Microsoft Dynamics 365 Service Plans

TopLine Results Corporation is the premier Dynamics 365 hosting and consulting company in North America. Our staff of experienced and certified professionals across multiple states ensures your company the best and most reliable Dynamics 365 experience available anywhere. With affordable service packages — including our comprehensive Performance+ Service Plan — we can meet every company’s budget and wish list!

Jump Start Dynamics 365

Premium Startup*: $7,500

  • Needs analysis and project review: up to 4-hours
  • Security profiles: up to 5 profiles
  • Workflow automation: up to 10 basic workflows
  • Templates: up to 5 Word or email templates
  • Set up Leads, Contacts, Accounts & Opportunities: up to 12 custom fields per form
  • Scripting: up to 2 hours of basic scripting
  • Product list configuration: up to 10 products
  • Dashboards: up to 3 dashboards
  • One CSV file import for contacts/accounts
  • Custom training: new user CRM introductory training

Service Plans are the Key to Success

Essential Service Plan
$25/user per month

5-user minimum

  • Phone, email and online support
  • Support log report
  • New user configuration
  • Security role assignment
  • Outlook integration setup
  • Deduplication views (monthly)
  • Dynamics Mobile App configuration and support
  • System view creation
  • Site map configuration
  • TopLine CRM video series training
  • TopLine Getting Started guide
  • Monthly instructor-led training

Performance Service Plan $60/user per month

10-user minimum

  • Field changes
  • Form customizations
  • Process bar development
  • Workflow automation
  • Business rules configuration
  • Custom dashboards
  • Advanced queries
  • Word template coaching
  • Outlook email template coaching
  • Mail merge coaching

Essential Plan included

Performance+ Service Plan $85/user per month

10-user minimum

  • Database design meetings
  • Periodic database reviews
  • System upgrade analysis
  • Project management
  • Administrator training
  • Web-to-lead setup
  • Development documentation
  • Quarterly marketing strategy sessions
  • Quarterly marketing campaign coaching sessions
  • Email integration setup
  • Email template coaching and setup

Startup Plan included
Essential Plan included
Performance Plan included

Note: Please request a formal proposal for complete details and features. Terms and conditions apply.

Service Plans – What’s Included

Services Essential Plan
$25/user per month
Performance Plan
$60/user per month
Performance+ Plan
$85/user per month
Phone, email & online support
Outlook integration setup
New user configuration
Profile and permissions setup
Mobile App configuration and support
Deduplication views
System view creation
Site map configuration
Support log and report
New user training (monthly)
Training video library
Field and form customizations
Process bar development
Workflow automation
Business rules configuration
Custom dashboards
Advanced queries
Word template coaching
Outlook email template coaching
One CSV import for contacts/accounts
Database design meetings
Periodic database reviews
System upgrade analysis
Project management
Administrator training (2 sessions/year)
Development documentation
Quarterly marketing strategy sessions
Marketing integration setup
Quarterly marketing campaign coaching
Email template coaching
Web-to-lead setup
Premium Startup ($7,500 value)

*Please request a formal proposal for complete details. Pricing is per-user, per-month, quarterly payments required. Development services based on main entities: account, contact, opportunities leads and cases. Dynamics 365 Team users service plan starting at $25 per user per month.

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