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Corpdata will register and provision your Dynamics CRM site (one month trial).
We will ensure you can access, login and work with your Dynamics CRM online solution.
We provide advise and documentation on how to integrate Outlook with Dynamics CRM Online.
We will get you started with business and technical training, providing your organisation with access to self-help videos and online help.
Corpdata will provide advise regarding migrating your existing data into Dynamics CRM Online.
We will provide documentation regarding getting the most from your Dynamics CRM Online deployment.
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The Essentials package includes everything in the Standard package as well as:
Five hours of consulting time to assist you with importing your data into Dynamics CRM Online.
Eight hours of Online training with a dedicated Dynamics CRM consultant. The training is broken down into 4 two hour online training sessions. Topics can include any of the following:
Sales, Marketing, Services, Outlook Integration, Workflow, Reporting, Role based Security or Excel Integration
Three telephone support incidents.
Reduced hourly rates on other services.
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With the Silver package you get everything in Essentials plus:
Two hours of training on Dynamics CRM Online customisations.
Two hours consulting on your organisation's CRM expectations. A report will be created that summarise how Dynamics CRM can address your organisatiions high level requirements.
We will create and build two custom entities with up to 25 custom fields, and no more then five business process workflows rules.
We will work with you on one client side scripting task
An additional three telephone support incidents.
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Everything in the Silver package plus:
To determine the “degree of fit” between your business requirements and any existing systems, including your new Dynamics CRM deployment, Corpdata undertakes a "Fit Gap and Solution Blueprint" engagement.
The deliverables at the end of this engagement are a “Degree of fit” estimate and a Fit Gap and Solution Blueprint report that describes in easy to understand business terminology how Dynamics CRM can be used to best meet the defined needs.
Two additional custom entities.
Five additional workflows.
Twenty additional custom fields.
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