Configuring and Customizing Dynamics 365 Sales
Budget: $15 – $25 USD
I'm seeking an experienced professional who can provide a comprehensive customization of Dynamics 365 Sales. This will predominantly involve the interface, data fields, reporting and possible integration with other systems.
Key Tasks:
- General configuration and customization.
- Improve Reporting
- Advise on D365 modules to implement to achieve our goals.
- Possible integration to other systems.
- Understand and implement our existing sales processes on D365 Sales
The successful freelancer should be fluent in:
- The Dynamics 365 Platform & Its Functionality
- System Integration.
- Power Automate
- PowerBI
- Dataverse
Experience in a similar role with evidence of prior Dynamics 365 customization tasks completed would be a significant advantage.
Key Tasks:
- General configuration and customization.
- Improve Reporting
- Advise on D365 modules to implement to achieve our goals.
- Possible integration to other systems.
- Understand and implement our existing sales processes on D365 Sales
The successful freelancer should be fluent in:
- The Dynamics 365 Platform & Its Functionality
- System Integration.
- Power Automate
- PowerBI
- Dataverse
Experience in a similar role with evidence of prior Dynamics 365 customization tasks completed would be a significant advantage.