Dynamics 365 CRM Implementation, Setup, & Training
Proven Structured Methodology for Successful CRM Adoption
100% Money-back Guarantee
Ignition Onboarding is designed to help you get up and running with Dynamics 365 CRM in the shortest time possible
No Stress
Our team has completed hundreds of successful projects for businesses like yours. Your implementation will succeed, and we back that up with a 100% Money-back Guarantee!
No Strain
Our team handles the setup and implementation, and then trains your team to use your system quickly, easily, and efficiently. We do the heavy lifting so your team doesn’t have to!
No Surprises
Our fixed-fee, fully-scoped, flexible migration, upgrade, and training plans ensure you get exactly what you need at exactly the price you agreed to from the start!
“We partnered with Azamba for our Dynamics 365 launch, because we knew they had the experience and technical resources to help us bring our goals to reality. As we now prepare to Go Live, I am confident that my team is prepared and well trained to jump in with both feet. The training tools that Azamba provided through the OnTrack CRM System have been a huge part of that preparation and confidence. The Training Course allowed each member of my team the ability to work at their own pace and the videos were like having a personal trainer available 24/7.”
Ed Nugent
– Jared Grigg
– David Triglia
– Amanda Caspers
Less time Training
Take advantage of easy roadmap navigation and accessible tools to make your implementation as simple as possible.
Structured for a fast 5-8 week completion, with Ignition Onboarding you know exactly who should be doing what at all times to keep your implementation moving.
More time Selling
Do what you really want to be doing with CRM faster. With Ignition Onboarding, we make learning Microsoft Dynamics 365 Sales quick and hassle-free.
Similar Dynamics 365 Sales implementation programs can take over a year to get your team inside. With Ignition Onboarding, you can start your team selling in CRM in as little as three weeks!
What’s Your MVP?
Our proven methodology starts with a focus on the Minimum Viable Product (MVP) – the smallest set of functionality that has value to you and your team to drive quick Return on Investment with CRM. This approach makes it easier for your team to learn CRM and start using it on a daily basis.
For typical customers, this would include the following items but let us know if your needs are different.
What’s Included?
- Account and Contact Management including configuration and tweaks to standard fields, forms, and views
- Import of Accounts and Contacts
- Opportunity Tracking and Management including configuration and tweaks to standard fields, forms, and views
- Activity Tracking and Management
- Configuration and Training on:
- Outlook Integration
- SharePoint Integration
- Security Roles
- Basic Dashboard Package including:
- Red Alerts
- Opportunity Forecasting
- Sales Dashboard
- Sales Leaderboards
- Usage Monitoring
- Dynamics 365 Add-ons included with OnTrack CRM Success Plans
Get Help Faster
Take advantage of Microsoft Teams to provide a quick and direct line between your company and our staff.
- Direct @ messaging with our staff.
- Drag-and-drop file sharing.
- Is available as a Mobile-friendly app.
Learn from Experts
Take part in scheduled coaching calls with our experienced staff who are trained to get you up-and-running with CRM quickly.
With MS Teams, our staff can pilot your system remotely for easy configuration and technical support.
Train Any Time
With our video training series, you can start learning how to use CRM right away, on your own time.
- Quick and easy instructions.
- Training for administrators, sales, customer service and marketing.
Pick your Onboarding Flavor
Whether you’re looking to do things on your own, collaborate in a classroom style setting, or get personalized one-on-one help with your implementation, we’ve got you covered.
One-On-One
Onboarding
Personalized attention and collaboration with your business and team for your unique needs.
One-on-one structured training calls with a dedicated Success Coach to provide focused attention.
A full-service support team that handles installation, setup, and data import so you can keep working during your onboard.
Technical expertise for advising and implementing streamlining to tailor your system for your unique needs.
Cohort
Onboarding
Our pre-built plan lets you set it and forget it as you learn CRM in a classroom setting.
Save money while still getting help and support from a CRM teacher with virtual classroom learning on a set timeline and schedule..
Week by week tasks in a simple and logical structure to help you stay on pace.
Office hours with your Success Coach for additional guidance and assistance.
