Dynamics 365 Customization

We are currently using a scaled back, model driven Dynamics 365 application (rapidstart CRM) provided byforceworks and we would like to migrate to a full D365 instance. The project scope/requirements are:

Required objectives
- Migrate existing data and entity customizations (field names, business processes, etc) and map them to appropriate standard fields in a full Dynamics 365 for sales instance
- Set up branching business process flows for conventional vs disaster mitigation Opportunities
- Configure Teams/outlook integrations
- Configure one document template for our proposals

Potential Addtl objectives:
- Set up and Implement Dynamics 365 for project service automation for our disaster mitigation/insurance department and link it back to the sales entities where needed.

Reports of our existing environment will be provided.
About the recuiter
Member since Mar 14, 2020
Samsung Service
from Parnu, Estonia

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