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I will be your dynamics 365 CRM solution architect for project planning or consultation
Raju M
About this gig
Are you planning a Dynamics 365 CRM implementation or struggling with your current setup?
As a Dynamics 365 CRM Solution Architect with 10+ years of experience, I help businesses design scalable, effective CRM systems tailored to their goals.
In this gig, I offer expert consulting on:
- ️ Module selection (Sales, Customer Service, Field Service)
- ️ Data model & security roles
- ️ Integration planning (QuickBooks, SharePoint, Power BI)
- ️ Power Automate workflows & business processes
- ️ Licensing and environment strategy
Youll receive a 1-on-1 Zoom/Teams session (30 or 60 mins) and a clear action plan or documentation (based on your package).
Perfect for startups, growing businesses, or enterprise clients who want to get it right the first time.
Lets architect your CRM success efficiently and strategically.
Note :
Please enter raj81268 at the rate google mail dot com if its asking for email while placing order.
Get to know Raju M
Raju M
- FromIndia
- Member sinceJul 2022
- Avg. response time1 hour
Languages
English, Hindi
🔧 Dynamics 365 CRM Expert | 10+ yrs | Power Automate | QBO Integration
I craft scalable CRM solutions across Sales, Service & Field Service. From automating workflows to building custom plugins, Canvas Apps, and QuickBooks integrations — I deliver systems that work. Trusted by global clients in retail, logistics, and healthcare. Let’s make your CRM smarter, faster, and future-ready.
FAQ
What do I need to provide before our session?
A brief summary of your current CRM setup (if any), your business process goals, and any specific challenges or requirements you want to discuss.
Do you provide implementation or development services too?
Yes, after the consultation, if you'd like to proceed, I can offer full implementation or integration services as a separate custom offer.
Is this gig suitable if I'm just starting with Dynamics 365?
Absolutely. I specialize in helping businesses at any stage — from initial planning to full implementation or optimization of existing systems.
Do you help with QuickBooks or other integrations?
Yes, I can advise on integrating QuickBooks, SharePoint, Power BI, or other tools with Dynamics 365 CRM — including using Power Automate or custom connectors.
Can you help me choose the right licenses?
Yes, I can guide you on the best licensing options based on your team size, modules needed, and budget — avoiding unnecessary costs.
Will I get documentation or summary after the session?
Yes, Standard and Premium packages include a PDF summary or architecture plan, and I can also share call recordings if needed.
