d365 customer service JourneyTEAM Microsoft

Deploy Dynamics 365 Customer Service with Confidence

Keep Microsoft Dynamics 365 Customer Service implementation costs low, while ensuring successful adoption through the Dynamics 365 Customer Service Sherpa Program.

Schedule a demo to guage the best fit for your team.

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Value & Cost Comparison: The Dynamics 365 Customer Service Sherpa Program vs. a Full-service Implementation

What is the Dynamics 365 Customer Service Sherpa program?

The Dynamics 365 Customer Service Sherpa Program is meant to be a jumpstart to a company’s CRM implementation.

Workshop Sessions to teach Dynamics 365 Customer Service Administration Basics.
Weekly coaching sessions to help your company be successful in a self guided implementation with the focus on:
- Following best practices
- Guiding conversations to ensure that each organization is focusing on meeting business objectives
- Discussing Adoption and change management strategies
Weekly open office hours for all Sherpa community participants to ask questions/receive consulting specific to your processes and implementation.
Customizable solution based on your business needs
- Collaboration
  - Outlook
  - Teams
- Integration
  - SharePoint
  - Dynamics Business Central/ERP
  - 3rd Party Integrations
- Dashboarding (Data Visibility)
Limit of 6 people per company

How much does the Dynamics 365 Customer Service Sherpa Program cost? $12,500

How long does the Dynamics 365 Customer Service Sherpa Program last?

6 weeks

What you get: Your team is trained with the skills to lightly tailor an out-of-the-box Dynamics 365 Customer Service implementation to fit your organization's needs.

Interested in talking with a guide?

Click on the button below, fill out the form, and set up an appointment:

Talk to a Guide

What is a Full-Service
Dynamics 365 Customer Service Implementation?

A Full-service Dynamics 365 Customer Service engagement is completely custom to each company based on your needs.

Full Discovery Assessment and Scope of Work to determine what your company needs and wants to achieve and how Dynamics CRM is going to get you there
Business Process Consulting - helping businesses improve their operational efficiency, productivity, profitability, and customer satisfaction by analyzing, designing, and implementing optimized business processes to meet organizational objectives
JourneyTEAM works with you to shape and build your future at speed and scale, delivering continual proof of value to your business, so you can reimagine and reinvent with confidence and purpose
- This could be an out-of-the-box OR a completely custom implementation
- Case Business Processes & Automation that are tailored to fit and enable you to grow
- Knowledge Base Management
- Queues, Automatic Record Creation Rules, & Service Level Agreements
- Collateral (Products and Price Lists)
- Collaboration
  - Outlook
  - Teams
- Integrations
  - SharePoint
  - 3rd Party Integrations
- Dashboarding (Data Visibility)
- Omnichannel: Chat, Telephony, Email, & 3rd Parties

Release Management
- Adoption and Change Management
- UAT & Testing
- Go-live Support

How much does a Full-service Dynamics 365 Customer Service project cost? Projects start at ~$59K

How long does a Full-service Dynamics 365 Customer Service implementation last? Completely customized to you

What you get: Your organization has a Dynamics 365 Customer Service implementation that is custom tailored to your requirements, and your team is trained to know how to use it.

Interested in a pricing estimate quote?

Click on the button below, fill out the form, and get all your questions answered:

Request an Estimate

Deeper Dive into the Dynamics 365 Customer Service Sherpa Program

There are 4 main areas covered in a Sherpa Program:

----------------------------------------------------------------------------- WEEKS 2-6

3. Coaching (Weekly Office Hours)

For the next six weeks, you'll enjoy weekly coaching sessions with your Dynamics CRM Customer Service Sherpa guide. They'll be available to answer questions, provide guidance, and walk through any troubleshooting needs as your team members begin to apply what they have learned in their project work.

Coaching Sessions

I'M READY

------------------------ WEEK 1

1. Discovery & Environmental Setup

Individualized Project Implementation Planning

We develop a plan for you for creating and managing individual backlogs, requirements, architecture, integrations, training, and release management.

Customer Service Review and Customer Management

Dynamics 365 Environment Setup (Dev, Test, and Prod)
Case Process and Model Driven Apps Walk through (Customer Service Hub)
Solution Management 
Customer Management (Accounts & Contacts)

I'M READY

-------------------------------------------------WEEKS 2-5

2. 5 Group Training Sessions

Your Dynamics 365 Customer Service Sherpa Guide will schedule training sessions to teach the basics and best practices of Dynamics 365 Customer Service. Limit of 6 people per company.

Topics will include:

Case Configuration & Business Process Flow
Queues & Automatic Record Creation Rules - Email
Service Level Agreements
Knowledge Base Management, Reporting, Security
Collaboration– Outlook, SharePoint, and Teams
Data Management

I'M READY

-------------------------------------------------------------------------------------------------------------------- WEEK 6

4. Best Practices Assessment

At the end of the Dynamics CRM Customer Service Sherpa Program, we'll:
1. Help you go-live

2. Provide you with an assessment of your current environment and a checklist of best practices for you to follow as you push solutions to production environment

You will have Q&A time to ask your guides any outstanding questions you may have during user adoption.

Project Wrap-up Meeting and Presentation of the Best Practices Assessment

Best Practices

Accomplishments

Recommendations

I'M READY

What Our Customers Have to Say

“Your whole team is great to work with. You are very organized, and keep us up-to-date and on track using your great project tools and dashboards. You are very patient and take the time to explain things and teach along the way. When something isn't working just right, you work through it with us and get us where we need to be.”

– John Seybold, Employer Flexible