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Step 1: Dataverse Storage Clean-up run one-time bulk delete jobs to reduce the size of several log tables, especially the System Jobs, which are by far the largest. add scheduled bulk delete jobs to run every week. Step 2: Set up a “Dev” Sandbox Environment use a “Dev” sandbox environment for preparing changes for subsequent deployment to the Production environment. Under normal circumstances, both environments would be kept in step. Having used a tool to compare the solutions (which are used to move changes from one environment to another) against the Production and sandbox environments, the solution versions matched, up until March 2022, when a “Haulier App” solution was created in Production, but does not exist in the “Plan B Sandbox” environment. take a copy of the Production environment into a new “Dev” sandbox environment. Step 3: Re-implement the Order and Order Product tables The Order and Order Product tables are the only Dynamics 365 Sales provided tables that are currently being used in the system. remove them from use, by doing the following: 1) Creating custom-built versions of these tables, with the same fields and similar form and view layouts. 2) Update the other Dynamics components that are using the Order and Order Product tables, to use the new custom versions. This will require updating linked tables, Dynamics workflows, Power Automate flows, and perhaps some JavaScript code. 3) Prepare and test a data migration method for copying the existing Order and Order Product data ‘sideways’ into the new custom tables. There are currently 42,113 Order records and 44,411 Order Product records in the system. Fortunately, while this may look like a large number of records, they are ‘small’ tables (i.e. they do not have many data columns) and so we can copy the data with a script, rather than having to write a more complex code-based migration tool. Step 4: Provide a secure client portal, that uses the new custom tables Two options that we could take for moving to a secure client portal are outlined in the sub-sections below. Option A: Update the existing ‘portal’ Canvas App 1) Re-engineer the internals of the Canvas App to use the new tables. The Canvas App is mainly based around Loads and Load Work Orders, but those tables have links to the Order table (and perhaps the Order Product table), so the links will need to be replaced. 2) The current “double login” approach is very insecure. Sticking with a Canvas App, rather than moving to a web-based portal, the only viable alternative is to provide each external user with their own authenticated login, which will require them to have a Power Apps license. These can be assigned to Guest users within your Microsoft tenant. [Note: External people become a Guest user within your Microsoft tenant when something is shared with them, such as a SharePoint folder. They can also be sent a direct invite from Microsoft Entra ID.] 3) The ownership model and security roles will need to be updated to control what records external Guest users could see and update. The exact implementation approach will need to be discussed , but it will likely include moving to an ownership structure based around records being owned client-named Teams or Business Units. Essentially, the security controls within Dynamics will be used to control the access of external Guest users. Note: The above changes would be made to a new copy of the Canvas App. Option B: Replace the ‘portal’ Canvas App with a Power Pages Portal A Power Pages portal is the latest incarnation of what was originally a Dynamics CRM Portal. Power Pages allows you to quickly build secure, external-facing portal websites that connect directly to the data in your Dynamics Dataverse datastore. Power Pages portal users will login using their own normal Microsoft work account, via the Microsoft Entra B2B collaboration service, which will need to be configured within our Microsoft tenant. Each user’s B2B login will then be linked to their contact record within Dynamics via an invitation code. The invitation codes are generated within Dynamics and can then be provided to external users via a secure method . Within the Power Pages portal, Web Roles (effectively security roles within the portal) control what records each user can access, based on their relationship with their own contact record. For example, a Web Role can be configured to allow an external user to access their own contact record, its linked Account record, and hence the Order and Loads for that company. Step 5: Migrate data and onboard users to the new ‘portal’ The final stage in the Plan, will be to migrate the data and users to the new set-up. The cutover schedule will be agreed . It could involve getting external portal users to pre-login in advance, to confirm that they have access, before the data is then migrated over a weekend.
Mã dự án: 40338456
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183 freelancer chào giá trung bình £13.713 GBP cho công việc này

A Warm Hello! We are readily available to start working on this project! We understand that your goal is not just cleanup, but regaining control over your data model, improving system performance, and implementing a secure, scalable client portal. We can deliver this with a low-risk, phased approach and strong governance. Our Understanding Your project involves: - Reducing Dataverse storage footprint (System Jobs cleanup) - Establishing a proper Dev → Production ALM workflow - Replacing dependency on standard Order entities - Refactoring all dependent components (flows, relationships, scripts) - Building a secure external-facing portal - Migrating data and onboarding users with minimal disruption We’re confident in delivering a secure, scalable, and future-proof solution for your platform. Looking forward to collaborating with you. Best regards, Ana
£20.000 GBP trong 100 ngày
10,0
10,0

