Dynamics 365 CRM Customization & Automation

Customer: AI | Published: 12.12.2025

Our Dynamics 365 Customer Engagement environment is ready for a deep-dive rebuild that touches every cornerstone of the platform—configuration, automation, and data handling. I need a seasoned technical consultant who can take full ownership of the solution design and delivery. Custom configuration is the first priority. Every major entity and field must align with our business language, and the related forms, views, and dashboards should feel intuitive to end-users. Business rules and JavaScript scripting will be required to keep data entry clean and guide users through required steps without cluttering the interface. Next comes automation. All core processes—lead and opportunity handling, customer service case flows, and marketing campaign triggers—must run seamlessly without manual intervention. Whether you choose classic D365 workflows, Power Automate, or a mix of plugin code, I’m interested in the most maintainable, future-proof approach. Data management rounds out the work. Expect to shape validation logic, cleanse existing records where needed, and ensure smooth migration of any new tables or attributes you introduce. Deliverables should include documented solution designs, the configured environment (managed solutions preferred), and a brief knowledge-transfer session so my internal team can support what you build. If you’re comfortable jumping into every layer of Dynamics 365 and delivering polished, reliable outcomes, I’d love to collaborate.