{"id":2952,"date":"2026-02-11T09:52:51","date_gmt":"2026-02-11T08:52:51","guid":{"rendered":"https:\/\/nabsolutions.com\/us\/?page_id=2952"},"modified":"2026-04-09T07:11:15","modified_gmt":"2026-04-09T11:11:15","slug":"get-started-with-dynamics-365-crm","status":"publish","type":"page","link":"https:\/\/nabsolutions.com\/us\/crm\/get-started-with-dynamics-365-crm\/","title":{"rendered":"Get started with Dynamics 365 CRM"},"content":{"rendered":"\r\n<section class=\"nab-half-hero is-lightest-green has-less-padding-top has-less-padding-bottom\" id=\"\">\r\n    <div class=\"nab-half-hero-inner\">\r\n        <div class=\"nab-half-hero-items\">\r\n            <header class=\"nab-half-hero-header\">\r\n                \r\n                                    <h1 class=\"nab-half-hero-header-title is-h2\">\r\n                        Get started with Dynamics 365 CRM                    <\/h1>\r\n                \r\n                                    <p class=\"nab-half-hero-header-text is-ingress\">\r\n                        Here we walk through how a CRM is implemented\u2014from agreement to launch. Together, we ensure your new CRM solution is implemented as smoothly as possible!                    <\/p>\r\n                \r\n                                \r\n                                \r\n                                    <a href=\"\" class=\"nab-half-hero-header-button nab-button is-primary is-info-form-popup\" aria-label=\"Contact us\">\r\n                        Contact us                    <\/a>\r\n                                \r\n                            <\/header>\r\n\r\n                            <div class=\"nab-half-hero-image\">\r\n                    <img decoding=\"async\" \r\n                        class=\"nab-half-hero-image-figure lazyload\" \r\n                        data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/03\/get_started_with_microsoft_crm.webp\" \r\n                        alt=\"Get started with Microsoft CRM\"\r\n                     src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/720;\">\r\n\r\n                                    <\/div>\r\n                    <\/div>\r\n    <\/div>\r\n<\/section>\n\n\r\n<section class=\"nab-usp-island   is-default\" id=\"\">\r\n    <div class=\"nab-usp-island-inner\">\r\n                    <header class=\"nab-usp-island-header\">\r\n                <h2 class=\"nab-usp-island-header-title\">\r\n                    NAB \u2014 a trusted partner                <\/h2>\r\n            <\/header>\r\n        \r\n                    <div class=\"nab-usp-island-items \">\r\n                                    <div class=\"nab-usp-island-item\">\r\n                        <header class=\"nab-usp-island-item-header\">\r\n                                                            <div class=\"nab-usp-island-item-header-icon-wrapper\">\r\n                                    <i class=\"nab-usp-island-item-header-icon no-hover material-symbols-outlined\" aria-label=\"psychology\">psychology<\/i>\r\n                                <\/div>\r\n                                                        \r\n\r\n                                                            <h4 class=\"nab-usp-island-item-header-title is-bold\">\r\n                                    Support and guidance                                <\/h4>\r\n                            \r\n                                                            <p class=\"nab-usp-island-item-header-text is-large\">\r\n                                    As your partner, we\u2019re with you every step of the way\u2014from the first meeting to final launch. If you want to make further adjustments or need support after launch, you can feel confident that we\u2019re always just a call away.                                <\/p>\r\n                            \r\n                                                    <\/header>\r\n                    <\/div>\r\n                                    <div class=\"nab-usp-island-item\">\r\n                        <header class=\"nab-usp-island-item-header\">\r\n                                                            <div class=\"nab-usp-island-item-header-icon-wrapper\">\r\n                                    <i class=\"nab-usp-island-item-header-icon no-hover material-symbols-outlined\" aria-label=\"people\">people<\/i>\r\n                                <\/div>\r\n                                                        \r\n\r\n                                                            <h4 class=\"nab-usp-island-item-header-title is-bold\">\r\n                                    Close collaboration with you                                <\/h4>\r\n                            \r\n                                                            <p class=\"nab-usp-island-item-header-text is-large\">\r\n                                    At NAB, we value close collaboration and frequent dialogue, helping us build strong and long-term relationships with you as a customer. We also gain a deep understanding of your business, which leads to an even better end result.                                <\/p>\r\n                            \r\n                                                    <\/header>\r\n                    <\/div>\r\n                                    <div class=\"nab-usp-island-item\">\r\n                        <header class=\"nab-usp-island-item-header\">\r\n                                                            <div class=\"nab-usp-island-item-header-icon-wrapper\">\r\n                                    <i class=\"nab-usp-island-item-header-icon no-hover material-symbols-outlined\" aria-label=\"autorenew\">autorenew<\/i>\r\n                                <\/div>\r\n                                                        \r\n\r\n                                                            <h4 class=\"nab-usp-island-item-header-title is-bold\">\r\n                                    Agile way of working                                <\/h4>\r\n                            \r\n                                                            <p class=\"nab-usp-island-item-header-text is-large\">\r\n                                    We work in an agile way in all our projects. This means we break them down into smaller parts to stay flexible throughout the project. That way, our large projects run just as smoothly as our smaller ones.                                <\/p>\r\n                            \r\n                                                    <\/header>\r\n                    <\/div>\r\n                            <\/div>\r\n            <\/div>\r\n<\/section>\n\n\n<section class=\"nab-timeline  \" id=\"\">\n\t<div class=\"nab-timeline-inner\">\n        \t\t\t<header class=\"nab-timeline-header\">\n\t\t\t\t<h2 class=\"nab-timeline-header-title\">\n\t\t\t\t\tHow an ERP system is implemented\t\t\t\t<\/h2>\n\t\t\t<\/header>\n\t\t\n                    <div class=\"nab-timeline-items\">\n                                    <div class=\"nab-timeline-item\">\n                        <div class=\"nab-timeline-item-blank\"><\/div>\n                        <div class=\"nab-timeline-item-inner\">\n                            <header class=\"nab-timeline-item-header\">\n                                                                    <h3 class=\"nab-timeline-item-title\">\n                                        Pre-study                                    <\/h3>\n                                \n                                                                    <p class=\"nab-timeline-item-text\">\n                                        We analyze your processes and your business to map out how your solution should be designed.                                    <\/p>\n                                                            <\/header>\n                            <div class=\"t-square nab-timeline-item-circle\"><\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"nab-timeline-item\">\n                        <div class=\"nab-timeline-item-blank\"><\/div>\n                        <div class=\"nab-timeline-item-inner\">\n                            <header class=\"nab-timeline-item-header\">\n                                                                    <h3 class=\"nab-timeline-item-title\">\n                                        Sprint planning                                    <\/h3>\n                                \n                                                                    <p class=\"nab-timeline-item-text\">\n                                        We break the project down into sprints so you can plan the right resources at the right time and know what will be developed and in what order. We break the project down into sprints so you can plan the right resources at the right time and know what will be developed and in what order.                                    <\/p>\n                                                            <\/header>\n                            <div class=\"t-square nab-timeline-item-circle\"><\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"nab-timeline-item\">\n                        <div class=\"nab-timeline-item-blank\"><\/div>\n                        <div class=\"nab-timeline-item-inner\">\n                            <header class=\"nab-timeline-item-header\">\n                                                                    <h3 class=\"nab-timeline-item-title\">\n                                        Four-week sprints                                    <\/h3>\n                                \n                                                                    <p class=\"nab-timeline-item-text\">\n                                        Each sprint typically lasts four weeks and includes development, evaluation, and testing. Each sprint typically lasts four weeks and includes development, evaluation, and testing.                                    <\/p>\n                                                            <\/header>\n                            <div class=\"t-square nab-timeline-item-circle\"><\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"nab-timeline-item\">\n                        <div class=\"nab-timeline-item-blank\"><\/div>\n                        <div class=\"nab-timeline-item-inner\">\n                            <header class=\"nab-timeline-item-header\">\n                                                                    <h3 class=\"nab-timeline-item-title\">\n                                        Go-live and continued development                                    <\/h3>\n                                \n                                                                    <p class=\"nab-timeline-item-text\">\n                                        The solution is tested in every sprint, and we carry out full system testing before going live! Once we\u2019re live, any further development and system adjustments can be made based on your needs.                                    <\/p>\n                                                            <\/header>\n                            <div class=\"t-square nab-timeline-item-circle\"><\/div>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n        \t<\/div>\n<\/section>\n\n\n\n\n    <section class=\"nab-bento  has-less-padding-bottom\" id=\"\">\n        <div class=\"nab-bento-inner\">\n                                                <div class=\"nab-bento-items is-bento-three\">\n                                                                                    <div class=\"nab-bento-item link-box-wrapper is-bento-three is-first\">\n                                    <div class=\"nab-bento-item-inner is-light-green   \">\n                                                                                    <img decoding=\"async\"\n                                                class=\"nab-bento-item-image-figure \" \n                                                src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/microsoft_agilt_arbetssatt.svg\" \n                                                alt=\"Microsoft Dynamics 365 och NAB - Jobba agilt\"\n                                            >\n                                        \n                                        \n                                        <header class=\"nab-bento-item-header\">\n                                            <p class=\"nab-bento-item-header-subtitle is-uppercase\">\n                                                Agile way of working                                            <\/p>\n\n                                            <h3 class=\"nab-bento-item-header-title \">\n                                                We work in short cycles to adapt to changing needs throughout the project.                                            <\/h3>\n\n                                                                                    <\/header>\n\n                                        \n                                                                            <\/div>\n                                <\/div>\n                                                                                                                                                                                    \n                        <div class=\"nab-bento-item-wrapper is-bento-three\">\n                                                                                                                                                            <div class=\"nab-bento-item link-box-wrapper\">\n                                        <div class=\"nab-bento-item-inner is-dark-green  has-no-padding-bottom  \">\n                                            \n                                            \n                                            <header class=\"nab-bento-item-header\">\n                                                <p class=\"nab-bento-item-header-subtitle is-uppercase\">\n                                                    PRE-STUDY                                                <\/p>\n                                                \n                                                <h3 class=\"nab-bento-item-header-title \">\n                                                    A thorough analysis of your challenges and needs ensures that your solution is optimized for your business.                                                <\/h3>\n\n                                                                                            <\/header>\n\n                                                                                                                                                <div class=\"nab-bento-item-image is-cover\">\n                                                                                                                    <img decoding=\"async\"\n                                                                class=\"nab-bento-item-image-boxed-figure is-center lazyload\"\n                                                                data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2025\/03\/Varfor-valja-Dynamics-365-Sales-framfor-andra-CRM.webp\" \n                                                                alt=\"Varf\u00f6r v\u00e4lja Dynamics 365 Sales framf\u00f6r andra CRM?\"\n                                                             src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1920px; --smush-placeholder-aspect-ratio: 1920\/1080;\">\n                                                                                                            <\/div>\n                                                                                            \n                                                                                    <\/div>\n                                    <\/div>\n                                                                                                                                <div class=\"nab-bento-item link-box-wrapper\">\n                                        <div class=\"nab-bento-item-inner is-beige  has-no-padding-bottom  \">\n                                            \n                                            \n                                            <header class=\"nab-bento-item-header\">\n                                                <p class=\"nab-bento-item-header-subtitle is-uppercase\">\n                                                    GO &#8211; LIVE                                                <\/p>\n                                                \n                                                <h3 class=\"nab-bento-item-header-title \">\n                                                    Once your solution is live, we proactively suggest improvements and ways AI can make your workday more efficient.                                                <\/h3>\n\n                                                                                            <\/header>\n\n                                                                                                                                                <div class=\"nab-bento-item-image is-cover\">\n                                                                                                                    <img decoding=\"async\"\n                                                                class=\"nab-bento-item-image-boxed-figure is-center lazyload\"\n                                                                data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2024\/06\/Microsofts-stora-AI-satsning-i-Sverige.webp\" \n                                                                alt=\"Microsofts stora AI-satsning i Sverige\"\n                                                             src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1920px; --smush-placeholder-aspect-ratio: 1920\/1080;\">\n                                                                                                            <\/div>\n                                                                                            \n                                                                                    <\/div>\n                                    <\/div>\n                                                                                    <\/div>\n                    <\/div>\n                \n                                \n                               \n                                    <\/div>\n    <\/section>\n\n\n\r\n<section class=\"nab-testimonial   is-beige\" id=\"\">\r\n    <div class=\"nab-testimonial-inner\">\r\n                    <header class=\"nab-testimonial-header\">\r\n                <h2 class=\"nab-testimonial-header-title\">\r\n                    The mix of large and small projects makes the work even more exciting                <\/h2>\r\n            <\/header>\r\n        \r\n        <div class=\"nab-testimonial-items\">\r\n                            <div class=\"nab-testimonial-image-wrapper\">\r\n                    <div class=\"nab-testimonial-image\">\r\n                                                <svg width=\"100%\" height=\"100%\" viewBox=\"0 0 453 391\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n                        <defs>\r\n                        <!-- Define the mask shape -->\r\n                        <clipPath id=\"mask_69d920985efbc\">\r\n                        <path d=\"M5.9397 176.17C44.5276 42.8413 191.667 -10.2541 289.998 1.61523C388.329 13.4846 463.566 101.476 450.808 209.482C438.554 313.222 377.248 369.099 244.416 387.506C43.5502 415.34 -21.399 270.63 5.9397 176.17Z\"\/>\r\n                        <\/clipPath>\r\n                        <\/defs>\r\n                        <!-- Apply the image with clipping -->\r\n                        <image href=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/lina_johansson_nab_solutions.webp\" x=\"0\" y=\"0\" width=\"453\" height=\"391\" \r\n                        preserveAspectRatio=\"xMidYMid slice\" \r\n                        clip-path=\"url(#mask_69d920985efbc)\"\/>\r\n                        <\/svg>\r\n                    <\/div>\r\n                <\/div>\r\n            \r\n            <header class=\"nab-testimonial-content\">\r\n                                    <p class=\"nab-testimonial-content-text is-lead\">\r\n                        Through close collaboration and ongoing dialogue with the customer, combined with our project methodology (regardless of project size), we build strong relationships and mutual trust. We work in smaller regional teams, with each customer connected to a dedicated team. This ensures that customers feel heard and understood, while receiving reliable and high-quality deliveries thanks to our deep understanding of their processes and business.                    <\/p>\r\n                \r\n                \r\n                                    <img decoding=\"async\" \r\n                        src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2025\/10\/nab-logo.svg\" \r\n                        alt=\"NAB Solutions Logo\"\r\n                        class=\"nab-testimonial-content-image\"\r\n                    >\r\n                \r\n                                    <p class=\"nab-testimonial-content-name\">\r\n                        Lina Johansson                    <\/p>\r\n                \r\n                                    <p class=\"nab-testimonial-content-company\">\r\n                        Team Lead Onboarding                    <\/p>\r\n                            <\/header>\r\n        <\/div>\r\n    <\/div>\r\n<\/section>\n\n\r\n<section class=\"nab-slide-cards has-more-padding-top has-more-padding-bottom lazyload\" id=\"\" style=\"background-image:inherit;\" data-bg-image=\"url(&#039;https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/nab-solutions-erp-crm-ai-partner-1.webp&#039;)\">\r\n    <div class=\"nab-slide-cards-inner\">\r\n        <div class=\"nab-slide-cards-wrapper\">\r\n            <div class=\"nab-slide-cards-content\">\r\n                                    <p class=\"nab-slide-cards-content-label is-green is-uppercase\">\r\n                        Why NAB &amp; Microsoft                    <\/p>\r\n                \r\n                                    <h2 class=\"nab-slide-cards-content-title is-white\">\r\n                        NAB &amp; Microsoft are the trusted choice for companies that want a secure and scalable business solution                    <\/h2>\r\n                            <\/div>\r\n            <div class=\"nab-slide-cards-slider\">\r\n                                    <div class=\"nab-slide-cards-slides\">\r\n                                                                                <div class=\"nab-slide-cards-slide\" data-background=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/nab-solutions-erp-crm-ai-partner-1.webp\">\r\n                                <div class=\"nab-slide-cards-slide-card\">\r\n                                                                            <div class=\"nab-slide-cards-slide-card-icon-wrapper\">\r\n                                            <img decoding=\"async\" class=\"nab-slide-cards-slide-card-icon\" src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2025\/10\/nab-logo.svg\" alt=\"NAB Solutions Logo\" \/>\r\n                                        <\/div>\r\n                                    \r\n                                                                            <h3 class=\"nab-slide-cards-slide-card-title\">\r\n                                            NAB \u2013 experts in Dynamics 365 CRM with extensive experience                                        <\/h3>\r\n                                    \r\n                                                                            <p class=\"nab-slide-cards-slide-card-text\">\r\n                                            At NAB, we\u2019ve been deeply immersed in Microsoft products for nearly 25 years. That\u2019s why we confidently say we know Microsoft and Dynamics 365 CRM inside and out\u2014in 2020, Microsoft named us the best in the world at what we do. Over the years, we\u2019ve had the privilege of helping countless companies implement new systems and continue their growth. Is it your turn now?                                        <\/p>\r\n                                    \r\n                                                                            <a href=\"https:\/\/nabsolutions.com\/us\/why-nab-and-microsoft\/\" class=\"nab-slide-cards-slide-card-link nab-button is-primary\" >\r\n                                            Learn more                                        <\/a>\r\n                                                                    <\/div>\r\n                            <\/div>\r\n                                                                                <div class=\"nab-slide-cards-slide\" data-background=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2025\/11\/Bygg-starkare-relationer-med-Customer-Insights.webp\">\r\n                                <div class=\"nab-slide-cards-slide-card\">\r\n                                                                            <div class=\"nab-slide-cards-slide-card-icon-wrapper\">\r\n                                            <img decoding=\"async\" class=\"nab-slide-cards-slide-card-icon\" src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2025\/11\/icons8-microsoft.svg\" alt=\"\" \/>\r\n                                        <\/div>\r\n                                    \r\n                                                                            <h3 class=\"nab-slide-cards-slide-card-title\">\r\n                                            A world-class CRM from Microsoft                                        <\/h3>\r\n                                    \r\n                                                                            <p class=\"nab-slide-cards-slide-card-text\">\r\n                                            Microsoft Dynamics 365 CRM helps you build stronger customer relationships, increase sales, and work more efficiently. All customer data is brought together in one platform, giving you a 360-degree view of every customer\u2014from the first interaction to long-term collaboration.                                        <\/p>\r\n                                    \r\n                                                                            <a href=\"https:\/\/nabsolutions.com\/us\/crm\/\" class=\"nab-slide-cards-slide-card-link nab-button is-primary\" >\r\n                                            Learn more                                        <\/a>\r\n                                                                    <\/div>\r\n                            <\/div>\r\n                                            <\/div>\r\n                                        \r\n                <\/div>\r\n            <\/div>\r\n            <div class=\"nab-slide-cards-slider-buttons-wrapper\">\r\n                <a class=\"nab-button is-secondary nab-slide-cards-slider-button nab-slide-cards-slider-button-prev\" aria-label=\"Previous Slide\">\r\n                    <i class=\"nab-slide-cards-slider-button-icon material-symbols-outlined\" aria-label=\"Arrow left\">arrow_left_alt<\/i>\r\n                <\/a>\r\n                <a class=\"nab-button is-secondary nab-slide-cards-slider-button nab-slide-cards-slider-button-next\" aria-label=\"Next Slide\">\r\n                    <i class=\"nab-slide-cards-slider-button-icon material-symbols-outlined\" aria-label=\"Arrow right\">arrow_right_alt<\/i>\r\n                <\/a>\r\n            <\/div>\r\n    <\/div>\r\n<\/section>\n\n\r\n<section class=\"nab-video-island  has-less-padding-bottom \" id=\"\">\r\n    <div class=\"nab-video-island-inner \">\r\n        <header class=\"nab-video-island-header\">\r\n                            <h2 class=\"nab-video-island-header-title\">\r\n                    Unlock the full potential of Microsoft Dynamics 365                <\/h2>\r\n            \r\n                    <\/header>\r\n\r\n\r\n        <div class=\"nab-video-island-video\">\r\n                            <div class=\"embed-container\">\r\n                    <iframe title=\"Microsoft Copilot and Microsoft Dynamics 365 at NAB - How does it work?