Phoenix - Your AI AssistantDynamics 365 Workflow Automation & Process Flows
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4 days
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What you get with this Offer
I will design and implement automation flows within Dynamics 365: for example lead assignment, opportunity stage transitions, case escalation, renewal reminders, and integration triggers using Power Platform or native workflows.
You’ll receive documented automation flows, configured and tested in sandbox then deployed to production, and guidance on how your team can maintain or extend them in the future.
This service helps you eliminate repetitive manual tasks, reduce errors, increase efficiency and ensure consistent application of your business logic — giving you a smarter, scalable CRM system.
You’ll receive documented automation flows, configured and tested in sandbox then deployed to production, and guidance on how your team can maintain or extend them in the future.
This service helps you eliminate repetitive manual tasks, reduce errors, increase efficiency and ensure consistent application of your business logic — giving you a smarter, scalable CRM system.
What the Freelancer needs to start the work
Please provide your current manual process descriptions, which triggers you’d like, preferred automation platform (Dynamics native or Power Automate), and sandbox access or dev environment details.