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I need an expert to customize the Sales and Service module in Microsoft Dynamics Business Central, specifically focusing on workflow automation. Key requirements include: - Experience with Microsoft Dynamics Business Central, particularly in the Sales and Service module. - Strong skills in workflow automation. - Ability to understand and implement business requirements into the platform. - Background in business process optimization is a plus. - Relevant certifications in Microsoft Dynamics are preferred. Please provide examples of previous customization work and your approach to workflow automation.
Projekt-ID: 40090603
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51 Freelancer bieten im Durchschnitt €4.111 EUR für diesen Auftrag

Hello, I will configure Microsoft Dynamics Business Central's Sales and Service modules to automate your workflows end-to-end—from lead capture and quotes to orders, service cases, and escalations. I will translate your business rules into clear, reliable BC workflows, set up data flows between Sales, Service, and Finance, build approval paths, reminders, and SLAs, and implement APIs and data integrations for seamless BI. With a background in business process optimization and relevant Dynamics certifications, I deliver faster cycles, fewer errors, and solid documentation with user guides and training. What are your top three goals for the Sales and Service workflow automation in Business Central, and which pain points should we address first to measure success? Best regards,
€5.000 EUR in 20 Tagen
7,3
7,3

With over 10 years of experience in web and mobile development, specializing in Microsoft Dynamics Business Central customization, I understand the importance of workflow automation in the Sales and Service module. Your project seeks an expert to tailor this module to your business requirements. In the realm of business process optimization, I have successfully customized Microsoft Dynamics BC for various clients, streamlining workflows and enhancing efficiency. One notable project involved creating automated workflows for a client in the healthcare sector, resulting in a 30% increase in productivity. My approach to workflow automation involves a thorough analysis of your business processes, followed by the implementation of customized solutions within Microsoft Dynamics BC. I have relevant certifications in Microsoft Dynamics and a proven track record in delivering tailored customization work. If you are ready to optimize your Sales and Service module in Microsoft Dynamics BC, I am here to help. Let's discuss your specific requirements and take your business operations to the next level.
€4.000 EUR in 45 Tagen
6,5
6,5

Hi I specialize in customizing Microsoft Dynamics 365 Business Central to automate Sales and Service workflows that reduce manual steps and improve operational consistency. The main technical challenge in these modules is aligning Business Central’s native workflow engine with real business rules without creating brittle customizations, and I solve this by using event-driven extensions and approval workflows where possible. I have strong experience configuring Sales Orders, Quotes, Service Orders, and related approval chains in Business Central. I translate business requirements into clear workflow logic covering notifications, approvals, status transitions, and exception handling. My approach focuses on automation that is transparent to users and easy to maintain during future upgrades. I also optimize existing processes to remove redundant steps and improve handoffs between sales and service teams. The result is a streamlined, reliable workflow setup that supports daily operations without adding complexity. Thanks, Hercules
€5.000 EUR in 30 Tagen
6,3
6,3

Hello, I am a full-time developer with 11+ years of experience in enterprise systems and business application customization, including Microsoft Dynamics Business Central, with a strong focus on Sales and Service module workflow automation. I specialize in translating real business requirements into efficient, maintainable platform customizations that improve operational efficiency. Relevant Experience & Capabilities: Dynamics Business Central Customization: Extensive experience customizing Sales and Service workflows, approvals, notifications, and process automation using AL extensions. Workflow Automation: Design and implement automated workflows for quotes, orders, service tickets, escalations, and approvals to reduce manual effort and errors. Business Process Optimization: Analyze existing processes and optimize them within Business Central to align with best practices and business goals. Clean & Upgrade-Safe Extensions: Deliver modular, upgrade-safe customizations that follow Microsoft-recommended extension patterns. Approach to Workflow Automation: Review and clarify business rules and approval logic. Map processes into Business Central workflows and events. Implement AL-based extensions with clear separation of concerns. Test workflows across edge cases and real-world scenarios. Provide documentation and handover for long-term maintainability. Thanks & regards, Julian
€3.100 EUR in 7 Tagen
6,3
6,3

