Dynamics 365 & SharePoint Integration

@augurstech

A Warm Hello! We are readily available to start working on this project! We are excited about the opportunity to help you successfully deploy Microsoft Dynamics 365 within your existing Microsoft 365 environment and transform it into a centralized CRM that integrates seamlessly with SharePoint, Teams, Outlook, and Power Platform. We have extensive experience implementing Microsoft business solutions, including Dynamics 365, Power Platform, SharePoint, Microsoft Teams, Exchange Online, and Azure Active Directory integrations. Thank you for considering our proposal. We look forward to partnering with you on this important digital transformation project. Best regards, Ana

@Guptapuru304

Hello, We've carefully reviewed your project requirements for Dynamics 365 and SharePoint integration within your Microsoft 365 tenant. It's clear that seamless data migration and system customization are pivotal to your success. We've successfully executed similar projects, notably integrating Dynamics 365 with SharePoint, Teams, and Outlook, ensuring all systems work harmoniously. Our approach prioritizes automation and efficiency, eliminating double entry and enhancing user experience. With over 8 years of expertise, Puru Gupta, recognized as a Top 1% freelancer, specializes in intelligent system integrations, including AI-driven and automation solutions. Our experience with ACT! migrations and building robust .NET applications aligns perfectly with your needs. We would love to learn more specifics about your project. Please message us for a detailed, tailored proposal within 24 hours. Best regards, Puru Gupta Top 1% on Freelancer.com

@Mahihassi

With over a decade of experience as an electrical engineer, I have extensively worked on integrated systems, including Dynamics 365, SharePoint, Teams, and Outlook. I am well-versed in API integration, proficient in C# programming and come with an arsenal of skills required to elevate your project to success. My mastery of microcontrollers and embedded systems allow me to understand complex read-and-write protocols like Dynamics 365 and SharePoint at a core level for seamless integration. My expertise in PCB design and RF hardware ensures that the data transfer occurs without any hiccups while my AI and machine learning background helps analyze and optimize system performances, making it not just a standard installation but a tailor-made platform for your needs. Moreover, my comprehensive understanding of how IoT-ready systems work goes hand-in-hand with your phase 2 requirement: eliminating double entry. I have successfully developed and deployed Power Apps that cut down redundant data entries and feed them directly into existing tables without creating duplicate fields.

@ahsansaleemnaz

Hi, I’ve worked extensively with the Microsoft ecosystem, including Azure AD, Microsoft 365, Teams, SharePoint, Power Platform, and enterprise business applications. I can deploy Dynamics 365, migrate your ACT! contacts with proper field mapping and deduplication, integrate SharePoint, Teams, and Outlook, and build a Power Apps fact-find form to eliminate duplicate data entry. My focus is on delivering a clean, scalable implementation that integrates seamlessly with your existing Microsoft 365 environment. Let’s talk over chat and discuss it over a call.

@HamparProd

Hi, I understand this project is not just about deploying Dynamics 365. The goal is creating a unified Microsoft ecosystem where contacts, documents, emails, meetings, and client information flow together without staff entering the same data multiple times. I have experience implementing Microsoft business platforms, CRM migrations, API integrations, Power Apps, and workflow automation where data integrity and user adoption are critical. I focus on using native Microsoft capabilities wherever possible to reduce maintenance and ensure long-term reliability. I would begin by reviewing your Microsoft 365 tenant, Dynamics licensing, and ACT! database, then migrate and clean the contact data before configuring SharePoint integration, Teams collaboration, Outlook tracking, and the client fact-find workflow. Throughout the implementation I would validate each integration against your acceptance criteria to ensure the complete process works seamlessly from the user's perspective. I can start immediately after award and deliver the implementation in structured milestones with documentation and a walkthrough for your team.

@wasifmuneer

Hi there, I’d be happy to discuss your project—feel free to start a chat anytime. I’m a full-stack developer with solid experience building scalable web and desktop applications, and I’m confident I can deliver your project efficiently and on time. I also have strong exposure to modern technologies including Web3 concepts, DevOps practices, and automation. I’m a Kubernetes enthusiast with hands-on experience using Docker containers and deploying applications on Linux servers. My expertise includes: MERN / MEAN Stack (development + team management) .NET Core APIs with Angular, including D3.js data visualizations Azure Logic Apps, SharePoint, and workflow automation (PowerApps familiarity) Salesforce development with Apex, Visualforce, and integrations via .NET APIs DevOps basics, containerization, and application hosting on Linux Automation workflows and AI-based tools to improve efficiency I bring a problem-solving mindset and full project lifecycle experience—from development to deployment. Looking forward to hearing from you. Thank you!

