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Dynamics NAV - Dynamics CRM Online - Office 365
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Best practices

ArquicloudArquicloud has extensive experience in Microsoft products, with several implementations on a national and international level.

We apply our know how and Best Practices in all projects, providing more efficiency, speed of execution and success of implementation, which are the factors of our great competitive advantage.

Our implementations are based on the best practices for deploying Microsoft Dynamics CRM Online, which projects into the online services a clarity and agility in the creation of processes. For more complex projects we use the SureStep methodology with the following phases:

  • Solution Analysis and Defining Business Requirements
  • Conceptual Design
  • Development
  • GoLive Preparation and End-User Training
  • Go Live and Support

Quick Startup Packs

With Microsoft Dynamics CRM Online there is no local installation so you can start using ir very quickly. However, even with a Microsoft Dynamics CRM Online implementation some time is necessary to ensure that your database is effectively configured.

This configuration includes the import of your data and customize the fields you want to work. You may also want to assign different access rights to users or create new entities in Microsoft Dynamics CRM Online according  to the processes required to manage specific aspects, such as projects or events.

In the final part, you will also want to ensure that all users have the benefit of training, for them to learn to use the system and work with it efficiently.

Our dedicated quick-startup packages (Training + Consultancy) condense all the help and essential resources that you need to a go live, with your Microsoft Dynamics CRM Online database, in just a few days.

How does Microsoft Dynamics CRM Online Quick Startup work:

flow quickstartcrmen

By choosing from our Standard, Base, Featured or Advanced quick startup packages, you will be able to prioritize the implementation work and achieve results more quickly with Microsoft Dynamics CRM Online.

Standard Plan

  • StandardRegistration and configuration of the whole process of Microsoft Dynamics CRM Online
  • Sharing best practices of development and data migration
  • Support in the instance creation and configuration of users
  • Access to Microsoft Dynamics CRM Online Webinars
  • Support for the import of a sample of your data

Plano Silver

Comprises the Standard pack, together with the packages below described:

  • SilverData Transfer: we will import your contacts and company information to Microsoft Dynamics CRM Online from a pre-defined sheet.
  • Database Customization: edit up to 10 custom fields for each main Microsoft Dynamics CRM Online entity, including companies, contacts, opportunities and incidents, including drop-down lists.
  • User Profiles: set user security roles and team structure, so that all users have the correct access permissions.
  • Initial Training: Interactive training of Microsoft Dynamics CRM Online end users, held in place in two half-day sessions or a one-day session.



Includes all the above activities for Basic pack, plus:

  • GoldProject Planning: define your needs and review your processes.
  • Project Charter (Term of Opening of Project): document your project objectives and the scope of the work.
  • Data Transfer: import a larger data set, including leads, opportunities and cases into Microsoft Dynamics CRM Online.
  • Extension of Customizations: creation of up to two additional entities, allowing you to manage all the processes in Microsoft Dynamics CRM Online, including up to 10 fields per addiitonal entity.
  • Advanced Training of Users: which can be focused on specific Microsoft Dynamics CRM Online modules, including sales or marketing, held locally, in two half-day sessions or a one-day session.


PlatinumIncludes all the above activities for Intermediate pack, plus :

  • Process Development
    • Up to 5 Workflows (automatization of tasks and processes)
    • Up to 5 Dialogues (conversation scripts)
  • Development of up to 3 Dashboards
  • Training in the different configuration options of Microsoft Dynamics CRM Online


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