Prepare the data
Select accounts, contacts and active opportunities for migration. Map source columns, resolve duplicates and agree ownership before a trial import is checked by business users.
Biz Apps / Overview
DIGITAL CLOUD / Biz Apps
CRM Easy Start
Begin CRM adoption with a manageable sales process. Agree core fields, user roles and a pilot team before extending the system.
Plan your solution01
CRM Easy Start
Understanding the solution
A focused CRM introduction starts with one repeatable sales journey in Dynamics 365 Sales. Digital Cloud can help a pilot team move from shared spreadsheets to consistent records, with an implementation scope based on the fields, roles and activities they actually need.
Dynamics 365 Sales supports account and contact records, opportunities and sales activities. A CRM project defines the stages, required information and follow-up practices that match your sales process. Customer Insights or additional integrations should be evaluated against a specific marketing or customer-information requirement. CRM organizes customer relationships and sales activity around a shared record. Its usefulness depends on consistent sales stages, usable data and a process the team is willing to maintain.
Capabilities and scope
Configure the essentials
Set up required fields, pipeline stages, personal views and a useful dashboard. Add a quotation template or Microsoft 365 connection where included in the agreed scope and supported by the selected licence.
Make adoption practical
Run role-based exercises covering a new lead, a follow-up task and an opportunity update. Capture feedback and assign an internal owner for future field changes and user questions.
A practical example
A small sales team tests its current opportunities in the pilot, compares totals with the source spreadsheet and confirms that another colleague can continue the conversation during an absence.
What your project can deliver
- Migration mapping and trial-import findings
- Configured pilot sales process and views
- User exercises and a prioritised expansion list
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
02
Requirements and considerations
Define fields, stages, roles, reporting and integrations. Clean migration data, test permissions and train a pilot group before extending the process to the wider team.
CRM Easy Start
Project priorities
Core fields
Pilot users
Adoption feedback
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
Your engagement
How Digital Cloud can help
| Project phase | What happens |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
CRM Easy Start
Questions before you start
Is this a predefined software package?
This page describes a scoped implementation service for Microsoft Dynamics 365 Sales. Licences, integrations, migration volume and additional functionality are agreed in the proposal.
What determines the cost and schedule?
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
What will we receive?
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
Can this work with our existing systems?
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
What happens after the initial work?
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.
Product documentationMicrosoft Learn ↗