Dynamics 365 CRM & Power Platform Development

CT&C Fabrication (Erda, Utah)
Objective: Streamline sales and estimating workflows using Microsoft Dynamics 365 CRM and Power Platform tools.

Scope of Work
Part 1: Microsoft Dynamics 365 CRM Setup
Lead & RFQ tracking with email capture (Outlook/Gmail)
Custom sales pipeline stages and automation
Interactive dashboards for sales metrics
Light integration with Business Central and QuickBooks Online
Role-based access for Sales, Estimators, and Managers
Part 2: Internal Ticketing Workflow
Estimator request submission via Teams or browser
Automated approval routing using Power Automate
Notifications, reminders, and status tracking
KPI dashboard for bottlenecks and workload
Full integration within Microsoft Teams
Execution Phases
Discovery & Access Setup
CRM Configuration
Business Central + QuickBooks Sync
Estimator Ticketing System Build
Training & Documentation
Go-Live & 7-Day Support
Estimated Timeline: ~2.5 to 3 weeks
Budget: $1,000 USD MAX
Tools: Microsoft 365 ecosystem (Dynamics, Power Automate, Teams, Lists)

Payment Terms
40% upfront
20% after CRM setup
30% after ticketing system delivery
10% after training & handover