Power Platform CRM-ERP Setup

@AwaisChaudhry

Hello, I’ve reviewed your plan for a Power Platform powered CRM-ERP backbone in a single Dataverse environment. I will deliver three CRM modules (Contact management, Sales automation, Customer service) and ERP domains (Inventory, Financials, HR) with role-based security, all surfaced in model-driven apps, plus Power Automate orchestration and Power BI dashboards. My approach is to design a clean Dataverse data model with clear relationships, implement end-to-end lead-to-order flows that decrement inventory and post finance entries, and ensure HR workflows for onboarding, leave and performance reviews. I’ll stage features in logical increments, provide end-to-end demo scripts, a concise deployment guide, and a ~30 minute training video. The acceptance demo will run a full scenario from lead creation to commission updates without errors. I’ll coordinate fortnightly reviews and deliver environment exports and source files at hand-off. What is your current data governance policy for customer and financial data, and are there any regulatory or audit requirements I should align with? What existing licenses are confirmed for Dynamics 365 components and Power BI, and do you need any data migration from legacy systems? How many concurrent users do you anticipate? Do you require multilingual support or localization? What specific HR, finance, and inventory policies must be reflected in the workflows? Are there existing Power Platform environments I should integrate with, or should I pr

@n2rtechnologies

Hello, I understand you're looking to create a unified business backbone on Microsoft 365 Power Platform that effectively integrates both CRM and ERP functionalities. My experience in developing tailored solutions will ensure your business processes are streamlined, enhancing customer relationships and operational efficiency. I can deliver a cohesive platform that not only meets your immediate needs but also scales with your business. This includes setting up automated workflows, data management systems, and reporting features that provide valuable insights. My focus will be on delivering a seamless user experience while ensuring all components work harmoniously together. Let’s discuss how I can help you achieve your vision for this project. Regards, Nurul Hasan

@offshore9006

As the leader of Kennedia IT Solutions, a multi-skilled technology company, and power BI specialist, I believe my team and I are fully equipped to deliver the Power Platform CRM-ERP setup you require. We boast a broad range of expertise spanning not only Power BI but also Power Apps, Power Automate, Dynamics 365, and more—all the tools in your preferred stack! Our fluency in several European languages and presence in Europe and the USA allows us to merge seamlessly into your business environment, ensuring your project operates smoothly from onset to completion. Our key differentiator as a company is our focus on innovation. We don't just follow trends; we anticipate them. Harnessing AI/ML technologies like TensorFlow and PyTorch can be a game-changer in predictive analytics and NLP functionalities for your project. Our command over OpenAI GPT pretrained models ensures deep learning initiatives run smoothly. Rest assured that by selecting our services, you're gaining not only top-tier technical expertise but also a commitment to value addition and quality delivery. Partner with Kennedy IT Solutions, let's turn your vision into a reality.

@Solutionzhere

Hey! SolutionzHere crafts unified Power Platform backbones—model-driven CRM (leads-to-deals, service console), ERP (inventory/finance/HR), all on Dataverse with Power BI dashboards for clients like yours. We've exported ready tenants with training vids. €12-18/hr is way under market (€40-70/hr for this scope). Propose €55 EUR/hr (solid margin), est. 80-100 hrs (~6-8 weeks, fortnightly demos). Full deliverables: apps, model, reports, guide/video. One Q: Multi-entity count and key inventory/finance custom rules?

@Rekhathakur

With extensive experience in vital niche sectors like Real Estate and Healthcare, WellSpring Infotech has honed its skills in powering businesses' core operations, just as your project demands. I, Rekha, along with my talented team of tech professionals, excel at architecting end-to-end solutions utilizing modern frameworks such as Power Apps model-driven apps, Dynamics 365 components, Power Automate for orchestration and Power BI for dashboards – which align perfectly with your preferred stack. Having partnered with various SMEs over the course of a decade, my expertise extends to providing clean financial ledgers with multi-entity reporting and streamlining HR workflows—a crucial aspect of your ERP buildout. Investing time and effort in comprehensively understanding each vertical we dive into empowers us to deliver tailor-made solutions for your specific CRM and ERP requirements. Moreover, our commitment to quality project management ensures each module will be delivered punctually and reviewed fortnightly for maximum transparency. We aim to give you full control over the process while ensuring steady, logical increments in your platform's development. Thanks....

@divumanocha

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat, where I can also share relevant examples of my past work. I'm looking forward to hearing back from you! Best Regards, Divu.

