I will configure microsoft dynamics 365 sales for your team
CRM Setup
Informazioni su questo servizio
Get Dynamics 365 Sales configured in a way your team can actually use. I will tailor your environment to your sales process without overcomplicating it.
What is included:
- Leads, accounts, contacts and opportunities setup
- Custom fields, forms and views
- Business process flows
- Security roles and teams
- Power Automate flows for common tasks
- Outlook and Teams connection guidance
- Sales dashboards
- Handover notes
Why clients choose me: practical Microsoft experience, plain-English advice and tidy documentation. I keep setups simple so adoption is easier and training stays short.
Suited to small and mid-sized organisations using Microsoft 365. Please share your licence type, process and user count when ordering. Custom code, plug-ins and large migrations require a custom quote.
Software:
Microsoft Dynamics
Settore:
Servizi aziendali e consulenza
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Software

