Microsoft Dynamics 365 CRM Implementation Package
Your Trusted Microsoft Dynamics CRM Partner
From discovery to go-live, we ensure a smooth Dynamics CRM rollout designed around your business needs.
We are a Microsoft Partner, delivering complete Microsoft Dynamics CRM solutions
Choose the right Microsoft Dynamics CRM Implementation Package for your business. Each package includes configuration, automation, analytics, data migration, testing, and post-go-live support.
Standard Package — $2,000 (4 Weeks)
Best for: Small teams implementing Dynamics CRM for the first time.
Scope of Work:
- Kickoff & Discovery: Workshop, Requirement gathering, Process walkthrough, KPI definition
- Core Sales Module Configuration: User setup (up to 10 users) , Account, Contact, Lead, Opportunity setup , 3 custom entities (up to 12 fields each) , Security roles, Business Units, Views configuration
- Automation & Business Rules: Up to 3 workflows
- Dashboards & Reports: 2 system dashboards , 5 key reports
- Data Migration: Up to 5,000 records (Accounts, Contacts, Leads)
- Testing & Go-Live: QA , UAT support , Deployment , 1-week post-go-live support
- Training & Handover: 1 training session (up to 12 attendees)
Medium Package — $4,000 (8 Weeks)
Best for: Mid-sized teams expanding automation and reporting.
Scope of Work:
- Kickoff & Discovery: Workshop , Requirement gathering , Process walkthrough , KPI definition
- Core Sales Module Configuration: User setup (up to 25 users) , Account, Contact, Lead, Opportunity setup , 6 custom entities (up to 18 fields each) , Security roles, Business Units, Views configuration
- Automation & Business Rules: Up to 6 workflows
- Dashboards & Reports: 4 system dashboards , 12 reports
- Data Migration: Up to 10,000 records across multiple entities
- Testing & Go-Live: QA , UAT support , Deployment , 2-week post-go-live support
- Training & Handover: 2 training sessions (up to 12 attendees each)
Advanced Package — $6,500 (12 Weeks)
Best for: Larger businesses requiring deeper customization or advanced reporting.
Scope of Work:
- Kickoff & Discovery: Workshop , Requirement gathering , Process walkthrough , KPI definition
- Core Sales Module Configuration: User setup (up to 40 users) , Account, Contact, Lead, Opportunity setup , 12 custom entities (up to 25 fields each) , Security roles, Business Units, Views configuration
- Automation & Business Rules: Up to 12 workflows
- Dashboards & Reports: 5 system dashboards , 20 reports (performance KPIs & forecasts)
- Data Migration: Up to 25,000 records across all sales entities
- Testing & Go-Live: QA , UAT support , Deployment , 3-week post-go-live hypercare
- Training & Handover: 3 training sessions (up to 12 attendees each)
Add-Ons (Optional)
Cost depends on complexity.
- Outlook, Teams, SharePoint integration
- Power Automate advanced workflows
- Additional dashboards and reports
- Power BI analytics
- Extra data migration
- Dataverse / API integrations
- Plug-ins or custom Power Apps components
Microsoft Dynamics 365 CRM Implementation Packages
Efficient, predictable, and cost-effective CRM rollouts designed for fast adoption and long-term scalability.
