Cloud9 Referral Guide

Microsoft Dynamics 365 Projects & Services

Sales Professional Fast Track

– 2 hour remote requirements gathering

– 2 hour write up

– 14 hours configuration

– 1/2 day set up including roles & security

– 1/2 day data import

– 1 day training (on-site)

Cloud9 Membership Managed Services

Debut Membership

– Unlimited break-fix support

– Strategic requirements planning

– 3 hours of consultancy per week

– Creation of new entities

– Minor configuration changes

– Ad-hoc training

Membership Support

– Unlimited break-fix support

– Unlimited minor configuration changes

– Unlimited ad-hoc training

– Access to training videos

– Strategic optimisation review

Dynamics 365 Enterprise Project Scoping

All strategic projects commence with a scoping and requirements gathering session. Our goal is to capture overall scope expectations, agree a high-level roadmap and detailed requirements for a Phase 1 project. Cloud9 can support the client in identifying best practice processes and use of CRM. Cloud9 will provide a detailed write up of the project scope and requirements for review and sign off.

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Subsequent Project Services

Following the requirements gathering, a detailed write-up, design and project plan will be shared and reviewed with the client. Suitable phasing is then discussed and a Phase 1 scope is agreed. This scope and related effort is then signed-off and delivered.


Cloud9 offer a wide range of courses designed to improve and expand upon the user’s CRM skills and business change knowledge. Courses can be one-to-one, public, online and in-person. Alternatively, tailored courses can be designed to your exact needs.

View our training courses on our website

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