@Appworldz

Hello, I’d love to build your unified Power Platform backbone, aligning CRM and ERP on a single Dataverse tenant with model‑driven apps, automated pipelines, and embedded Power BI for real‑time insight. I propose a phased delivery: Phase 1 (10–15 days, ~1,500–2,000 USD): CRM – contacts, lead‑to‑cash pipeline, service console, basic dashboards, and documented Dataverse model. ​ Phase 2 (15–20 days, ~2,500–3,000 USD): ERP – inventory, finance, HR with role‑based security and end‑to‑end scenario flows, plus deployment guide and 30‑min training video. ​ Could you confirm your existing Dynamics 365 licences and any external systems (accounting, payroll, ecommerce) that must be integrated from day one? ​ Once we align on scope and licences, I can start immediately and iterate with fortnightly demos until your demo tenant runs the full lead‑to‑commission flow reliably. ​ Appreciate your response. Thanks Sahanaj

@Julian29

Hello, I have 10+ years of experience, I can deliver a complete solution using Model-driven Power Apps, Dynamics 365 components (where licensing permits), Power Automate, and Power BI, ensuring a clean, scalable architecture and smooth user experience. I will deliver (incremental, review-ready): CRM Modules: Contact Management, Sales Pipeline Automation (Lead → Opportunity → Order), Customer Service Console ERP Modules: Inventory, Finance (multi-entity ledgers), HR (onboarding, leave, performance) Dataverse Data Model: Entities, relationships, security roles, and documentation Power BI: Pipeline, Inventory Turns, P&L snapshots (embedded or canvas) Deployment Guide + 30-min training video End-to-end demo: Lead conversion → order → inventory decrement → finance posting → commission update I follow AGILE methodology, provide 2-year free ongoing support, and deliver complete source code + environment export. I have a few queries to clarify before starting, so please message me in chat. Awaiting your positive response. Thanks

@royalcalif

Hi, Mr. Employer, Your vision of a unified Microsoft 365 Power Platform backbone aligns perfectly with our expertise. We design end-to-end Dataverse-centric ecosystems that unify CRM and ERP into a single, governed environment with real-time visibility and automation. We will architect model-driven apps covering Contact Management, Sales Automation, and Customer Service, tightly integrated with Inventory, Financials, and HR workflows. Using Power Apps, Dynamics 365 components (where licensing permits), Power Automate orchestration, and embedded Power BI dashboards, we will ensure seamless lead-to-order execution, automated inventory decrement, finance postings, and commission updates — all within one secure Dataverse framework. Our delivery approach is modular and milestone-driven. Each module will be deployed incrementally with fortnightly review sessions, complete documentation of the Dataverse schema, role-based security configuration, environment export, and a structured deployment guide. A concise training video will ensure rapid adoption. We are confident in delivering a demo tenant that runs full end-to-end scenarios without errors and transforms your existing licences into a powerful operational core. Ready to initiate immediately and define the execution roadmap. Best Regards RoyalCalif

@SurajRevankar92

As an accomplished Principal Cloud Engineer with over a decade of experience in industries ranging from Oil & Gas to Utilities, I bring an extensive skillset in Power Apps, Power BI, and Azure - all vital components for your CRM-ERP project. My expertise will ensure the seamless delivery of Model-driven apps that cover Contact management, Sales automation, and Customer service management - the crucial aspects you're looking to incorporate into your business backbone. Managing intricate workflows is where my ability thrives; Your ERP module requirements like real-time inventory visibility, clean financial ledgers, and HR workflows align perfectly with my skill set. My knowledge in utilizing Power Automate for orchestration and Power BI for comprehensive dashboards will help pinpoint critical areas like pipeline, inventory turns, and P&L snapshots effectively. Moreover, my MECE (Mutually Exclusive and Complete) approach ensures that no aspect of the project slips through the cracks. This ties into your need for logical increments for each module creation which I plan to deliver flawlessly. Lastly, I would provide an all-comprising deployment guide along side a 30-min concise user-training video to equip you and your team post-project so that the solution never loses efficiency. Let's turn your existing licenses into an operational heart of your business together!

@juanjosec63

Hello, I’m excited about the opportunity to contribute to your project. With strong experience architecting end-to-end solutions on Microsoft 365 Power Platform, I can design a unified Dataverse backbone that connects CRM and ERP workflows seamlessly across model-driven apps, Power Automate orchestration, and embedded Power BI reporting. I will structure the data model with clear relationships and role-based security, ensuring lead-to-order flows trigger inventory adjustments, financial postings, and commission updates in a controlled, auditable manner. The solution will be delivered in logical increments with documented architecture, environment exports, and a concise training walkthrough so your team can confidently operate and extend the system. You can expect clear communication, structured delivery milestones, and a production-ready platform that turns your existing licenses into a true operational core. Best regards, Juan

@imaopenerp

Dear Friend, Hope you are doing well ! I’m an experienced ERP Consultant cum Developer and I think I’d be a great fit for your project. I’m good at any type of techno-functional requirements in ERP (I’m going share my experience in second) I think you’ll agree? I am having more over 13+ year of experience in ERP. I have done more than 500 ERP implementation and 300+ functional customization for Point of Sale, Accounting, Inventory, Manufacturing and CMS Theme building. I have done several integration with ERP like ebay, fedex-ups, authorize . net, xero, alfresco etc. Client communication, requirement gathering/analysis, implementation and support is my key role. Time and cost will be finalized after discussion. Feel free to ask me any questions. Kind Regards, Ishwar Malvi

