Microsoft Dynamics 365 CRM Implementation Package

Fri, 28 Nov 2025 07:09:27 +0000

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.