Dynamics 365 Sales, marketing and service Customization
Publicada el 2026-07-23
Descripción de la oferta
I’m rolling out the Sales module in Dynamics 365 CRM and need a specialist who can tailor it to fit our exact process. The core of the job is to configure and refine lead management, opportunity tracking, and sales forecasting so they flow naturally from one stage to the next. Beyond the out-of-the-box setup, I also require bespoke workflows that automate repetitive steps and enforce our internal approval logic. Here’s how I picture success: leads captured through the standard forms are automatically qualified, routed, and scored; opportunities inherit the right data and trigger alerts at key milestones; and the forecasting view gives management a live, reliable pipeline without manual spreadsheets. Your work should feel native to D365—clean, maintainable, and upgrade-proof. If you have a proven track record building custom workflows in Power Automate or classic workflows, know your way around security roles, fields, and business process flows, and can test each change thoroughly before go-live, I’d love to collaborate.
Skills
Fuente original: freelancer