Phoenix - Your AI AssistantFull Dynamics 365 CRM Implementation—Sales or Service Workstream
Delivery in
5 days
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What you get with this Offer
I will deliver a complete, end-to-end Microsoft Dynamics 365 implementation for your chosen workstream — Sales Hub or Customer Service Hub — covering requirements gathering, environment provisioning, full module configuration, data migration (up to 10,000 records), Power Automate workflow automation (up to 5 flows), user security roles, dashboards and reporting, and a structured go-live with post-launch hypercare support. This is a professionally managed delivery, not a template deployment — every element is configured to your specific business process.
The engagement follows Microsoft's Success by Design framework principles and includes a solution document capturing all configuration decisions, end-user quick reference guides, a recorded walkthrough of the configured system, and a 7-day hypercare window post go-live. All customisations are built inside a managed solution for clean lifecycle management across DEV, UAT, and PROD environments.
This service is designed for SMEs and growing businesses committing to the Microsoft ecosystem who want their Dynamics 365 implementation delivered by an experienced consultant — not pieced together through YouTube tutorials and trial and error. A scoping call is included before any work begins.
The engagement follows Microsoft's Success by Design framework principles and includes a solution document capturing all configuration decisions, end-user quick reference guides, a recorded walkthrough of the configured system, and a 7-day hypercare window post go-live. All customisations are built inside a managed solution for clean lifecycle management across DEV, UAT, and PROD environments.
This service is designed for SMEs and growing businesses committing to the Microsoft ecosystem who want their Dynamics 365 implementation delivered by an experienced consultant — not pieced together through YouTube tutorials and trial and error. A scoping call is included before any work begins.
What the Freelancer needs to start the work
Please share your business overview, the Dynamics 365 workstream in scope (Sales or Customer Service), team size and structure, existing tools and data to migrate, your Microsoft 365 tenant details, and target go-live timeframe. A discovery call is the first scheduled step to confirm scope and approach before build begins.