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Cloud & ProductivityMicrosoft Dynamics 365 Sales Rapid Activation implementation plans
Rand Group’s Dynamics 365 Sales rapid implementation plans help sales teams deploy Microsoft Dynamics 365 Sales quickly with a fixed scope, clear pricing, and predictable timelines. Rand Group combines proven CRM expertise with a structured Rapid Activation methodology that focuses on core sales processes, Microsoft 365 integration, data readiness, and user training.
Choose your Dynamics 365 Sales Rapid Activation implementation plan
Rand Group’s Dynamics 365 Sales Rapid Activation plans are designed to help sales teams deploy CRM quickly with a fixed scope, predictable timeline, and clear pricing. The right plan depends on your team size, existing CRM maturity, and the level of process design, automation, and training required to support adoption.
Plan I – Essential
Starting at
$15,000
$20,400
/2 weeks
Lead to Opportunity Business Process Flow
This includes configuration of the standard lead-to-opportunity sales process in Dynamics 365 Sales. We tailor key stages to match your sales cycle while keeping the setup simple and easy to adopt.
Contact and Account Management
We configure core contact and account records so your team can manage customers and prospects in one place. This provides a centralized view of relationships, activities, and sales history.
Activity Tracking
Your sales team can track emails, tasks, and calendar activities directly within Dynamics 365 Sales. This ensures sales activity is visible, organized, and tied to the right contacts and opportunities.
Microsoft 365 and Exchange Integration
Dynamics 365 Sales is connected to Microsoft 365 and Exchange to sync emails, appointments, and contacts. This allows users to work from Outlook while keeping CRM data up to date automatically.
Online Training via Rand Group University
Users receive access to online Dynamics 365 Sales training through Rand Group University. Training focuses on day-to-day CRM usage, helping teams get productive quickly without formal classroom sessions.
Customer-Led Data Conversion
Customer data is migrated by your internal team using provided guidance and training resources. Rand Group University includes instructions and best practices to support accurate data preparation and import.
Plan II – Professional
Starting at
$25,000
$34,000
/4 weeks
Lead to Opportunity Business Process Flow
We configure and refine the lead-to-opportunity sales process to reflect your real-world sales stages and handoffs. This helps standardize how opportunities are qualified, tracked, and progressed across the team.
Contact and Account Management
Core contact and account records are configured to support better visibility into customers and prospects. This ensures sales teams can manage relationships, history, and pipeline data in a single system.
Activity Tracking
Emails, tasks, and calendar activities are tracked directly in Dynamics 365 Sales. This gives managers and sellers clear insight into sales activity without relying on manual updates.
Microsoft 365 and Exchange Integration
Dynamics 365 Sales is integrated with Microsoft 365 and Exchange to synchronize emails and appointments. Users can work naturally from Outlook while keeping CRM data accurate and current.
Screen Customizations
This plan includes up to 10 screen customizations across key sales forms and views. These changes help align the CRM interface with how your team actually works, improving usability and efficiency.
Email Templates and Workflows
We configure up to three email templates and three workflows to support common sales actions. These automations help reduce manual effort and promote consistent communication and follow-up.
Online Training via Rand Group University
Users receive full access to Dynamics 365 Sales training through Rand Group University. Training content supports both new users and refreshers for existing CRM users.
Live Web Training Sessions
The plan includes four hours of live, instructor-led web training. These sessions focus on real sales scenarios and help drive adoption across your team.
Data Conversion
We migrate core sales data into Dynamics 365 Sales, including accounts, contacts, open opportunities, and open tasks. This ensures your team starts with clean, usable data on day one.
Plan III – Expert
Starting at
$35,000
$47,000
/8 weeks
Lead to Opportunity Business Process Flow
We design and configure an advanced lead-to-opportunity process that supports complex sales stages and decision paths. This ensures opportunities move through the pipeline in a consistent and measurable way.
Quote to Order Process Flow
This plan includes configuration of the quote-to-order process to support downstream sales execution. It helps connect sales activities to fulfillment and financial systems with greater visibility and control.
Contact and Account Management
Contact and account records are structured to support higher data volumes and more complex relationships. This provides sales teams with a complete view of customers, prospects, and related transactions.
Activity Tracking
Emails, tasks, and calendar activities are tracked within Dynamics 365 Sales to provide full visibility into sales engagement. This allows managers to monitor activity levels and follow-ups without manual reporting.
Products and Price Lists
We configure products and price lists to support quoting and sales consistency. This ensures pricing is standardized and available directly within the sales workflow.
Workflows and Email Templates
The plan includes configuration of up to three workflows and two email templates. These automations help streamline common sales actions and reinforce consistent communication.
Business Central Integration
Out-of-the-box integration with Microsoft Dynamics 365 Business Central is included. This enables seamless data flow between sales and financial systems without custom development.
Microsoft 365, SharePoint, and OneNote Integration
Dynamics 365 Sales is integrated with Microsoft 365, Exchange, SharePoint, and OneNote. This supports document management, collaboration, and note-taking directly within CRM records.
Online Training via Rand Group University
Users receive access to on-demand Dynamics 365 Sales training through Rand Group University. Training supports both onboarding and ongoing user enablement.
Live Web Training Sessions
The plan includes 12 hours of live, instructor-led web training focused on real sales scenarios. On-site training is available for an additional fee if required.
Data Conversion
We migrate key sales data, including accounts, contacts, open opportunities, open tasks, open quotes, and open orders. This ensures continuity and minimal disruption during go-live.
Custom Fields
Up to five custom fields are included to support business-specific data requirements. Customization of quote and order forms is not included in this plan.