With over 10 years of experience in web and mobile development, specializing in client portal development and data migration, I understand the critical requirements you have outlined for your project. The need to clean up Dataverse storage, set up a "Dev" sandbox environment, re-implement Order and Order Product tables, and provide a secure client portal poses unique challenges that require a skilled developer like myself. My past projects in fintech and eCommerce sectors have equipped me with the knowledge and expertise to handle complex data migration tasks and create secure client portals that meet industry standards. I have successfully implemented similar solutions in the past, ensuring seamless transitions and efficient data management. I am confident that my skills in WordPress, PHP, blockchain technology, and DevOps practices align perfectly with your project needs. Let's collaborate to bring your vision to life and deliver a secure and user-friendly client portal solution. Feel free to reach out to me to discuss your project further and take the first step towards achieving your goals.
£16.000 GBP trong 75 ngày
9,1
9,1

I understand the importance of reliable data storage and smooth deployment processes. With my extensive experience in Mobile App Development, MySQL, and PHP, I confidently offer to streamline your client portal and handle the data migration with utmost care and professionalism. My expertise in MySQL makes me skilled at improving database performance. I can precisely execute the Dataverse Storage Clean-up job, shrinkaging log tables sizes through scheduled bulk delete jobs. Additionally, utilizing a Dev sandbox environment like what you need for deploying changes ensures we minimize disruptions to your production environment. Regarding the re-implementation of Order and Order Product tables, my proficiency in PHP allows me to create custom-built versions effortlessly. I'll handle corresponding updates of other Dynamics components while also ensuring seamless data migration without any hitches. Through script-based solutions, I'll promptly copy all 42,113 Order records and 44,411 Order Product records into the new custom tables.
£18.500 GBP trong 90 ngày
9,4
9,4

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, Mobile App Development, Cloud Computing, Microsoft Access, MySQL, App Design, Database Design, App Development, API Development, Data Management and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
£14.981 GBP trong 5 ngày
8,9
8,9

Hello, I have carefully reviewed your requirements for Dataverse cleanup, environment setup, Dynamics 365 customization, and secure client portal development. With 10+ years of experience in Microsoft Dynamics 365, Power Platform, and data migration, I can handle this end-to-end with a structured and risk-controlled approach. I will execute bulk data cleanup with scheduled jobs, set up a Dev sandbox aligned with Production, and re-engineer the Order & Order Product tables into custom entities, updating all dependencies (flows, workflows, integrations). Data migration will be handled via efficient scripted transfer with validation to ensure zero data loss. For the portal, I recommend Power Pages for a secure, scalable, and modern external access solution with Entra B2B authentication, role-based access, and seamless Dataverse integration. I will also manage user onboarding, access control, and final cutover planning to ensure a smooth transition. The solution will be well-documented, secure, and future-ready, with clear deployment and rollback strategies. I WILL PROVIDE 2 YEARS OF FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE, WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO DEPLOYMENT. I eagerly await your positive response. Thanks
£10.000 GBP trong 10 ngày
8,4
8,4

Hi, This is Elias from Miami. I checked your project description and understand you’re looking to clean up Dataverse storage, align environments with a proper Dev sandbox, re-implement Order structures using custom tables, and deliver a secure client portal with a clean migration and cutover. I’ve worked on similar Dynamics/Dataverse restructuring projects involving environment sync, custom entities, and portal transitions. My approach would be phased: start with storage cleanup + scheduled jobs, clone production into a clean Dev sandbox, rebuild Order tables with dependency mapping (flows, plugins, JS), run controlled data migration scripts, and then implement the portal (Canvas refactor or Power Pages) with proper security and staged user onboarding. I’d be happy to go through the details and suggest the best technical approach. I have a few questions to get a better understanding: Q1 – Do you already have a full dependency map of all workflows, flows, and scripts tied to Order tables? Q2 – Between Canvas App and Power Pages, do you have a preferred direction based on licensing or scalability? Q3 – For the cutover, is downtime acceptable or do we need a near zero-downtime migration strategy? Looking forward to hearing from you.
£15.000 GBP trong 7 ngày
8,3
8,3