\" width=\"640\" height=\"360\" data-src=\"https:\/\/www.youtube.com\/embed\/P6YruXgQCSY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe>                <\/div>\r\n                    <\/div>\r\n    <\/div>\r\n<\/section>\n\n\n    <section class=\"nab-color-cards has-none-padding-top \" id=\"\">\n        <div class=\"nab-color-cards-inner\">\n            <div class=\"nab-color-cards-items\">\n                                                                \n                            <a href=\"https:\/\/nabsolutions.com\/us\/crm\/dynamcis-365-sales\/\" class=\"nab-color-cards-item\" aria-label=\"Future-proof your business with an AI-powered sales solution\">\n                                <div class=\"nab-color-cards-item-inner\">\n                                                                            <p class=\"nab-color-cards-item-tag nab-button is-chips is-dark has-no-hover\">\n                                            Dynamics 365 Sales                                        <\/p>\n                                    \n                                    <h2 class=\"nab-color-cards-item-title is-smaller\">\n                                        Future-proof your business with an AI-powered sales solution                                    <\/h2>\n\n                                    <i class=\"nab-color-cards-item-icon material-symbols-outlined\">\n                                        arrow_right_alt\n                                    <\/i>\n                                <\/div>\n                            <\/a>\n                                                                                                            \n                            <a href=\"https:\/\/nabsolutions.com\/us\/crm\/dynamics-365-customer-insights\/\" class=\"nab-color-cards-item\" aria-label=\"Create engaging customer experiences\">\n                                <div class=\"nab-color-cards-item-inner\">\n                                                                            <p class=\"nab-color-cards-item-tag nab-button is-chips is-dark has-no-hover\">\n                                            Dynamics 365 Customer Insights                                        <\/p>\n                                    \n                                    <h2 class=\"nab-color-cards-item-title is-smaller\">\n                                        Create engaging customer experiences                                    <\/h2>\n\n                                    <i class=\"nab-color-cards-item-icon material-symbols-outlined\">\n                                        arrow_right_alt\n                                    <\/i>\n                                <\/div>\n                            <\/a>\n                                                                                                            \n                            <a href=\"https:\/\/nabsolutions.com\/us\/copilot\/\" class=\"nab-color-cards-item\" aria-label=\"Automate and streamline your work\">\n                                <div class=\"nab-color-cards-item-inner\">\n                                                                            <p class=\"nab-color-cards-item-tag nab-button is-chips is-dark has-no-hover\">\n                                            Dynamics 365 Copilot                                        <\/p>\n                                    \n                                    <h2 class=\"nab-color-cards-item-title is-smaller\">\n                                        Automate and streamline your work                                    <\/h2>\n\n                                    <i class=\"nab-color-cards-item-icon material-symbols-outlined\">\n                                        arrow_right_alt\n                                    <\/i>\n                                <\/div>\n                            <\/a>\n                                                                        <\/div>\n        <\/div>\n    <\/section>\n\n\n\r\n\r\n    <section class=\"nab-articles-list   is-none\" id=\"\">\r\n        <div class=\"nab-articles-list-inner\">\r\n            <header class=\"nab-articles-list-header\">\r\n                <h2 class=\"nab-articles-list-header-title\">\r\n                    Learn more about Microsoft CRM                <\/h2>\r\n            <\/header>\r\n\r\n                        \r\n            <div class=\"nab-articles-list-items\">\r\n                <a href=\"https:\/\/nabsolutions.com\/us\/crm\/implementing-microsofts-crm-platform\/\" class=\"nab-articles-list-item has-even-more-margin-bottom\" aria-label=\"What\u2019s important from the start when implementing Microsoft\u2019s CRM platform\">\r\n    <header class=\"nab-articles-list-item-header\">\r\n        <div class=\"nab-articles-list-item-header-image has-lesser-margin-bottom\">\r\n                            <img decoding=\"async\" \r\n                    class=\"nab-articles-list-item-header-image-figure lazyload\" \r\n                    