I am interested in best practices, steps, tips, and tricks for D365 Customer Engagement implementations. Does anyone have any that they can recommend? We are a new system with no previous CRM.
We are signing with PowerObjects soon to start an implementation of D365 Customer Engagement. We will have most of the bells and whistles. We are an IT security and network infrastructure company. Integration with our QuoteWerks which does have some of our historical records. I am breaking the project up into phases and we are wanting to do as much of the install ourselves. I have taken D365 Certification classes and courses. MB2-715, MB2-716, and MB2-717 are the courses I went through. I only need to test on MB2-716. Phase 1 is sales and marketing core features. I started with playing in the demo. I created a publisher and a Sales Solution so I can export my changes.
Does anyone have advice on best steps, tricks, and tips of this project?