Client Portal Development and Data Migration Hi I’ve reviewed your requirements and can help streamline and modernize your Dynamics 365 / Dataverse environment with a structured, low-risk approach. I have experience working with Dataverse optimization, environment management, and secure portal implementations, and I understand the importance of maintaining data integrity while improving performance and scalability. For your project, I will: • Perform Dataverse clean-up with bulk delete jobs and set up automated weekly maintenance • Set up a proper Dev sandbox environment aligned with Production for safe deployments • Rebuild Order & Order Product tables as scalable custom entities and update all dependencies (flows, workflows, scripts) • Execute a safe data migration strategy for existing records with validation • Implement a secure client portal (Canvas App improvement or Power Pages – recommended for better security & scalability) • Manage final data migration, user onboarding, and cutover with minimal downtime I focus on clean architecture, security best practices, and smooth transition without disrupting existing operations. I’m available to discuss the best portal approach (Canvas vs Power Pages) and start immediately. Best regards, Srishti
£10.000 GBP trong 45 ngày
8,1
8,1

I am a seasoned developer with extensive experience in Dynamics 365 and data migration projects. My expertise in managing Dataverse environments and transitioning Dynamics 365 components aligns well with your project requirements. I possess a strong background in setting up sandbox environments and have successfully executed multiple data migration projects, ensuring clean transitions and maintaining system integrity. In past projects, I have utilized Power Apps and Power Automate to customize Dynamics solutions, ensuring seamless integration and functionality across components. My proficiency with Power Pages and secure client portals will enable me to efficiently implement your desired portal updates, leveraging B2B collaboration services for user authentication and security. My approach is methodical and detail-oriented, focusing on reliability and streamlined execution to meet the project objectives. I am keen to discuss this project further and understand your specific requirements. Could you provide more details on your preferred timeline for completion? Looking forward to your response on how I can contribute further.
£15.000 GBP trong 60 ngày
8,0
8,0

Hello hope you are doing well I understand you need a multi-step plan to clean up Dataverse storage, create a Dev sandbox, re-implement Order and Order Product tables as custom entities, and provide a secure client portal. I will run bulk delete jobs to reduce log table sizes and schedule weekly clean-ups. I will copy Production to a new Dev sandbox, then create custom Order and Order Product tables, update linked workflows, Power Automate flows, and scripts for migrating 42k+ records efficiently. For the client portal, we can either re-engineer your Canvas App to use the new tables with secure guest logins, or build a Power Pages portal with B2B logins, invitation codes, and web role-based access for external users. Do you prefer sticking with the Canvas App approach or moving to a modern Power Pages portal for long term scalability? I keep communication clear and provide regular updates so you always know progress. After setup I will support migrating existing data and onboarding external users including pre verification and weekend cutover scheduling. Do you have a preferred timeline for testing and go live? Let us start a chat to discuss details. I am ready to start immediately and can deliver the Dev sandbox and custom tables setup within your timeline. Best Regards Hammad Hassan
£15.000 GBP trong 7 ngày
7,8
7,8

⭐⭐⭐⭐⭐ Efficient Dataverse Storage Clean-up and Client Portal Setup ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project details and see you're looking for a Dataverse Storage Clean-up and a secure client portal setup. Look no further; Zohaib is here to help you! My team has successfully completed 50+ projects similar to yours. I will efficiently run bulk delete jobs, create a new sandbox environment, and re-implement your Order tables while ensuring a secure client portal. ➡️ Why Me? I can easily handle your Dataverse clean-up and portal setup as I have 5 years of experience in database management, Dynamics 365, and Power Apps. My expertise includes data migration, environment setup, and security configurations. I also have a strong grip on related technologies, ensuring a smooth transition and effective solutions. ➡️ Let's have a quick chat to discuss your project in detail, and I can showcase samples of my previous work. Looking forward to chatting with you! ➡️ Skills & Experience: ✅ Database Management ✅ Dynamics 365 ✅ Power Apps ✅ Data Migration ✅ Environment Setup ✅ Security Configuration ✅ Bulk Deletion ✅ Custom Table Creation ✅ Workflow Updates ✅ JavaScript ✅ Power Automate ✅ Client Portal Development Waiting for your response! Best Regards, Zohaib
£12.000 GBP trong 2 ngày
7,8
7,8

