TEAM Finance & Real Estate Group Inc. is looking to enhance its use of Microsoft Dynamics 365 Sales and Sales Insights by integrating historical data and optimizing client and prospect management. The project aims to provide learners with the opportunity to apply their CRM knowledge in a practical setting. The primary goal is to import and organize historical data, streamline client and prospect lists, and assist in the creation of marketing campaigns. This project will allow learners to gain hands-on experience with CRM systems and contribute to real-world marketing efforts. The tasks are designed to be completed by a team of students from a single academic program, ensuring a cohesive approach to problem-solving. The project is structured to be completed within 60 hours, providing a focused and manageable workload for the learners.

The deliverables for this project include a successfully imported and organized historical data set within Microsoft Dynamics 365 Sales. Additionally, the team will deliver a refined and updated client and prospect list. Finally, the learners will assist in the development of a marketing campaign plan, in collaboration with the company's marketing specialist. These deliverables will demonstrate the learners' ability to apply CRM knowledge effectively and contribute to marketing strategies.