data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/Att-infora-Microsofts-CRM\u2011plattform.webp\" \r\n                    alt=\"\"\r\n                 src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1280px; --smush-placeholder-aspect-ratio: 1280\/720;\">\r\n                        <div class=\"content-overlay\"><\/div>\r\n        <\/div>\r\n\r\n        \r\n        <h4 class=\"nab-articles-list-item-header-title has-even-less-margin-bottom is-bold\">\r\n            What\u2019s important from the start when implementing Microsoft\u2019s CRM platform            <span class=\"content-overlay button-border\"><\/span>\r\n        <\/h4>\r\n\r\n        \r\n\r\n                    <p class=\"nab-articles-list-item-header-excerpt\">\r\n                CRM isn\u2019t just about technology \u2014 it\u2019s about how you work with your customers. Discover how the right focus, clear&hellip;            <\/p>\r\n        \r\n    <\/header>\r\n    \r\n            <p class=\"nab-articles-list-item-header-button nab-button is-secondary\">\r\n            Read more        <\/p>\r\n    <\/a>                    \r\n                <a href=\"https:\/\/nabsolutions.com\/us\/crm\/microsofts-crm-platform-how-the-pieces-fit-together\/\" class=\"nab-articles-list-item has-even-more-margin-bottom\" aria-label=\"Microsoft\u2019s CRM platform \u2014 how the pieces fit together\">\r\n    <header class=\"nab-articles-list-item-header\">\r\n        <div class=\"nab-articles-list-item-header-image has-lesser-margin-bottom\">\r\n                            <img decoding=\"async\" \r\n                    class=\"nab-articles-list-item-header-image-figure lazyload\" \r\n                    data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/Microsofts-CRM\u2011plattform-\u2013-sa-hanger-delarna-ihop.jpg\" \r\n                    alt=\"\"\r\n                 src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1280px; --smush-placeholder-aspect-ratio: 1280\/720;\">\r\n                        <div class=\"content-overlay\"><\/div>\r\n        <\/div>\r\n\r\n        \r\n        <h4 class=\"nab-articles-list-item-header-title has-even-less-margin-bottom is-bold\">\r\n            Microsoft\u2019s CRM platform \u2014 how the pieces fit together            <span class=\"content-overlay button-border\"><\/span>\r\n        <\/h4>\r\n\r\n        \r\n\r\n                    <p class=\"nab-articles-list-item-header-excerpt\">\r\n                When you start looking more closely at Microsoft\u2019s CRM platform, a common question is what it actually consists of. Is&hellip;            <\/p>\r\n        \r\n    <\/header>\r\n    \r\n            <p class=\"nab-articles-list-item-header-button nab-button is-secondary\">\r\n            Read more        <\/p>\r\n    <\/a>                    \r\n                <a href=\"https:\/\/nabsolutions.com\/us\/crm\/when-is-microsofts-crm-platform-the-right-fit\/\" class=\"nab-articles-list-item has-even-more-margin-bottom\" aria-label=\"When is Microsoft\u2019s CRM platform the right fit \u2014 and what needs does it solve best?\">\r\n    <header class=\"nab-articles-list-item-header\">\r\n        <div class=\"nab-articles-list-item-header-image has-lesser-margin-bottom\">\r\n                            <img decoding=\"async\" \r\n                    class=\"nab-articles-list-item-header-image-figure lazyload\" \r\n                    data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/Nar-passar-Microsofts-CRM\u2011plattform.webp\" \r\n                    alt=\"\"\r\n                 src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1280px; --smush-placeholder-aspect-ratio: 1280\/720;\">\r\n                        <div class=\"content-overlay\"><\/div>\r\n        <\/div>\r\n\r\n        \r\n        <h4 class=\"nab-articles-list-item-header-title has-even-less-margin-bottom is-bold\">\r\n            When is Microsoft\u2019s CRM platform the right fit \u2014 and what needs does it solve best?            <span class=\"content-overlay button-border\"><\/span>\r\n        <\/h4>\r\n\r\n        \r\n\r\n                    <p class=\"nab-articles-list-item-header-excerpt\">\r\n                Is customer information scattered and processes different across teams? Microsoft\u2019s CRM platform helps growing organizations create structure, bring customer data&hellip;            <\/p>\r\n        \r\n    <\/header>\r\n    \r\n            <p class=\"nab-articles-list-item-header-button nab-button is-secondary\">\r\n            Read more        <\/p>\r\n    <\/a>                    \r\n                            <\/div>\r\n                    <\/div>\r\n    <\/section>\r\n\n\n\n<section class=\"nab-faq   \" id=\"\">\n    <div class=\"nab-faq-inner\">\n                    <header class=\"nab-faq-header\">\n                                    <h2 class=\"nab-faq-header-heading is-grey\">\n                        FAQ                    <\/h2>\n                            <\/header>\n        \n                    <div class=\"nab-faq-items\">\n                <div class=\"nab-faq-item\">\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            What are the next steps if we want to start working with NAB?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>The next step is for us to work together to map out your needs and goals so we can determine how to best support you. We usually start with a conversation to create a clear plan, but the exact approach is always tailored to your company and situation.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            How do we know that Dynamics 365 Sales is a long\u2011term choice?