Phoenix - Your AI AssistantDynamics 365 Power Automate - 3 Custom Workflows
Delivery in
3 days
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What you get with this Offer
This Offer is for building 3 custom Power Automate workflows for ONE Dynamics 365 CRM environment.
WHAT YOU GET:
- 3 Power Automate workflows designed for your CRM
- Examples: auto lead assignment, email notifications, approval flows, follow-up reminders, data sync between records
- Integration with Dynamics 365 Sales and Customer Service modules
- Outlook and Microsoft Teams notifications built in
- Error handling and retry logic
- Testing with sample data
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (3 steps):
1. You describe the 3 workflows you need
2. I build, test, and deploy them (Day 1-2)
3. I hand over with video + documentation (Day 3)
WHAT IS NOT INCLUDED:
- More than 3 workflows (available as add-on)
- Custom plugin or C# development
- Power Apps canvas app development
- Third-party API integrations beyond Microsoft 365
- Microsoft Dynamics 365 or Power Automate licenses
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license (Sales or Customer Service)
- Power Automate access (included in most M365 plans)
- Dynamics 365 admin access (temporary)
- Description of 3 workflows you need
- Sample data for testing
This is a fixed-price, fixed-scope service. Delivered in 3 days.
WHAT YOU GET:
- 3 Power Automate workflows designed for your CRM
- Examples: auto lead assignment, email notifications, approval flows, follow-up reminders, data sync between records
- Integration with Dynamics 365 Sales and Customer Service modules
- Outlook and Microsoft Teams notifications built in
- Error handling and retry logic
- Testing with sample data
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (3 steps):
1. You describe the 3 workflows you need
2. I build, test, and deploy them (Day 1-2)
3. I hand over with video + documentation (Day 3)
WHAT IS NOT INCLUDED:
- More than 3 workflows (available as add-on)
- Custom plugin or C# development
- Power Apps canvas app development
- Third-party API integrations beyond Microsoft 365
- Microsoft Dynamics 365 or Power Automate licenses
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license (Sales or Customer Service)
- Power Automate access (included in most M365 plans)
- Dynamics 365 admin access (temporary)
- Description of 3 workflows you need
- Sample data for testing
This is a fixed-price, fixed-scope service. Delivered in 3 days.
What the Freelancer needs to start the work
1. Microsoft Dynamics 365 license (Sales or Customer Service)
2. Power Automate access
3. Dynamics 365 admin access (temporary)
4. Description of 3 workflows you need
5. Sample data for testing