Microsoft Dynamics 365 CRM Implementation Package
Why This Implementation Package Stands Out
If you’re looking for a smooth, efficient, and scalable way to roll out a CRM system, our Microsoft Dynamics 365 CRM Implementation Package is designed to meet that need — from initial consultation to post‑go‑live support. With clear, fixed‑price packages, we help businesses of all sizes implement CRM with minimal disruption and predictable outcomes.
Choose the Package That Fits Your Business
Whether you’re a small startup or a large enterprise, we offer three implementation tiers tailored to your needs:
🟢 Standard Package — US$ 2,000 (approx. 4 weeks)
Ideal for small teams or first‑time Dynamics CRM users.
Includes:
Kickoff & discovery workshop: requirement gathering, process walkthrough, KPI definition
Core sales module setup for up to 10 users: Accounts, Contacts, Leads, Opportunities + 3 custom entities (up to 12 fields each), roles/business‑unit configuration, custom views
Automation & business rules: up to 3 workflows
Dashboards & reports: 2 system dashboards, 5 key reports
Data migration: up to 5,000 records (e.g. accounts, leads, contacts)
Testing & go-live support: QA, UAT support, deployment + 1 week post‑go‑live assistance
Training & handover: 1 training session (up to 12 participants)
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🔵 Medium Package — US$ 4,000 (approx. 8 weeks)
Perfect for mid‑sized teams looking for greater automation and reporting.
Includes:
Everything from Standard — plus support for up to 25 users
Configuration of up to 6 custom entities (each up to 18 fields)
Up to 6 automation workflows
4 dashboards & 12 reports
Data migration: up to 10,000 records (multiple entities)
2 weeks post‑go‑live support
Training: 2 sessions for up to 12 attendees each
Advanced Package — US$ 6,500 (approx. 12 weeks)
Crafted for larger organizations needing extensive customization or reporting depth.
Includes:
Everything from Medium — plus support for up to 40 users
Up to 12 custom entities (up to 25 fields each)
Up to 12 automation workflows
5 dashboards & 20 reports (including performance KPIs and forecasts)
Data migration: up to 25,000 records (across all sales‑related entities)
3 weeks of post‑go‑live hypercare support
Training: 3 sessions for up to 12 attendees each
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Additional Add‑Ons (optional, priced separately)
Want more? We also support:
Integration with Outlook, Teams, SharePoint
Advanced automation via Power Automate
Extra dashboards or reports
Advanced analytics using Power BI
Additional data migration
Dataverse / custom API integrations
Plug-ins or custom components via
Our Implementation Approach — Step by Step
Our methodology ensures a smooth, effective rollout of Dynamics CRM:
Discovery & Strategy — Understand your business workflows, gather detailed requirements, and define CRM objectives aligned with your goals.
Design & Build — Configure CRM modules, build custom entities and automation workflows, and set up integrations tailored to your operations.
Testing & Deployment — Perform rigorous QA and user‑acceptance testing, migrate data, and deploy with minimal disruption to business.
Training & Support — Provide training for users/admins, hand over documentation, and ensure post‑go‑live support to help adoption and optimization.
Why Our CRM Implementation Works — Benefits for Your Business
Implementing Microsoft Dynamics 365 CRM with our package offers many advantages:
Unified data & processes: All customer data — leads, contacts, interactions — are centralized, making it easier for sales, marketing, and service teams to coordinate and collaborate.
Microsoft
Automation & efficiency: Routine tasks like data entry, lead tracking, follow‑ups, and reporting get automated — freeing your team to focus on core business activities.
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Better insights & decision‑making: With dashboards, reports, and analytics, you get visibility into sales performance, customer behaviour, and business KPIs — supporting smarter decisions.
CRM Software Blog | Dynamics 365
Scalability & flexibility: As your business grows, the CRM can scale — add more users, more custom entities, integrations, automation or analytics without disrupting existing workflows.
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Improved customer experience: A centralized CRM lets you offer personalized service, faster response times, and consistent communication — leading to higher customer satisfaction & retention.
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Ready to Start?
If you’re ready to bring structure, automation, and clarity to your customer‑facing operations — and scale smoothly as you grow — our Microsoft Dynamics 365 CRM Implementation Packages are built to deliver. Contact us today to plan your CRM rollout and begin within 48 hours of requirement confirmation.
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