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Dynamics 365 Sales is built on Microsoft\u2019s cloud platform, which is continuously updated with new features, security enhancements, and improvements. The platform is scalable and flexible, allowing it to grow with your business and adapt to changing needs. It\u2019s also supported by a global network of partners and resources \u2014 providing confidence and long\u2011term value for your sales team.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            What happens after go\u2011live with Dynamics 365 Sales?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>After go\u2011live, we continue to support you with guidance and support to ensure the system works smoothly in day\u2011to\u2011day operations. We work together to further develop the solution over time, adapt it to new requirements, and make sure you achieve continuous business value from your system.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            Why should we work with NAB?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>You should work with NAB Solutions because we\u2019re a partner \u2014 not just a vendor. We focus on understanding your needs and creating solutions that truly solve them, rather than selling features you don\u2019t need. With long experience, proven methods, and hundreds of successful projects, we know what works in practice. And we support you all the way \u2014 from strategy and implementation to everyday use and ongoing development.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                    <\/div>\n            <\/div>\n            <\/div>\n<\/section>\n\n\n\n<section class=\"nab-cta-island   \" id=\"CTA\">\n    <div class=\"nab-cta-island-inner\">\n        <header class=\"nab-cta-island-header\">\n                            <h2 class=\"nab-cta-island-header-title \">\n                    Are you ready to take your business to the next level?                <\/h2>\n                        \n                            <p class=\"nab-cta-island-header-text is-ingress\">\n                    Our experienced experts help you implement your new business system! Book a free consultation to learn more about how it works.                <\/p>\n                        \n                            <a href=\"\" class=\"nab-cta-island-header-button nab-button is-primary is-info-form-popup\" aria-label=\"Contact us\">\n                    Contact us                <\/a>\n                \n                    <\/header>\n\n    <\/div>\n<\/section>\n\n\r\n<section class=\"nab-form-popup nab-form\">\r\n    <div class=\"nab-form-popup-inner\">\r\n        <a href=\"#\" class=\"nab-form-popup-close\">\r\n            <i class=\"nab-form-popup-close-icon material-symbols-outlined\">close<\/i>\r\n        <\/a>\r\n        <header class=\"nab-form-popup-header\">\r\n            <h3 class=\"nab-form-popup-header-title is-large\">\r\n                Get more information            <\/h3>\r\n            <p class=\"nab-form-popup-header-text is-lead\">\r\n                Fill out the form below to get more information about our solutions.            <\/p>\r\n      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class=\"nab-form-area-label\">\r\n                        Email*                    <\/label>\r\n                    <input type=\"email\" class=\"nab-form-area-input is-required\" id=\"nab-form-email\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your email.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-phone\" class=\"nab-form-area-label\">\r\n                        Phone*                    <\/label>\r\n                    <input type=\"tel\" class=\"nab-form-area-input is-required\" id=\"nab-form-phone\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your phone number.                    <\/p>\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item\">\r\n                    <label for=\"nab-form-message\" class=\"nab-form-area-label is-message\">\r\n                        Message                    <\/label>\r\n                    <textarea name=\"\" id=\"nab-form-message\" class=\"nab-form-area-input nab-form-area-textarea\"><\/textarea>\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item\">\r\n                    <button class=\"nab-form-area-submit nab-button is-primary is-full\">\r\n                        Send                    <\/button>\r\n                    <img decoding=\"async\" src=\"https:\/\/nabsolutions.com\/us\/wp-content\/themes\/nab-solutions-public\/assets\/static\/images\/oval.svg\" alt=\"\" class=\"nab-form-area-submit-icon\">\r\n                <\/div>\r\n\r\n                <p class=\"nab-form-area-integritypolicy is-small\">\r\n                    By contacting us, your personal data will be processed in accordance with NAB&#8217;s <a href=\"\/us\/about-nab-solutions\/privacy-policy\">privacy policy<\/a>.                <\/p>\r\n\r\n                            <\/form>\r\n        <\/div>\r\n    <\/div>\r\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":6475,"parent":15,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"tags":[134],"folder":[16],"class_list":["post-2952","page","type-page","status-publish","has-post-thumbnail","hentry","tag-decision"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Get Started with Dynamics 365 CRM | Easy CRM Implementation<\/title>\n<meta name=\"description\" content=\"Learn how to get started with Dynamics 365 CRM\u2014from planning to go\u2011live. 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