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Implement Microsoft Dynamics 365 Sales with Confidence

Optimize your sales process flow- from lead to orders- with JourneyTEAM’s Sherpa Program.

Ask about upcoming kick off dates!

When implementing Dynamics 365 Sales, it’s important to keep costs low, while also ensuring proper adoption of the tool. The Dynamic’s 365 Sales Sherpa program is a quick-start, guided implementation approach that will give your business the tools it needs to manage its sales and lead information efficiently.

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Client Owned, JourneyTEAM ​Directed Implementations

The Sherpa program is a proven delivery method to drive  successful Dynamics 365 projects. JourneyTEAM consultants will act as your expert guides and work with you to create custom solutions that meet your business needs.


Here’ more on what to expect…

  1. Workshops: Seven workshops over the course of 6 weeks reviewing environment creation to go-live and utilization by end users. These are group classes attended by multiple clients at once.

  2. Scheduled Office Hours: Access to Senior Consultants for advice, direction, questions, and issues.  (2 hours per week).

  3. Community Access: Access to a community of users to share ideas, resolve issues and gain feedback along with workshop colleagues.

  4. Managed Services: Ability to join JourneyTEAM’s Managed Services program for ongoing support and assistance as needed.




Workshop Schedule

Dynamics 365 Sales Sherpa will take place over the course of six weeks.

  • Week 1

    • D365 Environment Setup (Dev, Test, and Prod)

    • Security and Model Driven Apps

    • Solution Management

  • Week 2

    • Customer Management (Accounts & Contacts)

    • Duplicate Detection

  • Week 3

    • Sales Process Table Configuration (Lead, Opportunity, Quote, Order)

  • Week 4

    • Collaboration Tools- Outlook, SharePoint, Outlook, and Teams

    • Business Rules

    • Workflows

  • Week 5

    • View, Charts, and Dashboards

    • Advanced Find, Excel Exports, Data Import & Export Training

  • Week 6

    • Go Live and Q & A


Contact JourneyTEAM

Get Your Microsoft implementation project started on the right path. Contact an expert at JourneyTEAM to take the first step.

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