In today's fast-paced digital landscape, businesses can't afford a slow or messy CRM rollout. Whether you're moving from spreadsheets, another CRM, or upgrading your Microsoft ecosystem, your team needs a smooth transition that drives results from day one. That's why we created WebSan's CRM Implementation Plans for Microsoft Dynamics 365 for Sales — to give you a head start on your CRM journey with the right tools, training, and strategic support.
Why Our CRM Implementation Plans Stand Out
At WebSan Solutions, we believe that CRM success isn't just about the software — it's about the strategy, support, and structure behind it. Our flexible implementation packages are designed with one goal in mind: to get your sales team working smarter, faster, and with full confidence.
Whether you're just getting started or looking for more advanced configurations, we offer three powerful implementation options to meet your business needs:
1. Essential Plan – Hit the Ground Running
Perfect for smaller teams or businesses new to CRM.
- Lead -> Opportunity Business Process Flow customizations
- Contact and Account Management
- Activity tracking (emails, tasks, calendar)
- O365/Exchange Integration
- Online training (free subscription to WebSan University)
- Data conversion completed by Customer (training available via WebSan University)
- Timeline: 2-3 weeks
Best For: Companies seeking a fast, foundational CRM setup without heavy customizations.
2. Professional Plan – Customize and Scale
When you're ready to scale your sales operations and need a CRM that grows with you.
- Lead -> Opportunity Business Process Flow customizations
- Contact and Account Management
- Activity tracking (emails, tasks, calendar)
- O365/Exchange Integration
- Includes up to 10 Screen customizations
- Includes setup of 3 email templates and 3 workflows
- Online training (free subscription to WebSan University)
- Includes 4 Hours of live web training sessions
- Data Conversion (Accounts, Contacts, open Opportunities, open tasks)
- Timeline: 4-6 weeks
Best For: Businesses ready to automate sales processes, improve visibility, and collaborate across teams.
3. Enterprise Plan – Power Your Sales Engine
For growing enterprises with complex sales needs and high-volume data.
- Lead -> Opportunity Business Process Flow customizations
- Quote -> Order process flow
- Contact and Account Management
- Activity tracking (emails, tasks, calendar)
- Products with Price Lists
- Includes 3 workflows and 2 email templates
- Out of the box integration with Business Central included
- O365/Exchange Integration includes SharePoint and OneNote
- Online training (free subscription to WebSan University)
- Includes 12 Hours of live web training sessions (on-site available for an additional fee)
- Data Conversion (Accounts, Contacts, open Opportunities, open tasks, open Quotes, open Orders)
- Max 5 custom fields included
- Customization of quote and order forms not included
- Timeline: 6-8 weeks
Best For: Enterprises ready for a robust CRM ecosystem tailored to multiple teams, processes, and departments.
What Makes WebSan Different?
Implementing a CRM isn't just about turning on the software — it's about understanding your business goals and aligning the system to meet them. With WebSan, you get:
- A dedicated project manager
- Hands-on training tailored to your users
- Post-go-live support and best practices
- Microsoft Partner of the Year experience
We've helped businesses across industries transform the way they manage leads, nurture customers, and close deals — and we're ready to help you do the same.
Powered by AI, Driven by Insights
Every implementation is built with AI-readiness in mind, laying the foundation for future features like Copilot for Sales, AI-generated forecasts, and real-time customer insights. Your CRM isn't just for storing data — it's a launchpad for smart decision-making.
Ready to Get Started?
Whether you're in the early stages of CRM exploration or looking to reimplement with better strategy, our team is here to guide you.
Explore our CRM Implementation Plans and request your free consultation today: