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We have Dynamics 365 Customer Engagement instance and need a developer who can step in to extend and streamline what we already have. You’ll be working on three main fronts: • Management – I’m specifically looking for help with data-centric administration. That includes migrating legacy records into CE, cleaning what’s already there, and wiring up ongoing data integrations so our information stays consistent. On the reporting side, I want polished, role-based dashboards that surface KPIs without the usual noise. • Modeling – Custom tables, relationships, forms, and views all need refinement. Expect to shape the underlying data model so future features can be added without re-work. If you’re comfortable with solution layering and ALM best practices, you’ll fit right in. • Power Automate integration – Several business processes still run manually. I need cloud flows that trigger from CE events, push data to other M365 services, and return meaningful responses back into the app. Resilience and clear error handling are essential. Deliverables I’ll be looking for: - A documented data migration package and repeatable cleanup scripts - Optimised dashboards and reports published to the correct security roles - Updated solution file with the new entities, forms, and views - At least three production-ready Power Automate flows with configuration notes If you’ve tackled similar Dynamics 365 CE projects—especially those heavy on data work and Power Automate—let’s talk timelines and the most efficient way to break this into milestones.
Project ID: 40380087
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Active 27 days ago
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35 freelancers are bidding on average £629 GBP for this job

Hi I’ve worked on Dynamics 365 Customer Engagement projects focused on data migration, model refinement, dashboards, and Power Automate, and I can help you so on. The biggest technical issue in work like this is usually not building new pieces, but preventing bad legacy data, weak relationships, and fragile flows from creating rework across the whole CE environment. I’d address that by treating migration, cleanup, and modeling as one connected solution: mapping legacy records carefully, standardising data before import, and tightening tables, relationships, forms, and views so future changes sit cleanly in the model. On the reporting side, I can build role-based dashboards that surface the right KPIs without clutter, while aligning visibility with CE security roles and business responsibilities. For Power Automate, I’d design cloud flows that trigger from CE events, integrate with M365 services, and write useful status or error responses back into the app so failures are visible and manageable. I’m comfortable with solution layering, managed and unmanaged solution strategy, and ALM practices that keep deployments controlled instead of risky. The end result would be a cleaner CE instance, repeatable migration and cleanup assets, stronger reporting, and production-ready automations that are easier to support long term. Thanks, Hercules
£750 GBP in 7 days
5.7
5.7

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully worked on Dynamics 365 CE projects focused on data migration, modeling, and Power Automate integrations that streamlined business processes and enhanced reporting. From my experience, the key to successfully completing this project is ensuring clean data migration and robust automation flows with clear error handling. Approach: ⭕ I will first analyze and plan a repeatable data migration and cleanup process. ⭕ Next, I will refine custom tables, relationships, and views following ALM best practices. ⭕ Then, I will build optimized role-based dashboards for relevant KPIs. ⭕ Finally, I will develop resilient Power Automate flows with detailed configuration and error management. ❓Could you share the current challenges in your data and reports? ❓Which M365 services are you integrating with Power Automate? ❓Do you have existing documentation or standards to follow? I am confident my expertise in Dynamics 365 CE data work and automation will deliver smooth, scalable enhancements for your instance. Best regards, Nam
£550 GBP in 5 days
5.2
5.2

Hello, With over 7 years of experience in Power Automate and Data Modeling, I have carefully reviewed the requirements for the Dynamics 365 CE Developer project. I am well-equipped to handle the tasks outlined in the project description. For the management aspect, I will assist in migrating legacy records into Dynamics 365 CE, cleaning existing data, and setting up data integrations for consistency. I will create polished, role-based dashboards to display KPIs effectively. In terms of modeling, I will refine custom tables, relationships, forms, and views to ensure a robust data model for future scalability. Additionally, I will integrate Power Automate to automate manual business processes, ensuring resilience and clear error handling. I propose delivering a documented data migration package, optimized dashboards, updated solution files, and at least three production-ready Power Automate flows. I am keen to discuss this project further in chat to understand your specific requirements and provide a tailored solution. Please feel free to connect for a detailed discussion. You can visit my Profile: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
£275 GBP in 2 days
4.4
4.4

I’ve delivered data-heavy Dynamics 365 Customer Engagement projects with clean data models, migrations, and Power Automate integrations. Your budget is workable. I estimate ~£500–£900 over 1–2 weeks for migration scripts, model refinement, dashboards, and 3+ robust flows. I’ll ensure ALM-ready solutions, role-based reporting, and resilient automation with clear docs. Focus: clean data, scalable model, reliable flows. One question: what’s your current data source for migration (Excel, legacy CRM, SQL), and volume approx.?
£900 GBP in 10 days
4.5
4.5

Hi, I am a senior full-stack AI developer with over 8 years of rich experience in software development, with a background in Dynamics 365 CE, data modeling, data integration, and Power Automate. For this project, the most important part is structuring clean data and automation flows so your system stays consistent and scalable without future rework. I can handle data migration and cleanup, refine the CE data model, build role-based dashboards, and implement reliable Power Automate flows with proper error handling. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
£250 GBP in 7 days
3.3
3.3

Hi, I’ve worked extensively on Dynamics 365 CE systems that require cleanup, restructuring, and scalable extensions, especially for UK clients with strict data compliance needs. With 4+ years in Power Platform, I can help across all three areas: • Data Management End-to-end data migration into Dataverse with repeatable scripts Data cleanup (duplicates, validation, normalization) Consistent integrations across systems + clean KPI dashboards • Data Modeling & ALM Scalable tables, relationships, forms, and views Strong experience with solution layering and CI/CD pipelines Focus on future-proof architecture (no rework later) • Power Automate Built 30+ production flows with proper error handling What you’ll get: Documented migration + cleanup framework Optimized dashboards with role-based access Updated, well-structured solution Reliable, production-ready flows I’ve previously improved system performance and reduced manual effort by ~40% through automation and data restructuring, and I follow a clean, maintainable approach throughout. I am independent freelancer with great communication skills and attention to detail. I suggest starting with a focused 2–3 week phase where I handle core data cleanup, refine key entities, and deliver one production-ready automation and dashboard. This ensures quality within budget, and we can expand in the next phase if needed. Happy to discuss timelines and milestones. Best, Abhishek Mishra
£490 GBP in 22 days
1.4
1.4

Hello, I’m Mateo, a Dynamics 365 CE developer who specializes in data modeling, migrations, and Power Automate, perfect for extending and streamlining your CE instance. The project’s goal is to migrate and clean data, build polished dashboards, refine the data model, and create robust cloud flows, all while following ALM and security best practices . I’ll deliver a repeatable migration package, optimized dashboards, an updated solution with new entities and views, and at least three production-ready flows with clear configuration notes; I’ve worked on similar data-driven CE projects and can hit the ground running.
£250 GBP in 3 days
0.0
0.0

Hello, I will deliver your data migration package with repeatable cleanup scripts, refined entity model — custom tables, relationships, forms, and views — role-based dashboards, and production-ready Power Automate flows wired to CE events. For the migration, I will build a staged approach using custom FetchXML queries to validate legacy records before import, catching duplicate and orphaned references early. This prevents cascading data issues that surface weeks later when dashboards start returning skewed KPIs. Questions: 1) Which legacy system holds the records — is it a SQL database, flat files, or another CRM? 2) For the Power Automate flows, which M365 services need to receive data — SharePoint, Teams, Outlook, or others? Looking forward to discussing further. Best regards, Kamran
£595 GBP in 13 days
0.0
0.0

Hello, As a result of a detailed review of your project requirements, I fully understand the scope and expectations. I have experience working with Dynamics 365 CE on data-heavy implementations and can help streamline your system with clean, scalable solutions. I bring deep expertise in Dynamics 365 CE, Data Modeling, Data Architecture, Data Integration, Power Automate, and Documentation with over 10 years of experience. One of the key challenges in projects like this is maintaining data integrity while evolving the model and automations; I would design a structured migration and cleanup process, refine entities and relationships using proper solution layering, and build resilient Power Automate flows with clear logging and role-based dashboards for accurate KPI visibility. I have a couple of quick questions. • What is the current source of legacy data (SQL, Excel, another CRM) for migration? • Do you already have any existing flows that need refactoring, or should the new ones be built from scratch? I would be glad to discuss further details and am ready to start immediately. Looking forward to hearing from you. Best regards, Carlos
£250 GBP in 7 days
0.0
0.0

Hello, I am a Senior Dynamics 365 CE / Power Platform Consultant with 14+ years in IT and 8+ years specializing in Dynamics 365 CRM, delivering enterprise-grade CRM implementations, data migrations, automation, and solution optimization. Your requirement is exactly the type of work I handle regularly—improving existing Dynamics 365 CE environments by strengthening the data foundation, refining the model architecture, and automating manual business processes. My Understanding of Your Requirement You already have an active Microsoft Dynamics 365 Customer Engagement environment and need an experienced developer to help with: 1. Data Management Legacy data migration into CE Data cleansing and deduplication Ongoing data integrations Role-based dashboards and KPI reporting 2. Data Modeling Custom tables, forms, views, and relationships Scalable schema refinement Solution layering and ALM best practices 3. Power Automate Integration Production-grade cloud flows Cross-service Microsoft 365 integration Reliable exception handling and monitoring Why I’m a Strong Fit: Strong background in Dynamics 365 CE architecture Proven experience in data migration and cleanup projects Advanced Dataverse schema design knowledge Enterprise-grade Power Automate implementation I work with the mindset that CRM should be a reliable operational system—not a constant maintenance problem. Thanks and Regards, Pradip Raj
£500 GBP in 7 days
0.0
0.0

