Dynamics 365 Sales Setup & Customization
Budget: $1,500 – $3,000 AUD
I already have a fresh Dynamics 365 Sales environment and now need it tailored to match our internal processes. The focus is purely on customization and initial configuration—no legacy data migration is required.
Deliverables
• Custom entities with all necessary fields and relationships
• Automated workflows that reflect our sales stages, approvals, and notifications
• Interactive reports and dashboards that surface real-time pipeline and activity insights
Everything must be packaged as a managed solution, follow Microsoft best practices, and come with brief documentation plus a quick knowledge-transfer call so my in-house admin can maintain it. If you’re comfortable working across Dynamics 365 Sales, Power Platform, Power Automate, and Power BI, let’s discuss your approach and timeline.
Deliverables
• Custom entities with all necessary fields and relationships
• Automated workflows that reflect our sales stages, approvals, and notifications
• Interactive reports and dashboards that surface real-time pipeline and activity insights
Everything must be packaged as a managed solution, follow Microsoft best practices, and come with brief documentation plus a quick knowledge-transfer call so my in-house admin can maintain it. If you’re comfortable working across Dynamics 365 Sales, Power Platform, Power Automate, and Power BI, let’s discuss your approach and timeline.
Related categories:
CRM
Agile Development
Documentation
Sales Management
Power BI
Data Modeling
Power Automate
Change Management