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I will set up an instance of dynamics 365 CRM and power platform
Zeeshan C
About this gig
I will set up and configure your Dynamics 365 CRM and Power Platform environment for seamless, scalable business operations.
Whether you're starting fresh or optimising an existing setup, I deliver a clean, structured, and fully functional CRM tailored to your workflows.
I can help you with:
- Environment creation & security roles
- Core module setup (Sales, Customer Service, Marketing)
- Custom tables, forms, views & fields
- Business rules, workflows & automation
- Power Automate flows
- Modeldriven apps & dashboards
- Integration with Outlook, SharePoint, Teams
- Data import, cleansing & migration
- Bestpractice architecture and documentation
Youll receive a fully configured system ready for your team to use, plus guidance to ensure longterm success.
Perfect for SMEs, startups, and organisations upgrading their digital operations.
Get to know Zeeshan C
Zeeshan C
Microsoft Certified D365 Solutions Architect
- FromUnited Kingdom
- Member sinceDec 2020
- Avg. response time1 hour
Languages
Urdu
I am a Microsoft Certified Dynamics 365 Solutions Architect with over a decade of experience helping businesses transform through AI and digital transformation. I specialize in designing solutions across Salesforce, Microsoft Dynamics 365, and Zoho CRM to boost sales and streamline operations. I am passionate about empowering organizations through automation and cloud infrastructure.
FAQ
What do you need to get started?
I’ll need access to your Dynamics 365 environment (or admin rights to create one), plus a brief overview of your business processes and required modules.
How many business processes / requirements are covered in the basic package?
Basic package is fast deliverable product. We try to keep the requirements down to 15-20 user stories as required for MVP (Minimum Viable Product). These can be delivered efficiently and accurately for your team to start using the system.
Can you customise fields, forms and workflows?
Yes. I can create custom tables, fields, forms, views, business rules, and automated workflows tailored to your operations. The number depends on the package selected.
Do you set up Power Automate flows?
Absolutely. I can build automated flows for approvals, notifications, data updates, integrations, and more.
Can you integrate Dynamics 365 with other tools?
Yes. I can connect Dynamics 365 with Outlook, SharePoint, Teams, and external apps via Power Automate or APIs.
Do you offer data migration?
Yes. we can import, clean, and map your data into Dynamics 365 to ensure a smooth transition. This is part of our premier package. We work with you to build a fully documented data strategy.
Will you provide training?
I provide clear documentation and optional training so your team can use the system confidently. Training is included with the Premier package.
Can you support ongoing improvements after setup?
Yes. we offer continuous optimisation, new feature rollout, and long‑term support as needed. This can be on adhoc basis or you can purchase one of our support packages. All of our packages include between 1 - 4 revisions after deployment to give you peace of mind.
