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Dynamics 365 Sales Sherpa Program

Confidently implement Microsoft Dynamics 365 Sales and optimize your entire sales process with JourneyTEAM's Sherpa Program.

Join the Next Sherpa Program. Aug. 15, 2022

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.

Lead Your Own Implementation with Expert Assistance

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.

What to Expect

Sales Sherpa expectations including 1-on-1 sessions, workshops, office hours, community access, and managed services
  • 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.
     

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

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

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

  • Cost: $9,500 for the program

Program Schedule

The program lasts six weeks and generally follows this schedule.

  • 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

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Reserve Your Space at the Next D365 Sales Sherpa Program

Fill out your application to let us know that you're interested in attending the next Sherpa program.