You will get Portal New Document Creation in CRM
Project details
Portal New Document creation
Step 1] Upload document in Share Point
Step 2] Create Document in CRM
Step 3] We are configuring Plugin for deployment record in that we are passing below text as secure configuration and that file contains Portal Document’s Id and naming depending on the deployment record selection, we are getting document from that list and associate to related records
Step 1] Upload document in Share Point
Step 2] Create Document in CRM
Step 3] We are configuring Plugin for deployment record in that we are passing below text as secure configuration and that file contains Portal Document’s Id and naming depending on the deployment record selection, we are getting document from that list and associate to related records
Data Entry Type
Document ConversionData Entry Tool
CRM Software, ERP SoftwareWhat's included $1,200
These options are included with the project scope.
$1,200
- Delivery Time 7 days
- Number of Revisions 1
- Number of Hours of Work 10
- Formatting & Clean Up
- Graph & Table Creation
About Devansh
Microsoft Dynamics 365 CRM Solution Architect | Power Platform & Azure
Ahmedabad, India - 1:34 am local time
I help businesses implement and optimize Microsoft Dynamics 365 CRM (Sales, Customer Service, CE) with Power Platform, Azure integrations, and AI (Copilot) to streamline operations, automate workflows, and improve customer experience.
💼 What I deliver:
✔ End-to-end Dynamics 365 CRM implementation & solution architecture
✔ Customization (plugins, workflows, business process flows)
✔ Power Apps (Canvas & Model-driven apps)
✔ Power Automate (advanced workflow automation)
✔ Azure integrations & third-party system integrations
✔ Data migration & system upgrades
✔ Power BI dashboards & reporting
⚙️ Tech Stack:
Dynamics 365 CRM | Power Platform | Dataverse | Azure | Copilot | C# | JavaScript | SQL Server
🎯 Why clients work with me:
✔ 8+ years experience in Dynamics & enterprise solutions
✔ Strong focus on scalable, clean, business-driven architecture
✔ Clear communication + long-term support mindset
🚀 Let’s build a CRM that actually drives your business.
Send me a message-happy to discuss your requirements.
Steps for completing your project
After purchasing the project, send requirements so Devansh can start the project.
Delivery time starts when Devansh receives requirements from you.
Devansh works on your project following the steps below.
Revisions may occur after the delivery date.
Client purchases the project and sends requirements.
Then we will discuss what the customization is possible.