| Features | Standard | Medium | Advanced |
|---|---|---|---|
| Price | $2000 | $4000 | $6500 |
| Timeline | 4 Weeks | 8 Weeks | 12 Weeks |
| Workshop, requirement gathering, process walkthrough, define KPIs. | Yes | Yes | Yes |
| User Setup | 10 Users | 25 Users | 40 Users |
| Account, Contact, Lead, Opportunity Setup | Yes | Yes | Yes |
| Custom Entities | 3 Custom Entities (upto 12 fields each) | 6 Custom Entities (upto 18 fields each) | 12 Custom Entities (upto 25 fields each) |
| Security Roles, Business Units and views configuration | Yes | Yes | Yes |
| Automation & Business Rules | Upto 3 Workflows | Upto 6 Workflows | Upto 12 Workflows |
| Dashboards & Reports | 2 System Dashboards, 5 Reports | 4 System Dashboards, 12 Reports | 5 System Dashboards, 20 Reports |
| Data Migration | Upto 5000 Records | Upto 10,000 records accross multiple entities | Upto 25,000 records accross all sales entities |
| Testing & Go-Live | QA, UAT Support, Go-Live Deployment. 1 Week Post-Go Live Support. | QA, UAT Support, Go-Live Deployment. 2 Week Post-Go Live Support. | QA, UAT Support, Go-Live Deployment. 3 Week Post-Go Live Support. |
| Training & Handover | End-User & Admin Training (1 Session for upto 12 attendees) | End-User & Admin Training (2 Session for upto 12 attendees) | End-User & Admin Training (3 Session for upto 12 attendees) |
| 1 Week Complimentary support post go-live | Yes | Yes | Yes |
Microsoft Dynamics 365 CRM Post Go-Live Support
Support Package Comparison
Scope of Support
Support Coverage
Bug Fixes
Reports & Dashboards
Support Channels
Automation Support
Business Rules, Workflows & Power Automate Flows
User Support & Training
Availability
Add-On Support
Our Proven 4-Step Microsoft Dynamics CRM Implementation Process
Discovery & Strategy
Analyze business workflows, gather detailed requirements, and define clear CRM objectives aligned with organizational goals.
Step 1
Laying the foundation for a successful Microsoft Dynamics CRM implementation.
Design & Build
Configure Dynamics CRM, develop custom entities and automation, and set up integrations tailored to business operations.
Step 2
Transforming requirements into a functional, scalable CRM solution.
Testing & Deployment
Validate system performance, ensure accurate data migration, and deploy the solution with minimal operational impact.
Step 3
Delivering a stable, reliable launch for immediate productivity.
Training & Support
Train users on core features, provide ongoing support, and continuously optimize the system to enhance efficiency.
Step 4
Enabling long-term adoption, growth, and CRM success.
Why Choose us?
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Microsoft Dynamics CRM Professionals 8+ years of experience across Sales, Customer Service, Field Service, and Power Platform solutions.
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Project Kickoff in 48 Hours Begin implementation or support within 48 hours of requirement confirmation.
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Cost-Effective Packages Transparent pricing starting from $2,000 with no unexpected change orders.
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Full Lifecycle Delivery Complete delivery from discovery and solution design to testing, deployment, and user training.
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Global Delivery Model Access skilled offshore consultants and admins for flexible time-zone coverage and extended support.
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Proven Results Trusted by global teams for faster deployments, optimized processes, and higher Dynamics CRM adoption.
Trusted by Businesses Worldwide
Ready to Start Your Microsoft CRM Implementation Journey?
Kickstart Your Microsoft CRM Project Within 48 Hours.
Each package includes discovery workshops, core sales module configuration, custom entities, automation, dashboards, data migration, testing, training, and post-go-live support.
Pricing starts at $2,000 for Standard, $4,000 for Medium, and $6,500 for Advanced, with increasing levels of configuration, customization, and support.
Timelines range from 4 weeks (Standard) to 12 weeks (Advanced), depending on the scope and complexity.
Work can begin within 48 hours after requirement confirmation.
Each package offers fixed, transparent pricing and predefined deliverables, reducing unexpected change orders and minimizing project risk.
Yes. The Standard Package is designed specifically for small teams implementing Dynamics CRM for the first time.
Yes. Add-ons such as integrations, advanced workflows, Power BI dashboards, and extra data migration can be included based on requirements.
Each package includes 1–3 weeks of post-go-live support, with optional extended support packages offering 100–300 hours over six months.
Your team provides source data and process information, while we handle mapping, transformation, and migration within the package limits.
Standardized processes, predefined scope, and offshore delivery reduce time, effort, and overhead, ensuring predictable cost and faster delivery.
You get experienced CRM professionals, fast onboarding, global delivery, proven methodology, and end-to-end support from design to deployment.
Yes. You can add new modules, entities, automations, reports, and integrations as your requirements evolve.
Yes. Optional integrations include Outlook, Teams, SharePoint, Power Automate, Dataverse, and custom APIs.
Yes. Improved workflows, automated processes, cleaner data, better reporting, and faster adoption help drive clear operational and productivity gains.
