Microsoft Dynamics CRM & Ticketing System Setup
Budget: $250 – $750 USD
CRM Setup & Internal Ticketing Workflow for Estimating Team (Fabrication Company)
Company: CT&C Fabrication – Erda, Utah
Overview:
We’re a growing structural/misc steel fabrication company looking for a freelancer or consultant to help us set up two key operational systems:
Part 1 – Microsoft Dynamics 365 CRM Setup (Sales + Business Central)
We’re ready to get serious about managing our leads, bids, and sales pipeline. We need help setting up:
Lead & customer management
Opportunity pipeline tracking (stages, follow-ups, won/lost)
Sales dashboard setup (active bids, revenue tracking)
Integration (email, Excel, and possibly quoting tools)
Basic team training (2-3 people)
You should know Dynamics Sales and Business Central well enough to build a system that won’t require constant babysitting.
Part 2 – Internal Ticketing System for Estimators
We want a lightweight ticketing system to manage internal estimate approvals and project reviews:
Estimators submit review tickets with attachments and notes
Assigns to leadership for approval
Allows nudges, reminders, and tracking
Tracks status changes (e.g. Open → Under Review → Approved → Sent)
Dashboard to see bottlenecks and turnaround times
Tools we’d consider: Microsoft Power Automate, Teams, Lists, SharePoint, Airtable, Trello — anything clean, fast, and mobile-friendly.
Requirements:
Proven experience in Microsoft Dynamics 365 CRM (Sales & Business Central)
Strong workflow automation skills (Power Automate or similar)
Experience in sales/estimating environments (construction or fabrication preferred)
Can build lightweight, accountable systems with clear reporting
Bonus if you:
Know fabrication or construction sales processes
Can make it look clean and easy for non-tech users
Provide documentation or light training
Start Date: ASAP
Location: Remote is fine, Utah-based preferred
Project Length: Short-term setup + potential for ongoing support
Company: CT&C Fabrication – Erda, Utah
Overview:
We’re a growing structural/misc steel fabrication company looking for a freelancer or consultant to help us set up two key operational systems:
Part 1 – Microsoft Dynamics 365 CRM Setup (Sales + Business Central)
We’re ready to get serious about managing our leads, bids, and sales pipeline. We need help setting up:
Lead & customer management
Opportunity pipeline tracking (stages, follow-ups, won/lost)
Sales dashboard setup (active bids, revenue tracking)
Integration (email, Excel, and possibly quoting tools)
Basic team training (2-3 people)
You should know Dynamics Sales and Business Central well enough to build a system that won’t require constant babysitting.
Part 2 – Internal Ticketing System for Estimators
We want a lightweight ticketing system to manage internal estimate approvals and project reviews:
Estimators submit review tickets with attachments and notes
Assigns to leadership for approval
Allows nudges, reminders, and tracking
Tracks status changes (e.g. Open → Under Review → Approved → Sent)
Dashboard to see bottlenecks and turnaround times
Tools we’d consider: Microsoft Power Automate, Teams, Lists, SharePoint, Airtable, Trello — anything clean, fast, and mobile-friendly.
Requirements:
Proven experience in Microsoft Dynamics 365 CRM (Sales & Business Central)
Strong workflow automation skills (Power Automate or similar)
Experience in sales/estimating environments (construction or fabrication preferred)
Can build lightweight, accountable systems with clear reporting
Bonus if you:
Know fabrication or construction sales processes
Can make it look clean and easy for non-tech users
Provide documentation or light training
Start Date: ASAP
Location: Remote is fine, Utah-based preferred
Project Length: Short-term setup + potential for ongoing support