HI! I am an expert web programmer. I have a lot of work experience in Laravel, Codeigniter, PHP, Wordpress, JavaScript, HTML, Vuejs, Reactjs, React Native, and MySQL. I can start right away. I want to discuss this project in detail. Please contact me to discuss more regarding this project. For more details Chat with me
£10.000 GBP trong 7 ngày
7,5
7,5

Hello, We've thoroughly reviewed your project details regarding the development of a Client Portal and data migration. This project aligns perfectly with our expertise, as we specialize in creating secure, scalable, and intelligent systems that enhance user experience and data integrity. Previously, we successfully executed a similar project involving Dynamics 365, where we developed custom tables and migrated large datasets while ensuring minimal disruption and maintaining data integrity. We understand the intricacies of setting up sandbox environments and ensuring parity with production environments. Drawing on our extensive experience in AI-driven product development, automation, and web platforms, we are well-equipped to streamline the migration process and enhance the client portal with secure, seamless access. Our proficiency in PHP, MySQL, API Development, and data management will ensure your project is delivered efficiently and effectively. With over 8 years of experience and a proven track record of top-rated results, we're confident in our ability to meet and exceed your expectations. We invite you to message us with more details, and we'll provide a comprehensive proposal within 24 hours. Looking forward to collaborating with you. Best regards, Puru Gupta
£20.000 GBP trong 50 ngày
7,1
7,1

Hello, I understand the project involves cleaning up your Dataverse storage by deleting large logs, setting up a new development sandbox environment to prepare changes, replacing existing Order tables with custom versions, and updating your client portal accordingly. The main goal is to ensure smooth data migration to new custom tables, secure access through either an updated Canvas App or a modern Power Pages portal, and proper user onboarding. My approach would be to start with the bulk delete jobs then configure the sandbox, carefully re-create and test the custom tables while updating dependent components like workflows and Power Automate flows. For the portal, I would help decide the best option between Canvas App updates or a Power Pages portal based on security and user experience needs. Finally, I would plan and execute the data migration and user onboarding with minimal disruption. Could you provide more detail on your current integrations related to the Order and Order Product tables? Do you have a preference between a Canvas App update versus a Power Pages portal for the client access? What security roles and ownership models are currently implemented for external user data access? How frequent and large are your current data loads and transactions for Orders and Order Products? What is your timeline expectation for completing the entire migration and portal transition? Could you provide more detail on your current integrations related to the Order and Order
£20.000 GBP trong 29 ngày
7,2
7,2

Hello, I hope you are doing well. I understand that you are looking to build a CLIENT PORTAL and I would be happy to help. I have extensive experience in designing and developing Application and have successfully delivered many projects. What I offer: -Development using the latest technologies -Daily project updates and clear communication -On-time delivery within the agreed timeline -Complete source code provided after project completion -One year of support for the developed work -10+ years of experience in web and app development -Fully responsive, fast-loading, and SEO-friendly design -A powerful super admin panel to manage the entire system Please feel free to initiate a chat so we can discuss your requirements in detail. Thank you and regards, Dheeraj K.
£10.000 GBP trong 45 ngày
7,3
7,3

As an experienced Full-Stack Developer with an array of technical skills relevant to your project, I'm confident that I can deliver the high-level solutions you need. With regards to Dataverse Storage Clean-up and the subsequent system design, I have a proven track record in optimizing database performance through scheduled bulk delete jobs - a necessary element given the size of the log tables in question. My past experience paralleling environments will ensure seamless integration between the Production and Sandbox environments. My project management approach is centered around comprehensive solutions and client satisfaction. Throughout your project, I'll ensure our solution fully aligns with your business requirements while also adhering to industry best practices in terms of performance, scalability, and security. You can count on me for timely delivery and continued communication throughout the engagement for the best possible outcome for your client portal development and data migration project. Let's create something great together!
£10.000 GBP trong 7 ngày
6,6
6,6

