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Dynamics 365 Customization

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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 Nov 11, 2022
Rishab Kapoor
from Chiba, Japan

Skills & Expertise Required

Microsoft Dynamics 365

Open for hiringApply before - Nov 16, 2024

Work from Anywhere

40 hrs / week

Hourly Type

Remote Job

$19.10

Cost

Offer to work on this project closes in 86 days!
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