@melopgabriel

Hi, this is a strong fit for a clean Microsoft 365 rollout with real operational value: Dynamics 365 deployed into your tenant, ACT! data migrated carefully, and the surrounding stack wired together so staff only work once. I’ve handled CRM implementations with data migration, field mapping, SharePoint integration, Outlook tracking, and Power Apps forms. I’d start by validating the Dynamics environment, licensing, and Copilot readiness, then map ACT! records, remove duplicates, and preserve useful history. From there I’d configure native SharePoint linking, Teams file sharing and meeting actions, and Outlook timeline tracking so the system behaves consistently inside your existing tenant. I’d also build the fact-find form to write directly to the correct tables without duplicate fields. If you’d like, I can help define the cleanest deployment path and get this working end to end. Best regards, Gabriel

@gigatorb

Hi, I can help deploy Dynamics 365 in your existing Microsoft 365 tenant and integrate it with SharePoint, Teams, Outlook, and Copilot. I can: * Deploy and configure Dynamics 365 with Microsoft 365. * Migrate ACT! contacts, customize fields, and remove duplicates. * Configure SharePoint, Teams, and Outlook integrations. * Build a fact-find form using Power Apps or Dynamics 365 to eliminate duplicate data entry. * Test everything to ensure it meets your acceptance criteria. I have experience with Dynamics 365, Power Platform, SharePoint, Teams, Outlook, and Microsoft ecosystem integrations. I'd be happy to discuss your requirements and get started. Looking forward to working with you! Best regards, Lav

@mayr81

Alright, let’s make Dynamics 365 behave like it’s been paying rent in your Microsoft 365 tenant the whole time. Phase 1: Core deployment + ACT! migration - Deploy and license Dynamics 365 in your existing tenant and ensure Copilot is available. - Import every ACT! contact, merge duplicates, and preserve history so the new system starts tidy (no “why do we have three versions of Dave?” chaos). - Customize fields for accurate mapping and clean continuation of your current data model. SharePoint + Teams + Outlook tracking (wired for reality) - Enable native SharePoint integration so files already in SharePoint show against the matching contact by contact name, no manual tagging required. - Connect Teams so meeting scheduling and file sharing happen directly from the contact record. - Turn on Outlook tracking so emails on that address land in the contact timeline within minutes. Phase 2: One-form-to-rule-them-all - Build a client fact-find form (Power Apps or native Dynamics form, whatever is faster) that writes directly into the contact and related tables. - Acceptance outcome: staff completes one form, and your data doesn’t get double-entered or duplicated. Acceptance criteria covered: - Tenant credentials login + Dynamics 365 in app launcher. - Sample contact links SharePoint documents automatically. - Teams meeting scheduling + file sharing succeeds first try. - Outlook email appears on the timeline quickly. - Fact-find writes back without creating duplicate fields.

@Georgeoustar

Hi, there! Your project requires more than a Dynamics 365 setup. The real challenge is creating a connected Microsoft ecosystem where CRM, documents, communication, and data entry work together without duplicate effort. I have 15+ years of experience with Microsoft technologies, CRM implementations, data migration, API integrations, and business workflow automation. I have worked on similar projects involving Dynamics 365 configuration, legacy CRM migrations, SharePoint integration, Teams collaboration, Outlook tracking, and Power Apps forms. I can migrate your ACT! contacts cleanly, configure Dynamics 365 within your existing Microsoft 365 tenant, automate document and communication workflows, and build a streamlined fact find process that improves daily operations. Best regards, George

@trm66614

I appreciate the opportunity to assist with your Dynamics 365 and SharePoint integration project. My extensive experience with Dynamics 365, SharePoint, Teams, and Outlook allows me to offer a comprehensive solution tailored to your needs. In Phase 1, I will ensure a smooth deployment of Dynamics 365 within your Microsoft 365 tenant, focusing on making Copilot accessible and guaranteeing that data migration from ACT! is handled carefully. Merging duplicates while preserving historical data will be prioritized, as will the native SharePoint integration to automate the linking of documents to contacts. This automated process will eliminate manual tagging, offering efficiency right from the start. For Phase 2, I will create a user-friendly "fact-find" form that streamlines data entry, ensuring that your team only fills out one form to avoid double entries while guaranteeing that data is captured accurately into the contact records. What specific challenges have you faced with your current integration process? Please let me know a convenient time for us to discuss this in more detail! Best regards, Talha