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Dynamics 365 Specialist Needed - Systems Integration & Workflow Optimization
- Requirement ID -120047
Our CRM, sales, finance, and inventory systems are not connected. We want to use Dynamics 365 to bring everything together, and we need an expert to set it up properly. Goals: - Store all customer and sales data in one place (Dynamics 365 Sales) - Connect finance, invoicing, and reporting (Business Central) - Automate workflows and reduce manual work - Integrate with tools we already use (HubSpot, Teams, SharePoint, Shopify) - Build clear dashboards and KPIs First task: audit our current system and suggest how to integrate Dynamics 365 Sales. If all goes well, we’re open to long-term collaboration.
- Company Origin - US
- Company Service Sector – Tech & IT
- Using BC - Cloud
- Implementation Status – New Implementation
- Work Preference – Project Basis
Want to analyze this requirement and collaborate? Let’s work together to deliver the best solution! Please submit the details here: https://bizcentralorbit.com/bc-consultants/
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