Microsoft Dynamics 365
Guided Agency Setup Solution
One guided workflow that replaces hours of reading Microsoft documentation.
The problem
Small businesses should not have to spend hours in D365 learning documents to work out how to configure their own system. Setup knowledge sits with the implementer, which makes every later change a support ticket.
What we built
A guided setup center walks the agency through each essential area in any order, agency profile, people and roles, AMS integration, sales pipelines, reference data, and a go-live checklist, with live completion state for each. The agency configures its own AMS integration and user settings without leaving the workflow.