Hello, I understand you need a structured approach to cleaning up your Dataverse storage, setting up a new Dev sandbox, and re-implementing core tables with custom versions while ensuring smooth data migration. I can help execute these tasks with careful updates to Dynamics components and workflows for seamless integration. For the client portal, I can assist with either updating the existing Canvas App or building a secure Power Pages portal with Microsoft Entra B2B login, depending on your preference. I will also support data migration and user onboarding for a smooth transition into the new portal system. Thanks, Teo
£10.000 GBP trong 44 ngày
6,5
6,5

Hello! As per your project post, you’re looking to develop a secure client portal with Dataverse clean up, sandbox environment setup, Dynamics table reimplementation, and migration to a secure external access system using either Canvas App or Power Pages. The goal is to stabilize the Dynamics environment, improve data structure, and deliver a secure and scalable client portal with smooth migration and controlled external user access. My focus will be on delivering a structured Dynamics 365 and Power Platform solution featuring: Dataverse storage clean up with automated bulk delete jobs, creation of Dev sandbox and environment synchronization with Production, custom Order and Order Product tables with updated workflows and Power Automate integrations, secure client portal using Power Pages or reengineered Canvas App, Microsoft Entra B2B authentication with role based access control, and structured data migration with tested scripts and controlled cutover plan. I specialize in Microsoft Dynamics 365, Power Platform, Dataverse, Power Pages, and secure enterprise portal development with strong focus on data migration, environment governance, and automation workflows. Let’s connect to review the current Dynamics environment, preferred portal option between Canvas App and Power Pages, and migration timeline so we can finalize the implementation roadmap and testing approach. Best regards, Nikita Gupta.
£10.000 GBP trong 75 ngày
6,6
6,6

As a seasoned developer with MHTechFusion, I'm eager to tackle your client portal development and data migration project. Our team brings robust capabilities across full-stack development, cloud integration, and complex data management - making us a great fit for the job. We excel in designing sophisticated, streamlined systems like your Dyanmics 365 Sales solution. From environmment setup to efficient data migration and architecture re-implementation, we approach every task methodically and efficiently. Furthermore, our expertise with large-scale data handling will ensure the smooth transfer of your Order and Order Product tables onto new custom platforms. In terms of security, we understand the gravity of the task at hand. Whether you opt for Option A or Option B of moving to a secure client portal, we have the experience and technical know-how to create an iron-clad system that guarantees confidentially. Our cloud-excellence – encompassing Firebase, AWS et al- would be instrumental in creating the secure environments you demand. Lastly, choosing us means gaining a trusted partner committed to providing clean, scalable code that is fully documented for future reference. Additionally, we don’t just deliver; we ensure our systems are production-ready with thorough testing and optimization.
£20.000 GBP trong 60 ngày
6,5
6,5

At SoftwareLinkers, we have a proven track record of delivering high-quality, data-driven solutions for businesses just like yours. With my experience in PHP and MySQL backend development as well as RESTful API integration, I can confidently say that your project requirements can be fulfilled efficiently and securely. From bulk deletion jobs to data migration solutions, I'm well acquainted with your needs. What sets me apart as a strong candidate for your freelancer position is my appreciation for the long-term implications of the project. I understand the value of secure systems and how it directly impacts client relationships and confidentiality. Additionally, my proficiency in Cloud Computing will ensure a scalable and future-proof solution. Handling large-scale data migration like the one in this project will be facilitated by my skills in MySQL and API Development. Working with me means getting prompt responses, proactive problem-solving capabilities and a tech stack that provides you with efficiency, scalability, and long-term support. With a 96% job success rate and 100+ verified reviews with an average rating of 4.9★ on hand, I am confident that SoftwareLinkers is the right choice for transforming your client portal to the next level. Let's discuss further to see how we can bring your unique vision to life!
£14.000 GBP trong 60 ngày
6,5
6,5

Hello, I can help you execute this complete Dynamics 365 Dataverse optimization, migration, and secure portal implementation with a clean, low-risk approach. I have strong experience in Dataverse, Power Apps, Power Automate, and Power Pages, including data migration, environment setup, and external user security. I will deliver : Clean up System Jobs & log tables + weekly automation Set up Dev Sandbox from Production (fix solution mismatch) Rebuild Order & Order Product tables with seamless migration (42K+ records) Update all flows, relationships, and logic I can complete this efficiently with proper testing and a smooth go-live. Let’s discuss your preferred portal approach and timeline. Regards, Anju
£15.000 GBP trong 60 ngày
6,6
6,6

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