Hi, This is a strong fit because the work is exactly where a good Dynamics 365 CE developer adds value: **data quality, model refinement, and Power Automate workflows** that actually reduce manual work instead of adding more complexity. I can help across the three fronts you listed: * **data migration / cleanup / integration** * **custom tables, relationships, forms, and views** * **Power Automate flows** triggered from CE events with proper error handling What stood out to me is that this is not just “customization” — you want the system shaped in a way that stays scalable for future features. That means getting the **data model, solution layering, role-based dashboards, and flow design** right from the start, which is exactly how I’d approach it. I can deliver: * documented migration/cleanup approach * role-based dashboards and KPI views * updated CE solution components * production-ready Power Automate flows with configuration notes If you send me the current CE setup and the first priority area (data migration, dashboards, or flows), I can tell you the cleanest implementation path right away. Best regards. Ankit.
£250 GBP in 7 days
0.0
0.0

Hi there, I have reviewed your requirement for enhancing and streamlining your existing Dynamics 365 Customer Engagement (CE) environment. With 8+ years of experience working on Dynamics 365 CE, Dataverse, Power Platform, and enterprise data solutions, I am confident I can support all three key areas you mentioned: management, data modeling, and Power Automate integration. My approach for your project: * First, analyze your existing CE structure and identify data inconsistencies and optimization opportunities * Build a clean, documented migration and cleanup framework (repeatable and safe for production use) * Refactor and optimize data model (tables, forms, views, relationships) for scalability and future enhancements * Implement secure, production-ready Power Automate flows triggered from CE events with proper exception handling * Deliver role-based dashboards focused on actionable KPIs, not clutter * Package everything in a managed solution with clear documentation for ALM deployment I am ready to start immediately and can align with your timeline and milestone structure. Best Regards, JP
£250 GBP in 7 days
0.0
0.0

Dear Client, Greetings!! I have gone through the project description, and found that all of the mentioned requirements fall over my expertise, as I have hands-on experience on python, AI/ML, Data Science, software building, etc. I am an experienced with Microsoft Dynamics 365 CE,I can streamline your data ecosystem through structured migration, cleanup automation, and robust integrations. I’lw refine your data model for scalability, deliver role-based KPI dashboards, and build resilient Power automate flows to replace manual processes. you’ll receive clean, documented deliverables, including migration scripts, optimized solutions, and production-ready workflows, aligned with best ALM practices and efficiency-focused milestones. I have been coding on Machine Learning and Data Science with python from past 7 years. I have the experience of working with 4 giant tech companies, including freelancing on upwork, fiverr and freelancer. Hope to hear from you soon!!. Regards, Techroj
£470 GBP in 7 days
0.0
0.0

i’ve done very similar recently, cleaning and extending Dynamics 365 CE with data migration + Power Automate. Are your legacy sources SQL/Excel or another CRM? Do you already use Dataverse native tables or custom entities heavily? I suggest using Dataflows + staging tables for migration because it keeps imports clean and repeatable. I also suggest enforcing solution layering with managed solutions because it avoids breaking Prod during updates. I will first audit your CE schema and data quality issues. Then I will build migration pipelines, refine tables/forms/views, and set up role-based dashboards. Finally I will implement resilient Power Automate flows with logging and package everything for ALM. Best, Dev S.
£450 GBP in 8 days
0.0
0.0

Three interconnected workstreams here, and the sequencing matters: data first, then model, then flows, otherwise you're building automation on top of tables that might still change. For the migration, I'd use Dataflows for the main record import and Configuration Migration Tool to carry reference data across environments cleanly. That combination gives you reproducible runs you can validate in UAT before touching Prod. Cleanup scripts run post-import against staging, reviewed before anything touches live data. On the modeling side, I work with managed solutions and environment-layered deployments, so changes travel Dev, UAT, Prod as a proper ALM process rather than manual re-creation. The Power Automate flows get built with retry policy, scope-wrapped error handlers, and admin notifications on failure. Production-ready means they fail gracefully, not silently. First milestone covers all three fronts, seven days, GBP 600: - Migration package (Dataflows config + CMT export, tested in UAT) - Cleanup scripts for identified data issues - Role-based dashboards published to target environment - Updated solution file with current model changes - 3 production-ready cloud flows with error handling Before I lock in the approach, a few things help me scope this accurately: 1. Roughly how many legacy records are in scope for migration? 2. What's the source format, CSV exports, a SQL database, or another CRM? 3. Which M365 services do the flows need to touch first, Teams, SharePoint, Outlook, something else?
£600 GBP in 7 days
0.0
0.0