Rand Group’s Dynamics 365 Sales Rapid Activation implementation methodology
Have more complex Dynamics 365 Sales implementation requirements?
While Rapid Activation works well for many sales teams, it may not be the right fit for more complex CRM environments. Organizations with advanced sales processes, multiple integrations, or deeper customization needs may require a broader Dynamics 365 Sales implementation approach. Rand Group offers flexible implementation options to support long-term CRM scalability and transformation.
- Fully digital transformation implementation: A comprehensive, end-to-end approach that redesigns sales processes, data models, automation, and reporting to fully align Dynamics 365 Sales with your business goals.
- Hybrid Dynamics 365 Sales implementation: A flexible option that combines Rapid Activation with additional configuration, integrations, and customization, bridging the gap between fixed-scope plans and a full CRM transformation.
User adoption and post go-live support
Every Dynamics 365 Sales Rapid Activation plan includes training to ensure your sales team is ready to use the system from day one. Beyond initial rollout, Rand Group provides ongoing user adoption and support services that help teams maintain momentum, improve CRM usage, and adapt as sales processes evolve.
- Dynamics 365 Sales training: Role-based, hands-on training delivered during implementation to help users manage leads, opportunities, activities, and daily sales workflows with confidence.
- Post go-live support: Ongoing support services that help resolve issues, reinforce adoption, and optimize Dynamics 365 Sales as your sales operations, reporting needs, and integrations grow.
Case Study
Transforming sales and customer management with Dynamics 365 Sales
Sapphire Gas Solutions, a leader in LNG and CNG fuel solutions, was grappling with disjointed systems and inefficiencies in its sales operations. With a rapidly growing, project-driven business, their previous CRM, Salesforce, couldn't meet their needs, leading to siloed data, poor visibility, and lengthy sales processes. After partnering with Rand Group, Sapphire implemented Dynamics 365 Sales, seamlessly integrated with their ERP system, Business Central. This transformation streamlined their workflows, improved collaboration across departments, and enabled better decision-making.
Why partner with Rand Group for Dynamics 365 Sales Rapid Activation implementation?
Microsoft Partner of the Year
Rand Group was named the 2025 Microsoft Americas Channel Emerging Partner of the Year, recognizing our proven delivery across Microsoft business applications. This award reflects our expertise in Dynamics 365 Sales and our ability to deliver successful CRM implementations with predictable outcomes.
Long-term partnership and support
Rand Group focuses on long-term client relationships, not one-time CRM deployments. With a 90% client retention rate, organizations continue working with us for ongoing support, optimization, and expansion of their Dynamics 365 Sales environment.
Proven Rapid Activation methodology
Our Dynamics 365 Sales Rapid Activation methodology is built on fixed scope, best practices, and repeatable delivery. This approach reduces risk, accelerates go-live, and ensures consistent results across all rapid implementation plans.
Trusted CRM and sales process expertise
Our consultants bring deep experience in CRM design, sales operations, and Microsoft Dynamics 365. This allows us to align Dynamics 365 Sales with real-world sales processes, reporting needs, and user adoption goals.
Frequently asked questions (FAQs)
What are Dynamics 365 Sales implementation plans?
Dynamics 365 Sales implementation plans are structured services designed to deploy Microsoft Dynamics 365 Sales in a defined scope and timeframe. They include CRM configuration, process setup, data migration, and training to help sales teams go live quickly. Rapid implementation plans focus on speed, predictability, and user adoption rather than open-ended customization. These plans are ideal for organizations that want faster time to value with lower implementation risk.
What is included in Rand Group’s Dynamics 365 Sales Rapid Activation implementation plans?
Rand Group’s Dynamics 365 Sales Rapid Activation plans include core CRM configuration, sales process setup, Microsoft 365 integration, training, and scoped data migration. Depending on the plan, this may also include workflows, email templates, screen customizations, quoting processes, and Business Central integration. Each plan has a fixed scope and clear deliverables to ensure predictable outcomes. Training and go-live support are included to drive adoption from day one.
How long do rapid Dynamics 365 Sales implementation plans take?
Rapid Dynamics 365 Sales implementation plans typically take between 2 and 8 weeks, depending on the selected plan. The Essential plan is designed for fast deployment in as little as two weeks, while more advanced plans require additional time for configuration, integrations, and training. Fixed timelines help organizations plan resources and go live without delays. Exact timing depends on CRM complexity and data readiness.
Can Dynamics 365 Sales Rapid Activation implementation plans be customized?
Rapid Activation plans are delivered with a fixed scope to ensure speed and predictability, but limited customization is included depending on the plan. This may include screen customizations, workflows, email templates, or custom fields. For organizations that require deeper customization, integrations, or process redesign, Rand Group offers hybrid and full Dynamics 365 Sales implementation options. This ensures flexibility without sacrificing long-term scalability.
Is training included in Dynamics 365 Sales implementation plans?
Yes, training is included in all Dynamics 365 Sales rapid activation implementation plans. Training is delivered through Rand Group University and, for higher-tier plans, live instructor-led sessions. The training focuses on real sales workflows such as managing leads, opportunities, activities, and quotes. This approach helps ensure strong user adoption at go-live.
What support is available after go-live?
After go-live, Rand Group offers ongoing support and user adoption services for Dynamics 365 Sales. Post go-live support helps resolve issues, reinforce best practices, and optimize CRM usage as sales processes evolve. Organizations can continue working with Rand Group for enhancements, reporting, integrations, and training. This ensures long-term success beyond the initial implementation.
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