Phoenix - Your AI AssistantDynamics 365 Sales Pipeline & Opportunity Management Setup
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4 days
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What you get with this Offer
I will configure a complete Dynamics 365 Sales pipeline tailored to your sales process — covering opportunity stages, probability mappings, custom fields for qualification criteria, Business Process Flow (BPF) guiding reps through each stage, and views and charts giving managers real-time pipeline visibility. A CRM pipeline that reflects how your team actually sells drives adoption, forecast accuracy, and deal velocity simultaneously.
The setup includes lead qualification configuration, opportunity-to-quote connection if applicable, custom dashboards for sales reps and sales managers, and basic workflow automation for stage-change notifications and task creation. All configuration is packaged in a solution for clean environment promotion.
This service is designed for sales teams adopting Dynamics 365 Sales for the first time or restructuring an inherited pipeline that no longer reflects the business. You'll end with a system your reps use willingly because it works the way they work.
The setup includes lead qualification configuration, opportunity-to-quote connection if applicable, custom dashboards for sales reps and sales managers, and basic workflow automation for stage-change notifications and task creation. All configuration is packaged in a solution for clean environment promotion.
This service is designed for sales teams adopting Dynamics 365 Sales for the first time or restructuring an inherited pipeline that no longer reflects the business. You'll end with a system your reps use willingly because it works the way they work.
What the Freelancer needs to start the work
Please share your sales stages and qualification criteria, team size and rep names, any existing pipeline documentation or stage definitions, and System Administrator access to your Dynamics 365 Sales environment or sandbox.