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I will configure and customize your on premises or cloud dynamics CRM environment
Tailored Dynamics 365 CRM Solutions Built to Fit, Built to Scale
A passionate and professional Senior Dynamics CRM Administrator with 5+ years experience. My experience includes Dynamics CRM On-Premise Deployment and Configuration, Dynamics CRM Online, SharePoint I...
About this Gig
Hello World!
I'm David, I have 7+ years working with Dynamics CRM I have held positions of Dynamics Developer and Sr. Dynamics CRM Admin and successfully helped to transform CRM environments to help meet business requirements. I have a deep understanding of Dynamics CRM and Enjoy what i do...
Services I Offer:
- Business Rules Automate logic and enforce data consistency without custom code
- Workflows & Power Automate Flows Streamline business processes and eliminate manual tasks
- Forms & Views Design user-friendly layouts for efficient data entry and visibility
- Model-Driven Apps Build tailored apps for specific teams, roles, or business functions
- Dashboards Visualize real-time data with interactive charts and KPIs
- Custom Entities & Tables Extend CRM with data structures that match your operations
- Security Roles & Permissions Manage access control across users and teams
- JavaScript Customizations Add dynamic client-side logic to enhance usability
- Custom Workflow Activities Extend built-in workflows for complex automation
Software:
Microsoft Dynamics
FAQ
Do I need to know exactly what I want before ordering?
Not at all! That’s what the consultation is for. I’ll help you define your needs and recommend the best solution.
What’s included in the consultation package?
A 30–60 minute strategy session to assess your needs, identify issues or opportunities, and outline a clear roadmap forward.
Will you provide documentation or training?
Yes, I offer optional user documentation and live walkthrough sessions upon request.
What if I’m not satisfied with the work?
Your satisfaction is my top priority. I offer revisions and clear communication throughout to make sure you're happy with the final result.
I don’t have technical knowledge. Will you explain things clearly?
Definitely. I pride myself on breaking down complex CRM concepts into clear, actionable advice—no jargon, just solutions.
Reviews
1 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
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S shaunshep26
United States
David did an excellent job creating custom case forms and workflows for our organization. He understood our requirements quickly and implemented solutions that improved how we manage and process cases. Communication was clear throughout the project, and he was responsive whenever we had questions or...
Up to $50
Price
7 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S shaunshep26
United States
David did an excellent job creating custom case forms and workflows for our organization. He understood our requirements quickly and implemented solutions that improved how we manage and process cases. Communication was clear throughout the project, and he was responsive whenever we had questions or...
Up to $50
Price
7 days
Duration
Helpful?
