Dynamics 365 Deployment and Configuration
Worldwide
I need Dynamics 365 deployed in my existing Microsoft 365 tenant and configured so it works seamlessly with the rest of our stack. Phase 1 – Core deployment and data migration: Install and license Dynamics 365, ensuring Copilot is available. Import every ACT! contact into Dynamics of about 1000 contacts, merge duplicates, and preserve history. Customize fields for mapping. Turn on native SharePoint integration and connect Microsoft Teams for effortless file-sharing and meeting scheduling. Add Outlook tracking so every email shows in the timeline. Phase 2 – Eliminate double entry: Build a client “fact-find” form that feeds data dirctly into the contact and related tables. Intergrate co-pilot for agent building and templating
- More than 30 hrs/weekHourly
- 1-3 monthsDuration
- ExpertExperience Level
$40.00
-
$85.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:10 to 15
- Last viewed by client:last week
- Hires:1
- Interviewing:0
- Invites sent:1
- Unanswered invites:0
About the client
- AUSChatswood5:58 PM
- $272 total spent1 hire, 1 active
- 8 hours
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