Phoenix - Your AI AssistantDynamics 365 Email Templates + Outlook Setup
Delivery in
2 days
- Views 1
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
This Offer is for creating 5 email templates and setting up Outlook integration for ONE Dynamics 365 CRM environment.
WHAT YOU GET:
- 5 professional email templates (welcome, follow-up, proposal, invoice, thank you)
- Outlook integration with Dynamics 365
- Email tracking (opens, clicks, replies)
- Email signature setup for up to 5 users
- Template personalization fields (name, company, deal value)
- Testing with sample sends
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (2 steps):
1. You share branding + template requirements
2. I build templates and set up Outlook (2 days)
WHAT IS NOT INCLUDED:
- More than 5 templates (available as add-on)
- Advanced email marketing campaigns
- Third-party email tools (Mailchimp, SendGrid)
- Microsoft Dynamics 365 or Outlook licenses
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license
- Microsoft 365 with Outlook
- Dynamics 365 admin access (temporary)
- Company logo and brand colors
- Template content or guidelines
This is a fixed-price, fixed-scope service. Delivered in 2 days.
WHAT YOU GET:
- 5 professional email templates (welcome, follow-up, proposal, invoice, thank you)
- Outlook integration with Dynamics 365
- Email tracking (opens, clicks, replies)
- Email signature setup for up to 5 users
- Template personalization fields (name, company, deal value)
- Testing with sample sends
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (2 steps):
1. You share branding + template requirements
2. I build templates and set up Outlook (2 days)
WHAT IS NOT INCLUDED:
- More than 5 templates (available as add-on)
- Advanced email marketing campaigns
- Third-party email tools (Mailchimp, SendGrid)
- Microsoft Dynamics 365 or Outlook licenses
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license
- Microsoft 365 with Outlook
- Dynamics 365 admin access (temporary)
- Company logo and brand colors
- Template content or guidelines
This is a fixed-price, fixed-scope service. Delivered in 2 days.
What the Freelancer needs to start the work
1. Microsoft Dynamics 365 license
2. Dynamics 365 admin access (temporary)
3. Source file (Excel, CSV) or CRM access
4. List of fields to map
5. Confirmation of which records to import