Dynamics 365 Roll-Out & Care
Budget: $30 – $250 USD
Our organisation is rolling out Microsoft Dynamics 365 across Sales, Customer Service, and Finance & Operations and I need an expert who can take us from first installation through to steady-state support.
Scope
• Implementation – set up the three modules, align security roles and business process flows, and connect them to Office 365 / Power Platform where useful.
• Customisation – tailor entities, forms, workflows, reports and dashboards so the system reflects our current processes rather than forcing us to change them.
• Data migration – cleanse, transform and import our existing data sets (SQL exports and several CSV files) with full validation to ensure nothing is lost or mis-mapped.
• Support & maintenance – knowledge-transfer sessions for the in-house team, plus a light SLA for post-go-live troubleshooting and periodic health checks.
Acceptance criteria
1. All three modules live and accessible to pilot users without critical errors.
2. Legacy data reconciled 1:1 in Dynamics and signed off by business owners.
3. Custom entities, fields and automation documented in a concise admin guide.
4. A 30-day hyper-care period in which defects are addressed within agreed response times.
If you have deep experience in Dynamics 365 Sales, Customer Service, and F&O, especially around data migration and post-deployment support, I’d like to hear how you would approach this and see examples of similar projects you have delivered.
Scope
• Implementation – set up the three modules, align security roles and business process flows, and connect them to Office 365 / Power Platform where useful.
• Customisation – tailor entities, forms, workflows, reports and dashboards so the system reflects our current processes rather than forcing us to change them.
• Data migration – cleanse, transform and import our existing data sets (SQL exports and several CSV files) with full validation to ensure nothing is lost or mis-mapped.
• Support & maintenance – knowledge-transfer sessions for the in-house team, plus a light SLA for post-go-live troubleshooting and periodic health checks.
Acceptance criteria
1. All three modules live and accessible to pilot users without critical errors.
2. Legacy data reconciled 1:1 in Dynamics and signed off by business owners.
3. Custom entities, fields and automation documented in a concise admin guide.
4. A 30-day hyper-care period in which defects are addressed within agreed response times.
If you have deep experience in Dynamics 365 Sales, Customer Service, and F&O, especially around data migration and post-deployment support, I’d like to hear how you would approach this and see examples of similar projects you have delivered.