Configuration of CRM Dynamics 365
Project Title:
Configuration of CRM Dynamics 365
Project Description:
We are looking for a specialist to configure CRM Microsoft Dynamics 365 according to the needs of the distribution company.
What needs to be done:
- analyze our sales business processes;
- configure CRM Dynamics 365 for the team's work;
- structure clients, deals, tasks, communications;
- set up sales funnels, statuses, work stages;
- configure basic reporting and control of managers' work;
- if necessary — assist with integrations and process automation.
Our Business:
Distribution of goods in the B2B segment. It is necessary for the CRM to be convenient for the daily work of the sales team and management.
Expectations from the Performer:
- practical experience with Microsoft Dynamics 365;
- experience in implementing or configuring CRM for sales;
- ability to understand business logic and propose optimal solutions;
- good communication and ability to explain in simple terms.
Will be an advantage:
- experience in distribution, wholesale sales, or B2B;
- experience in integration with accounting systems, Excel, Power BI, or other services;
- understanding of management reporting.
Collaboration Format:
Initially, we want to start with discussing tasks, auditing the current state, and forming a configuration plan. Then — phased implementation.
In your response, please indicate:
- your experience with Dynamics 365;
- examples of similar projects;
- estimated approach to work;
- cost and timelines.
We are ready to consider both one-time configuration and further support.
-
5 days189 USD
713 5 days189 USD
Hello, Ruslan!
I have reviewed your request. I want to emphasize right away that I do NOT work with Microsoft Dynamics 365. My specialization is designing management systems for B2B distribution based on OneBox OS.
I decided to write because Dynamics 365 is a complex ecosystem that requires large budgets for support. I offer an alternative: a ready-made B2B configuration that we will adapt to your logic.
What is included in the basic framework of the solution:
B2B sales chain: from the first inquiry and commercial proposal to payment control and shipment.
… Team performance control: the system records the activity of managers, highlights overdue tasks, and clients with whom there has been no contact for a long time.
Reporting: OneBox has standard management reports. The system also provides the ability to export any data to Excel for your further analysis. This allows you to build reports tailored to your needs, which often change during the work process.
Communications: structuring the client database, call history, and correspondence in one card.
An important point regarding development:
The business processes of the distributor often require specific settings or integrations with other software. For such tasks, I involve developers from my team.
Unique technical tasks are paid separately as needed (package starting from 10 hours — $360).
This allows us to address issues that cannot be anticipated at the start but will definitely arise during implementation.
How we start:
BETA prototype ($167): Within 5 working days, I will deploy your distribution model in a test environment. You will see the real logic of the system's operation even before we begin large-scale implementation. This will help both of us understand the actual scope of work.
Core Deployment (MVP) — $2900: Full system setup (approximately 10 weeks).
You can review the logic of my solution here: CRM for B2B projects https://icoloronebox.org.ua/product/crm-dlia-b2b-proiektiv/
Ruslan, if you need not a "brand" but a working tool for daily sales control — I suggest we discuss your tasks.
Best regards.
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