Projects Lite

Projects Lite

Start your growth journey with Dynamics 365 and Cloud9 Insight

move to the cloud and grow

We're here to help you boost your business.

Features

  • Sales pipeline management
  • Sales force automation from lead to project
  • Account and contact management
  • Quoting
  • Office 365 integration including, Sharepoint, Outlook, Teams
  • Simple project management
  • Project task allocation
  • Project commercial tracking including invoicing and POS

What's Included

  • One day on-site scoping workshop and solution design/write-up
  • Configuration of core entities: accounts, contacts, leads, opportunities, projects and project tasks
  • Office365 integration set-up
  • Data import from spreadsheet templates
  • One bespoke entity if required such as: resource skills
  • One day on-site training including end user and super user training

Speak with an expert

Setting up your Dynamics 365 with Cloud9 Insight couldn't be easier.


Get in touch. Choose your solution. Let us do the hard work.

"We’re delighted with the work carried out by Cloud9!"

”Cloud9 Insight understood the needs of Caesarstone UK clearly and our aspiration to deliver best-in-class customer service.


They delivered a CRM platform and framework that allows us to continue our strong growth.”

- Jonathan Stanley, VP of Marketing

Caesarstone Logo - Cloud9 Insight case study
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