@ianb65

Hello, there! My specialization in building robust, scalable web and mobile applications fits perfectly with your need for model-driven app development in both the CRM and ERP modules. From Contact management to Sales Automation and Inventory & Financial Management to HR Workflows, my proficiency in Power Apps model-driven apps, Power Automate for orchestration, and Power BI for reports coupled with my competency in Dynamics 365 will ensure that the system I build for you seamlessly meets all your requirements. Lastly, allowing me to undertake this project means benefiting from a highly organized professional who values collaboration and clear communication. I understand and appreciate fortnightly reviews to ensure we stay on track with logical deliveries along the course. My flexibility aligns well with your timeline requirements while assuring you of consistent quality outputs throughout the project's duration. I'm confident that by putting my experience into building this unified backbone, converting the licences you own into your operational heart will become a reality that delivers significant value to your business. Let's create something great together!

@mykhaylob4

✋ Hi there. I can build a unified Power Platform solution that seamlessly combines CRM and ERP, giving your team full visibility over leads, inventory, finance, and HR processes within Microsoft 365. ✔️ I have extensive experience developing model-driven apps, automating workflows with Power Automate, and building Dataverse data models that integrate CRM and ERP functionalities. I’ve delivered solutions where sales pipelines, inventory management, and financial postings all worked together without conflicts, plus embedded Power BI dashboards for real-time reporting. ✔️ For your project, I will set up the CRM modules for contacts, sales, and service, implement ERP modules covering inventory, finance, and HR, ensure role-based security, and provide a documented Dataverse model. I will also create embedded Power BI reports and a concise user-training video to get your team up to speed quickly. ✔️ I will validate end-to-end scenarios in a demo tenant, ensuring leads convert to orders, inventory updates, financial entries post correctly, and HR records sync, delivering a production-ready, maintainable solution. Let’s discuss your current environment and licensing so we can start immediately. Best regards, Mykhaylo

@emilesd617

Hi, I am a senior full-stack developer with 8 years of rich experience in software development, with a background in Microsoft 365, Power Apps, Power Automate, Dataverse, Power BI, CRM and ERP system architecture, and business process automation. For your unified Power Platform setup, I would design a structured Dataverse data model that supports CRM and ERP processes within the same environment. The model-driven apps would cover contact management, automated sales pipeline, and customer service workflows, while ERP modules would manage inventory, financial postings, and HR processes with proper role-based security. I would configure Power Automate flows to connect lead conversion through order processing, inventory updates, financial ledger entries, and commission calculations, ensuring the full cycle runs end to end without errors. Power BI dashboards would provide clear visibility into pipeline metrics, inventory movement, and financial summaries. I'm an individual freelancer and can work on your required time zone. Please contact me with a suitable time to discuss further. Looking forward to helping you turn your existing licenses into a fully integrated operational backbone. Thanks. Emile.

@manpreetkaur991

Hello Greetings, After reviewing your project description, I am confident and excited to work on this project for you. However, I have some crucial points and questions to clarify. Please leave a message in the chat to discuss this, and I can share my recent work that is similar to your requirements. Thanks for your time! I am excited to hear from you soon. Best regards,

@praveenfl774

I have similar app ready in hand. Kindly contact me to deliver with a days. ERP Application Invoice Generaton HR Module CRM Module Inventory Module, Project Management PO Generation

@Apurva510

Hello, I read with interest your job posting, and I believe I possess the necessary skills and experience you are seeking to get the stuff done. I am a professional computer programmer with knowledge of various programming languages like HTML5, CSS3, React.js, Vue.js, Wordpress, Shopify, PHP/Laravel, JavaScript, Node.js/Express, blockchain technology, cryptocurrency, Python, MySQL, Dart, and Flutter. I have developed more than fifty web applications. I look forward to speaking with you further regarding your available work. I can assure you that if you work with me once, you will always work with me for this kind of project: I will do whatever it takes to completely 100% deliver on any of your projects and earn a 5-star rating from you as well. I am keen to take this discussion forward. Please let me know the next step call/chat/interview; I will make myself available at a mutually convenient time.  Yours sincerely, Apurva Sharma

@softgoway

Hello, You’re describing exactly what the Power Platform does best: unify CRM + ERP in Dataverse with process automation and executive visibility. I’m a Power Platform/Dynamics architect who builds cross-module systems where leads, orders, inventory, finance, and commissions move through a single governed data model. Your acceptance test (lead → order → stock movement → ledger → commission) is perfect, because it proves true operational integrity, not isolated apps. How I would deliver: ✔ Model-driven CRM (contacts, pipeline, service) ✔ ERP domains for inventory, finance & HR ✔ Role-based security & auditability ✔ Documented relational schema ✔ Power Automate orchestration ✔ Embedded Power BI insights ✔ Deployment package + training assets I design for longevity: clean solution layering, extensibility, and licensing awareness so future growth doesn’t trigger re-implementation. Fortnightly reviews and incremental releases match my delivery rhythm. Happy to run a quick discovery to validate scope and map milestones toward your demo tenant. Best regards Jagrati.