the proper knowledge to effectively use your Microsoft Dynamics 365 for Sales system. Depending on the OnTrack package that you select, certain training sessions will be videos or instructor-led sessions with hands-on workbook exercises.

Instructor-led training sessions are generally hosted online and can be recorded. We do limit class size in order to maximize knowledge transfer. If you prefer onsite training we can do this as well.

These tasks are done over the second and third days of your scheduled Go-Live Week.

• Administrator review. QuantaCRM will provide training on key administrative tasks including User Setup and Configuration, Security Configuration, Email Configuration, Email Template Creation, Dashboard Creation, and other common administrative functions. This task will be approximately three hours long and will take place in the afternoon of the second day of the scheduled Go-Live Period.

• Data Import review. QuantaCRM will provide a video that details how to import contact data into Microsoft Dynamics 365 for Sales using the standard import functionality.

• Data Import workshop. QuantaCRM will work through a data import session of an Excel or CSV file containing basic company and contact information. We will show you how to merge records to eliminate duplicates as necessary. This will take place as the final task at the end of the second day.

• Sales Optimization review. QuantaCRM will provide training on a typical day-in-the-life of a salesperson including Creating and Finding People, Creating and Finding Companies, Recording and Finding Interactions, Sending Emails, Creating and Finding Opportunities, Using the Calendar, and other common sales activities. This session will be up to three hours long and will take place in the morning of the third day of the scheduled Go-Live Period.

Outlook Integration review.

QuantaCRM will provide a video that details how Outlook integration works and steps required to configuring it on your systems

We stick around after you go live to give you guidance and support in the crucial first month to get you on the path to success.

The go-live and mentoring portion of the program is designed and delivered in such a way to ensure that real value is realized from your Microsoft Dynamics 365 for Sales investment almost immediately. The mentoring portion is primarily done by providing scheduled meetings with our Microsoft Dynamics 365 for Sales experts after you go live. We like to consider this your training wheels period.

Once the Go-Live piece of the project is completed we are then able to schedule the following items over the following weeks.

• Go-Live sign-off. At the end of the Installation and Streamlining, Configuration and Personalization, and Training portions of the project you will be asked to sign-off on the work to-date. At this point, you and your team will be live on your Microsoft Dynamics 365 for Sales system.

• Post Go-Live Coaching Sessions. QuantaCRM will provide weekly sessions with your QuantaCRM Success Coach to address any concerns or questions about your Microsoft Dynamics 365 for Sales system. During these sessions, you can request additional training or ask questions or request any assistance that you feel is essential to your success. If you do not have any specific items to address, we will provide additional guidance and direction to ensure that you are beginning to adopt the system properly.

This fifth principle of CRM implementation success is up to you and your team to own …

Once you are up and running with Microsoft Dynamics 365 for Sales, you need to build the proper policies and habits to ensure continued adoption and success.