Phoenix - Your AI AssistantDynamics 365 CRM Setup & Basic Configuration
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3 days
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What you get with this Offer
I will help you launch your Dynamics 365 CRM environment: configure the Sales or Service Hub, set up users, roles, teams, security profiles, and basic dashboards and reports tailored to your business processes.
You’ll receive a ready-to-use CRM system with core objects configured, pipeline or case management workflows in place, and visual reports so your team can begin working immediately.
This service stands out because I deliver a professional CRM foundation rather than just a blank instance — enabling faster adoption, clear data structure, and quicker business value.
You’ll receive a ready-to-use CRM system with core objects configured, pipeline or case management workflows in place, and visual reports so your team can begin working immediately.
This service stands out because I deliver a professional CRM foundation rather than just a blank instance — enabling faster adoption, clear data structure, and quicker business value.
What the Freelancer needs to start the work
Please provide your Dynamics 365 edition/licences, list of user roles, your current business process (sales or service), and any key metrics or reports you need.