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D365 CRM Workflow Package
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D365 CRM Workflow Package
D365 CRM Workflow Package – Lead assignment, automation, notifications
Supercharge your sales and service teams by automating repetitive tasks. This package streamlines lead management, follow-ups, and customer journeys within the Microsoft Dynamics 365 environment.
Project Info:
Clients
Confidential
Budget
5000 USD
Location
Netherlands
Sector
Insurance
Technical Details:
Leveraged Power Automate (Flow) and C# custom plugins to extend standard CRM capabilities. Includes complex logic for automated record creation, multi-stage approval workflows, and data validation.
Project Overview :
2020 – 2021
Technologies Used
- Web
- AI
- NodeJs
2021 – 2022
Technologies Used
- Web
- AI
- NodeJs
2022 – 2023
Technologies Used
- Web
- AI
- NodeJs