Hello, I have reviewed your Dynamics 365 CE requirements. You need support in data migration, model refinement, and Power Automate integration with clean governance and reporting. I specialize in CE customisation, data-centric administration, and enterprise workflow automation. My approach will focus on structured legacy data migration with validation and de-duplication, ensuring consistency across CE. I will refine your data model using best practices in solution layering and ALM, improving scalability and reducing future rework. Role-based dashboards will be designed to present only relevant KPIs, improving decision clarity and system usability. For automation, I will build resilient Power Automate cloud flows triggered by CE events, integrating M365 services with proper error handling and logging. All work will follow structured documentation standards to ensure maintainability and smooth deployment across environments. Deliverables will include a repeatable data migration and cleanup package, optimized role-based dashboards and reports, an updated managed solution file with refined entities/forms/views, and at least three production-ready Power Automate flows with full configuration notes. Thanks, Asif
£750 GBP in 5 days
0.0
0.0

Hi, I’ve worked extensively with Dynamics 365 CE on data-heavy projects—migration, cleanup, modeling, and Power Automate. I can help you: -Migrate and clean legacy data with reusable scripts -Refine tables, relationships, forms, and apply solid ALM practices -Build clean, role-based dashboards focused on real KPIs -Create reliable Power Automate flows with proper error handling You’ll get a structured solution, documented migration package, and production-ready flows that are easy to maintain. Happy to break this into clear milestones and timelines. Best, Anna
£500 GBP in 7 days
0.0
0.0

https://www.freelancer.com/u/seandinwiddie Hi, Nice to meet you. I’m confident I can support and enhance your Microsoft Dynamics 365 Customer Engagement environment, particularly across data management, solution modeling, and Power Platform automation. With strong experience in Dynamics 365 CE, Dataverse, and Power Automate, I focus on building clean, scalable CRM solutions with strong data integrity, well-structured solutions, and reliable automation flows. I will start by reviewing your current CE instance, data model, and existing solutions to identify inconsistencies, optimization opportunities, and migration requirements. Next, I will handle data migration and cleanup using repeatable scripts, refine custom tables, relationships, forms, and views using proper solution layering and ALM best practices, and design role-based dashboards that surface meaningful KPIs. Deliverables will include: Documented and repeatable data migration + cleanup scripts Optimized role-based dashboards and reports Updated managed/unmanaged solution package (entities, forms, views) 3+ production-ready Power Automate flows with documentation I prioritize maintainability, data consistency, and long-term scalability so your system remains stable as it grows. Let’s define the current pain points and structure the work into clear milestones for efficient delivery. Looking forward to collaborating,
£500 GBP in 7 days
0.0
0.0

Hi, For this project, I am going to extend your Dynamics 365 CE by handling data migration and cleanup, refining the data model with proper entities and relationships, and building reliable Power Automate flows with clear error handling so your processes run smoothly and scale without rework. I have experience in Dynamics 365 CE, Power Automate, Dataverse, data modeling, data integration, and building role-based dashboards with ALM best practices. You can expect clear communication, fast turnaround, and a high-quality result. Best regards, Juan
£500 GBP in 3 days
0.0
0.0

Hi, I can step in and help stabilize and extend your Dynamics 365 CE with a strong focus on clean data, scalable modeling, and reliable automation. On the **data side**, I’ll handle legacy migration with proper mapping, validation, and staged imports, plus provide reusable cleanup scripts to keep data consistent. I’ll also design **role-based dashboards** that highlight KPIs without clutter. For **modeling**, I’ll refine your Dataverse schema (tables, relationships, forms, views) with future scalability in mind, following proper **solution layering and ALM practices**. On **Power Automate**, I’ll build robust flows triggered from CE, integrated with M365, including error handling, logging, and retry logic. **Deliverables:** * Documented migration package + cleanup scripts * Optimized dashboards by security roles * Updated solution (tables, forms, views) * 3+ production-ready flows with documentation **Approach:** 1. Data audit & plan 2. Cleanup + dashboards 3. Model refinement 4. Automation 5. Testing & handover Share your current data sources and setup, and I’ll propose timelines and milestones. Best regards, Uzair Khan
£250 GBP in 7 days
0.0
0.0

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