Self-Guided
Onboarding
Self-paced, self-guided video training programs through DiscoverDynamics365.com
If you want to save money and are comfortable onboarding alone, we offer training courses for administrators, end-users, and customer support.
Video training with lessons, download files, and activities to take you from license purchasing through go-live.
STAGE 2
Prepare your Champion
Admin Training Course
Admin Checkpoint Meeting
System Streamlining
STAGE 3
Train your Team
Sales Training Course
Internal Training Recap
Sales Checkpoint Meeting
Go Live
STAGE 4
Build New Habits
Check-in Calls
Coaching Call I
Coaching Call II
Coaching Call III
Deep Dives (Recurring)
To see pricing tables, please view this page on a desktop.
One-On-One Onboarding
Cohort Onboarding
Self-Guided Onboarding
Onboarding Programs Designed for Businesses that:
Want to maximize their ROI with one-on-one personalized attention.
Want to learn with a group through set scheduled onboarding calls and activities.
Feel comfortable with a self-directed implementation and little-to-no hand-holding.
Success Coach Level
Your Success Coach is your personal instructor as your company learns how to use your new CRM system. They are responsible for leading Coaching Calls, CRM personalization, and customization projects.
Having a dedicated Success Coach means your company will have a single individual assigned to your company’s ongoing training, to familiarize with your organizations processes, and make better recommendations and instructions based on your unique needs.
Dedicated
Set Office Hours
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Scheduled Training Checkpoints
No matter what plan you pick, we make sure you’re implementation is successful.
With our scheduled training checkpoints, you will have the chance to talk to our experts, via MS Teams, to make sure you and your team have the knowledge to use CRM effectively.
You will have a checkpoint meeting for your CRM administrator, and a checkpoint meeting your sales team. Meetings are also available for your marketing and customer service teams upon request.
One-on-One
Shared & Pre-Scheduled
Self-Guided
Scheduled Streamlining Session
Meet with your Success Coach who will walk through and implement visual changes and configurations to your system so that your CRM is best suited for your business’ specific needs.
All customers will also be provided with materials that will train you to make these changes yourself.
One-on-One
Self-Guided w/ Assistance
Self-Guided
3 Scheduled Coaching Sessions
Go even more in-depth with your CRM training with our scheduled coaching sessions.
As you use and adapt to your new CRM system, it’s likely you and your team will have questions.
We schedule out coaching sessions to effectively synchronize with your implementation, and ensure your transition is relaxed and worry-free.
One-on-One
Shared & Pre-Scheduled
–
Role-Based Video Training Courses
Our series of training materials are presented by our seasoned CRM veterans through videos and step-by-step guides.
These materials are available to watch and read anytime, and are perfect for people who are just starting out, or to brush up on your Dynamics 365 knowledge.
Training courses are organized by the roles within your organization.
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Hands-on Training Excercises
Along with our Training Courses, we include guided tasks to implement what you learn into your own system as you go, to ensure you’re learning and able to execute your new CRM skills effectively.
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Custom Streamlined D365 App
We simplify the CRM experience by simplifying and refining the Microsoft Dynamics interface to focus solely on the elements that your company needs.
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Dynamics 365 Setup & Configuration
We focus on your setup so you can focus on training.
Included items:
- Installation of Dynamics 365 environment – provision instance
- User and security setup and security assignment
- Outlook integration
- Sharepoint integration
- Industry-specific usage advice
- Deployment of streamlined Sales Hub App
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Self-Guided w/ Assistance
Self-Guided
Office 365 and Outlook Setup & Configuration
We will set up and configure your integration between Microsoft Dynamics 365 and Outlook, giving you access to use them together from day one.
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Self-Guided w/ Assistance
Self-Guided
Data Migration Import
If you need to transfer over basic contact information (names, phone numbers, email, address), we will provide a standard template that you can use and assist you with the first import.
Advanced data migration services are also available.
(See our Terms of Service)
Up to 10,000 Records
Self-Guided w/ Assistance
Self-Guided
OnTrack Member Prices
Ignition onboarding is part of our OnTrack subscription packages (monthly access to support, add-ons, and training).
