Dynamics 365 Technical Consultant

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I want an experienced Dynamics 365 professional who can jump in quickly, assess where I am, and guide the platform to a cleaner, faster, better-aligned state. At this point the exact module mix (Sales, Customer Service, Finance & Operations, or a blend) is still open; the first task will be a brief discovery session so you understand the processes and pain points.

Once we agree on priorities, you will carry out the hands-on technical work—whether that means configuring entities and workflows, streamlining performance bottlenecks, building Power BI dashboards, integrating external data through the Dataverse/API layer, or setting up automated routines with Power Automate. Clear documentation and a short knowledge-transfer session at the end of each milestone are essential so my in-house team can take over day-to-day administration.

Deliverables
• Discovery findings & implementation roadmap
• Configured/customised Dynamics 365 environment (with solution files)
• Integration or automation scripts as applicable
• User-ready documentation and quick-reference guide

Success will be measured by a smoothly running instance, faster task completion for end users, and clean hand-off documentation. If that sounds like your wheelhouse, let’s schedule a short call to confirm scope and timeline.
project management microsoft access business analysis sap database programming api power bi power automate
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