Dynamics 365 Implementation for UK Business

Job ID: 38448084

Budget: £750 – £1,500 GBP

I am seeking an expert in Dynamics 365 to set up the system for my medium-sized building and maintenance business in the UK.

Requirements:
- The system should include Customer Relationship Management (CRM), Sales and Marketing, Project Management, Field Service Management (FSM) and Finance apps
- I have a medium-sized team of 11-50 members that will be using the system on a daily basis

Field Service Management (FSM) Usage:
- The FSM functionality will mainly be used for Scheduling and dispatch
- Additionally, I want it to improve our Customer engagement

Ideal skills and experience:
- Proven experience with Dynamics 365
- Familiarity with the building and maintenance industry in the UK is a plus
- Strong background in implementing CRM, Sales and Marketing, Project Management, FSM, and Finance modules in Dynamics 365
- Ability to set up the system to scale for medium-sized teams.

I would like someone to pitch me how they would deliver the right solution for our business.

I would like the selected team to be with us to maintain and continue to develop the system.

Please make sure you know what the software would cost our business.

Board members x 2
PA to the board x 1
3 x senior managers (ops, finance and commercial)
4 x managers (Project managers)
2 x Customer experience administrator
30 x Remote field workers