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I will setup dynamics 365 CRM, migrate data, power automate and copilot ai workflows
Liam Prescott
About this gig
DYNAMICS 365 CRM SETUP, DATA MIGRATION, POWER AUTOMATE & COPILOT AI
Hello business owners,
Are you looking to set up Microsoft Dynamics 365 CRM, migrate your existing customer data, and automate repetitive business processes?
I can help you configure and organize your Dynamics 365 CRM while moving your existing accounts, contacts, opportunities, and related business data into the system.
I can also build Power Automate workflows, configure CRM automation, and help implement Copilot AI capabilities based on your requirements.
WHAT I CAN HELP WITH
- Dynamics 365 CRM setup
- CRM configuration and customization
- Accounts and contacts import
- Opportunity migration
- CRM data migration
- Data mapping and cleanup
- Power Automate workflows
- Business process automation
- Power Apps integration
- Copilot AI configuration
- Dataverse-related configuration
- Contact migration
- CRM testing and optimization
Whether you're moving from another CRM, starting a new Dynamics 365 environment, or improving your existing CRM, I can help create a more organized and automated system.
Contact me to discuss your requirements and place your order now.
Get to know Liam Prescott
Liam Prescott
email marketing
- FromUnited Kingdom
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English
Hi, I’m Liam Prescott, a freelancer focused on CRM integrations, business automation, data migration, and workflow setup. I help businesses connect platforms such as Salesforce, Dynamics 365, SugarCRM, SAP, Oracle, Zapier, and other business tools through APIs, webhooks, and custom connectors. I can help solve disconnected systems, repetitive manual tasks, messy data, and inefficient workflows by creating practical solutions that make your processes easier to manage. My goal is to understand how your business works and build a setup that fits your needs. Contact me to get started
Other Software Development Services I Offer
FAQ
Can you set up Dynamics 365 CRM from scratch?
Yes. I can configure your Dynamics 365 CRM environment based on your business requirements, including relevant CRM records, fields, processes, and basic configuration.
Can you migrate my existing CRM data?
Yes. I can help migrate supported CRM data such as accounts, contacts, opportunities, and other agreed records after reviewing the source data and destination structure.
Can you import accounts and contacts?
Yes. I can prepare, map, and import account and contact data into Dynamics 365, subject to the structure and quality of your source data.
Can you build Power Automate workflows?
Yes. I can create Power Automate workflows for supported business processes, notifications, record updates, approvals, and other automation requirements.
Can you configure Copilot AI?
Yes. I can help configure supported Microsoft Copilot capabilities based on your Dynamics 365 and Power Platform environment and your specific requirements.
Can you clean my CRM data before migration?
Yes. I can help identify formatting problems, duplicates, missing fields, and mapping issues before importing the data.
Can you migrate thousands of records?
Yes, depending on the source, data structure, available APIs/tools, and migration requirements. Large or complex migrations should be discussed before ordering.
Can you integrate Dynamics 365 with other applications?
Yes. Depending on the platform, I can use Power Automate, APIs, connectors, or other supported integration methods.
Do you provide custom Dynamics 365 development?
Yes, for suitable projects. Custom development, advanced integrations, multiple environments, and complex enterprise requirements may require a custom offer.
