Our onboarding/support plan allows your organization to transition on to MS CRM and effectively use it. Choose are support/Onboarding plan from one of the following.
Basic Plan | Standard Plan | Premium Plan |
30 Hours per month support/customization included | 40 Hours per month support/customization include | 60 Hours per month support/customization included |
2 business days SLA | 1 business day SLA | 4 hours SLA response during working days |
Email Support | Email Support | Email Support |
What might be included? | What might be included? | What might be included? |
Setting up CRM/ basic data import | Setting up CRM/ basic data import | Setting up CRM/ basic data import |
Trouble shooting | Trouble shooting | Trouble shooting |
Help in setting up Dashboards and Charts | Help in setting up Dashboards and Charts | Help in setting up Dashboards and Charts |
How to Questions on CRM | How to Questions on CRM | How to Questions on CRM |
Customization of Reports | Tips and tricks for using MS CRM. | Tips and tricks for using MS CRM. |
Basic Workflow setup | Customization of Reports | Customization of Reports |
Form/View Customization | Workflow setup | Basic Workflow and Form customization |
Setting up Email to Case | Form/View customization | Setting up Email to Case |
Email Synchronization in Dynamics CRM | Setting up Email to Case | Setting Emails for MS CRM |
Integration with SharePoint | Email Synchronization in Dynamics CRM | Integration between SharePoint to MS CRM |
| Integration between SharePoint to MS CRM | Marketing Automation |
| Marketing automation | ADx Portal Support and customization |
| | Scheduled Help/support via Screen Sharing |
| | Chat Support for Critical issues. |
Please feel free to contact our sales drop us an email at sales@xrmlabs.com