Sales In-a-Box

Dynamics 365 should be easy from the get-go

Recursyv Sales In-a-Box is a package of Microsoft Dynamics 365 customisations which include simplified forms, straightforward business processes, meaningful charts and dashboards as well as a collection of usability improvements.
The In-a-Box products are designed to get you up-and-running on Microsoft Dynamics 365 quickly and easily.

The product was born when we recognised the growing shift in the gap between the affordability of the cloud-based Dynamics 365 platform and the reality that many businesses cannot afford an expensive professional services project just to get started.

We've consolidated our experience across hundreds of implementations, looking at the things most businesses have asked for, and built this into a packaged solution which is sold on a subscription basis.

Let's take a look

How does In-a-Box make work easier?

The benefits of the IaB solution are driven by the ability to enable your users to be productive quickly and the underlying power of the Dynamics 365 solution.

  • Quickly deploy a complete Dynamics 365 solution and make it available to your users
  • Quickly enable your users to be productive on an enterprise class solution
  • Enable more informed decision-making
  • Enable a single version of the truth across your organisation
  • Enable a real-time view of your sales pipeline and progress
  • Work on your information anytime, anywhere

What does the Recursyv In-a-Box product include?

  • Simplified forms with a focus on the most important data fields rather than simply having dozens of data fields
  • Straightforward business processes for sales and contact management
  • Data fields for capturing social media identities
  • Standardisation of columns across data views
  • A selection of useful data visualisations
  • Quick reference guides and detailed user manuals
  • Access to In-a-Box solution upgrades as Recursyv further develops the product

What else do you need to know?

  • The product is built on Dynamics 365 and you will need Dynamics 365 licenses for your users. Recursyv can provide these and they will be priced transparently.
  • In customising Dynamics 365, Recursyv have not "broken" any of the underlying data structures. If you decide to move on from the IaB products, your data will be structurally sound within Dynamics 365.
  • Dynamics 365 integrates with Microsoft Exchange/Outlook meaning you can associate emails, contacts and appointments with sales activity in Dynamics 365. Recursyv can help configure this.
  • Microsoft have made apps for tablets and phones available at no extra cost for all major mobile platforms. You can act on your data on the go.
  • We can help you with some additional customisation although we'd recommend this is limited in scope. The intent is not to require large consulting projects to get users active on the system.
  • You can try both Dynamics 365 & In-a-Box for 30 days for free, no obligations and no credit card required
  • We welcome all new customers with a packet of chocolate chip cookies.