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Dynamics365 set up
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Basic Level
Type Fixed
Duration: Less than a month
Project Details
Deliverables:
1. Set up of Sales,
2. Business Central,
3. Project Operations or Project Service Automation
Looking for a freelancer with intimate knowledge of Dynamics 356 to configure the platform for a small business of 10 employees. Once the platform is configured, a longer term engagement is optional.
Project set up to include:
1. Requirements and design workshop
2. Solution design and review
Configuration of core entities including; Accounts, Expenses, GANTT, Contacts, Leads, Opportunities, Projects and Project Tasks
3. Creation of up to 6 Dynamics 365 standard dashboards
4. Set-up of standard Office 365 integrations (Outlook, SharePoint, Tasks, Todo and Teams)
5. Data import of records
6. Training & implementation