Retail Dynamics 365 Live Demo
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted2 hours ago
I need a Microsoft Dynamics 365 Customer Insights & Sales specialist who can spin up an end-to-end retail demo right away. The storyline must cover every key journey in our brief—turning first-time online buyers into loyal repeat shoppers, re-engaging lapsed customers, and creating in-the-moment offers that blend in-store and online behaviour.
For data, please bring your own realistic mock POS and e-commerce feeds so we can show purchase history, loyalty status, and behavioural signals without touching my production systems. I want to see out-of-the-box capabilities first, but call out where light configuration or customisation adds value.
What the demo must show
• A 360° customer profile that merges POS tickets and web orders in real time
• Segmentation, behavioural analytics, and lifecycle scoring inside Customer Insights
• Automated customer journeys that push personalised emails, texts, or offers
• Seamless hand-off to Dynamics 365 Sales with orders, contacts, and activities synced
• Clear comparison of native features versus the tweaks you introduced
Deliverables & acceptance
1. Fully configured demo tenant populated with believable retail data sets
2. Live walkthrough that traces the complete customer journey from first purchase to repeat engagement, including loyalty triggers
3. One hand-off session (recorded) so my team can reproduce or extend the scenario on our own
If you already maintain a Customer Insights retail sandbox you will jump to the front of the queue—I’m aiming to run the demo within days, not weeks. Let me know your timeline, any prerequisites, and a brief on similar demos you have delivered.
For data, please bring your own realistic mock POS and e-commerce feeds so we can show purchase history, loyalty status, and behavioural signals without touching my production systems. I want to see out-of-the-box capabilities first, but call out where light configuration or customisation adds value.
What the demo must show
• A 360° customer profile that merges POS tickets and web orders in real time
• Segmentation, behavioural analytics, and lifecycle scoring inside Customer Insights
• Automated customer journeys that push personalised emails, texts, or offers
• Seamless hand-off to Dynamics 365 Sales with orders, contacts, and activities synced
• Clear comparison of native features versus the tweaks you introduced
Deliverables & acceptance
1. Fully configured demo tenant populated with believable retail data sets
2. Live walkthrough that traces the complete customer journey from first purchase to repeat engagement, including loyalty triggers
3. One hand-off session (recorded) so my team can reproduce or extend the scenario on our own
If you already maintain a Customer Insights retail sandbox you will jump to the front of the queue—I’m aiming to run the demo within days, not weeks. Let me know your timeline, any prerequisites, and a brief on similar demos you have delivered.
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