Dynamics 365 Sales — CRM Setup & Implementation

Overview

Dynamics 365 Sales — CRM Setup & Implementation gives your sales team one system of record from first lead to closed deal: leads, accounts and contacts, opportunities through an auditable pipeline, products, price lists and quotes, and a forecast leadership can rely on — with Outlook and Teams integration so activity is captured where people already work, and Power BI sales reporting on top.

Delivery is four fixed, outcome-based stages — Discovery & Design, Core Build & Migration, Integration & Reporting, and Test, Train, Cutover & Hypercare — built inside your own Microsoft tenant, with stage-gate acceptance before the next stage is invoiced. Migration from spreadsheets or your current CRM is reconciled count-by-count. A Government Community Cloud (GCC) option covers public-sector buyers, with provisioning lead time, government-issued accounts, feature-availability checks and a security review built into the plan.

The engagement starts from a pre-built sales accelerator — pipeline, sequences, quote-approval automation, persona forms, security roles, a Power BI template and a sample-data loader — so Discovery starts from a working system rather than a blank tenant. The design stance is that adoption is the risk: minimal-field forms, persona-specific views, and spreadsheets retired at cutover. Dynamics 365 Sales, Customer Insights and any telephony licences are procured separately by the client; Copilot and predictive scoring are out of scope here and are quoted under Gen AI Solutions.

What you get

• Solution design document — pipeline stages, lead/opportunity/quote model, products and price lists, security and personas, integration approach, migration mapping
• Configured Dynamics 365 Sales: accounts, contacts, leads, opportunities, quotes, sequences, forecasts, dashboards and persona forms
• Outlook and Teams integration with email-to-activity tracking
• Security model with business units, roles and column-level security
• Power Automate set: lead assignment, follow-up tasks and reminders, stage-change notifications, quote approval
• Power BI sales report with row-level security, embedded in dashboards, documented data model and refresh
• Data migration with count-by-count reconciliation report (Standard and Enterprise)
• UAT scripts and defect log; managed solution promoted to production
• Role-based training, quick-reference guides and administrator guide
• Cutover plan and hypercare log with handover to the client or to a Frontier Plan

Milestones

Each milestone is invoiced only after you approve it in your portal.

Payment terms

• Milestone-based payments: the first milestone is a 25% advance, invoiced at signing and paid before kickoff; each remaining milestone is invoiced only after your explicit approval in the client portal.
• Add-ons (marketing automation setup, external-system feed, onsite days) are invoiced with the stage in which they are delivered.
• Dynamics 365 Sales, Customer Insights – Journeys, Power BI and any telephony licences are procured separately by the client and are not included in the package price.
• Invoices are due Net 15. Payment terms can be negotiated based on the project's scope and duration; any agreed change is confirmed in the signed Consulting Services Agreement.
• All payments are processed securely. Funds are released to delivery partners only after milestone approval.
• Quotes are valid for 30 days. Final scope and pricing are confirmed in the signed Consulting Services Agreement.
• Execution: after Data Arcade review, both parties accept the quote online; the Consulting Services Agreement (MSA + SOW) is then signed electronically by both parties.

Frequently asked questions

What does Dynamics 365 Sales — CRM Setup & Implementation include?

It includes: Solution design document — pipeline stages, lead/opportunity/quote model, products and price lists, security and personas, integration approach, migration mapping; Configured Dynamics 365 Sales: accounts, contacts, leads, opportunities, quotes, sequences, forecasts, dashboards and persona forms; Outlook and Teams integration with email-to-activity tracking; Security model with business units, roles and column-level security; Power Automate set: lead assignment, follow-up tasks and reminders, stage-change notifications, quote approval; Power BI sales report with row-level security, embedded in dashboards, documented data model and refresh; Data migration with count-by-count reconciliation report (Standard and Enterprise); UAT scripts and defect log; managed solution promoted to production; Role-based training, quick-reference guides and administrator guide; Cutover plan and hypercare log with handover to the client or to a Frontier Plan.

How much does Dynamics 365 Sales — CRM Setup & Implementation cost?

The published price range is $35,200 – $243,000. Configure the package with a free account to get your fixed quote; the price is fixed for the agreed scope.

How long does Dynamics 365 Sales — CRM Setup & Implementation take?

Typically 6-16 weeks, depending on the scope you configure.

What do we need to provide?

Dynamics 365 Sales licences (and Customer Insights / Power BI where selected), procured by the client; A named sales-operations lead and a process owner per pipeline; Admin access to a production and a sandbox Dataverse environment; Source exports from spreadsheets or the current CRM for migration (Standard and Enterprise).

How is it paid?

Milestone-based payments: the first milestone is a 25% advance, invoiced at signing and paid before kickoff; each remaining milestone is invoiced only after your explicit approval in the client portal.