$8,950
$3,950
Starts at $495
Ignition onboarding is part of our OnTrack subscription packages (monthly access to support, add-ons, and training).
Frequently Asked Questions
Do I need to purchase Ignition to implement CRM? Can’t I just do it on my own?
Although some people will choose to implement serum on their own, according to industry research groups, 40 to 70% of CRMs fail even with guidance.
We have successfully implemented CRM hundreds of times. With that experience, we know what it takes to guide small and medium sized businesses to properly roll out, get trained, and start using CRM in a short time frame. And we back all of our programs with our 100% Money-Back Guarantee.
How long will it take to get up and running?
By following our plan, it will take 6-8 weeks for a basic minimum viable product rollout.
This number will change based on specific needs and your team’s ability to hit deadlines.
Integration with accounting software can also extend that time frame out several months.
How does the 100% Money-Back Guarantee work?
We offer 100% money back guarantee because as our commitment to show that we stand by our work and our goal to help you get up and running successfully.
If you feel at the end of the project that you didn’t get what you expected, or feel things didn’t go how you wanted, you can call us and let us know.
Although we ask that you give us a chance to fix and resolve any issues to your satisfaction, but if you feel that is not possible, we will refund you 100% of services costs within 45 days of completion of your Ignition onboard.
What kind of training does this include?
Based on customer feedback, we offer a 2-pronged training approach.
We offer a virtual training course consisting of videos, lessons, and quizzes as the primary way for people to get training, and then supplement the training with instructor led check-ins and checkpoints.
The benefit of this model is that you and your team can take the training videos a scheduled around your teams’ availability. They also remain available as a permanent resource for your team to brush up or orient any new hires for as long as you’re a member of on track.
Do you only do onboarding and setup for salespeople? Can you also help with customer service?
Full training programs are available for both your sales and service teams.
Does Dynamics offer marketing?
Yes, Dynamics offers marketing. Although it’s a great product, because of its size and complexity it is typically something we suggest implementing only after initial onboarding and training has been completed. If, however, marketing is what’s driving your project, please let us know and we can create the best plan for your business.
What kind of dashboards come out-of-the-box?
Although the out-of-the-box CRM comes with too many dashboards to list here, we’ve refined the best collection of both out-of-the-box and exclusive Azamba dashboards to offer our customers the best and most focused experience possible.
Will this onboard allow me to do follow-up automations?
Dynamics is designed to be flexible, and one of its greatest strengths is the ability to automate your processes, control your workflows and streamline your operations from sales to services to management. However, we don’t recommend any automations right out of the gate.
We strongly believe in the crawl, walk, run approach because it has the most successful adoption path for you: by doing less initially and getting used to the out-of-the-box before you ask for automations. If you do find you need automations from day one, we can discuss how to best tweak the MVP and plan pricing to accommodate.
What do you mean by a minimum viable product or MVP?
The minimum viable product is the smallest set of functionalities that will still provide value to you and your team so that CRM has a point and a purpose and people will want to use it.
We recommend this approach because many companies fail with their CRM because they try to do too much, too fast and users cannot accommodate the change.
The MVP approach helps smooth the transition by helping people build new habits around the basics, get their feet wet, and then iterate through our monthly OnTrack CRM Success System. Click here for OnTrack.
If you do find this MVP is not gonna provide the minimum value to drive adoption, let us know we can adjust the MVP to suit your needs.
Our 100% Money-Back Guarantee
Buy with confidence: If this product is different than what you thought it was from when you purchased it, contact our staff for a refund.
Within 45 days of completion of this project, if you feel that you have not received the full value of the services described within this document, please contact Peter Wolf at 1.312.513.9333 to rectify the situation or to request a refund for the amount that you feel is warranted.
This guarantee is limited to the amount paid for the project services and excludes all software fees. The guarantee does not cover any expenses incurred during the project.
Terms of Service
By signing up for Azamba products and services, you are agreeing to our Terms of Service.
Need help deciding if Ignition Onboarding is right for you?
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