Phoenix - Your AI AssistantDynamics 365 CRM Setup —Entities, Fields & Business Rules Config
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What you get with this Offer
I will configure the foundational layer of your Dynamics 365 CRM — including up to 3 custom entities or table extensions, up to 25 custom fields with appropriate data types, form layouts, views, and business rules that enforce data quality and guide user behaviour without requiring code. A well-structured Dynamics environment that mirrors your actual business process is the difference between a CRM your team trusts and one they work around.
Each entity and field is configured with the correct schema name, display format, and security profile. Business rules are built using the no-code rule builder, covering field requirements, visibility logic, and default value population based on conditions. All changes are solution-packaged for clean deployment across environments.
This service suits businesses new to Dynamics 365 who need their CRM shaped around their process, or existing customers extending their org to support a new business unit, product line, or operational workflow.
Each entity and field is configured with the correct schema name, display format, and security profile. Business rules are built using the no-code rule builder, covering field requirements, visibility logic, and default value population based on conditions. All changes are solution-packaged for clean deployment across environments.
This service suits businesses new to Dynamics 365 who need their CRM shaped around their process, or existing customers extending their org to support a new business unit, product line, or operational workflow.
What the Freelancer needs to start the work
Please describe the entities and fields you need (what data they capture, how they relate to existing tables), share any process documentation or field lists, and provide System Administrator access to your Dynamics 365 development or sandbox environment.