I will do microsoft dynamics 365 crm setup customization automation

Jess

United Kingdom

I speak English, French, Spanish, German

CRM Growth Specialist, Turn Leads Into Paying Clients

I’m a CRM expert focused on helping businesses turn leads into paying clients and keep them coming back. I work with CRM platforms to build systems that capture leads, automate follow-ups, and stream...
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About this Gig

Is your Microsoft Dynamics 365 CRM messy, difficult to manage, or still leaving your team with too much manual work?


I can help you set up, customize, automate, integrate, or improve your Dynamics 365 CRM around your actual business process.


Services include:

  1. Dynamics 365 CRM setup & configuration
  2. Leads, contacts, accounts & opportunities
  3. Sales pipelines & Business Process Flows
  4. Custom tables, fields, forms & views
  5. Power Automate workflows & automation
  6. Dataverse configuration & data management
  7. User roles, permissions & security
  8. Outlook & Microsoft 365 integration
  9. Data import, migration, cleanup & duplicates
  10. Power BI reports & CRM dashboards
  11. API & third-party integrations
  12. Existing CRM troubleshooting & optimization


Whether you're starting from scratch or dealing with a CRM that isn't working properly, I'll help turn your requirements into a cleaner, more organized system.


Tell me what you need built, automated, integrated, or fixed, and let's get started.

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do microsoft dynamics 365 crm setup customization automation
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do microsoft dynamics 365 crm setup customization automation

Software:

Microsoft Dynamics

Industry:

Beauty & cosmetics

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Construction

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Real estate

My Portfolio

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