Dear Client, I am excited about your project "Microsoft Dynamics BC Customization Expert" and confident I can deliver excellent results. With strong experience in similar work, I understand your requirements and can start immediately. I would love to discuss your project further and answer any questions. Thanks and best regards, Kamran
€3.500 EUR in 30 Tagen
5,7
5,7

HELLO< I HAVE READ YOUR REQUIREMENTS CAREFULLY AND CLEARLY UNDERSTAND THE NEED FOR SALES AND SERVICE MODULE CUSTOMIZATION IN MICROSOFT DYNAMICS BUSINESS CENTRAL WITH A STRONG FOCUS ON WORKFLOW AUTOMATION. I have 10+ years of experience working with Microsoft Dynamics Business Central, including AL development, Sales and Service workflows, approvals, notifications, and business rule automation. I translate business requirements into optimized system workflows that reduce manual effort while maintaining control and auditability. My approach includes requirement mapping, process optimization, AL-based customization, and controlled deployment with testing. I have delivered similar BC customizations for sales operations, service management, and approval flows. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE, WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM REQUIREMENT ANALYSIS TO PRODUCTION DEPLOYMENT. I can share relevant customization examples and walk through my workflow automation approach during discussion. I eagerly await your positive response. Thanks.
€3.000 EUR in 7 Tagen
5,4
5,4

Hi, We are a certified Microsoft Dynamics Business Central team with deep Sales & Service expertise and proven workflow automation deliveries. We map requirements, design optimized processes, build automated approvals, notifications and integrations (APIs/CRM), and provide testing, docs and training. Examples: custom sales order workflows, service dispatch automation. Ready to scope and start within agreed timeline — let’s discuss specifics? Regards Solutionzhere
€4.000 EUR in 40 Tagen
5,4
5,4

With over 7 years of experience as a full stack developer and numerous successful projects under my belt, I am well-prepared to tackle the customization work you need in the Microsoft Dynamics Business Central for Sales and Service module. I have a deep understanding of workflow automation which, when combined with my extensive knowledge of Business Central, make me uniquely qualified to optimize your business processes. My exposure to various companies including Metlife GOSC and DXC technologies equipped me with valuable problem-solving skills. A natural inclination for coding useful scripts has given me mastery in system automation, an area crucial for this task. My approach revolves around providing tailored solutions to meet specific business requirements. This entails consistently effective communication with clients to note their needs accurately before implementing them precisely on platforms; a strategy that has earned me immeasurable trust and repeat business from clients. Certified in Microsoft Dynamics (Dynamics 365 Business Central) alongside my proficiency in VB6, ASP.NET, Java Script, Node js etc., I can assure you a perfect fit for this project. Let's not forget I offer unbeatable flexibility, speed and a 'Pay only if satisfied' motto that means every penny is worth my work. Shall we get started?
€4.000 EUR in 20 Tagen
5,4
5,4

Hello, Your need to customize the Sales and Service modules in Microsoft Dynamics 365 Business Central with robust workflow automation is very clear. As a Business Central consultant focused on process optimization, the approach would start with mapping your current sales and service processes (quotes, orders, cases, escalations, approvals), then designing BC workflows and/or Power Automate flows to remove manual steps, add approval chains, and ensure timely notifications. Wherever standard BC workflow and extensions can cover the need, customization will stay upgrade‑safe; only truly unique logic would go into AL‑based extensions. Which Sales/Service scenarios hurt the most today (approvals, follow‑ups, SLA breaches, handovers)? Are you already using Power Automate or only native BC workflows? Do you have any compliance or audit requirements that workflows must log explicitly? Happy to share examples of past BC Sales/Service automations and structure this as clear milestones so you see value from the first sprint. Regards Sahanaj
€4.000 EUR in 30 Tagen
5,3
5,3

Greetings! I’m a top-rated freelancer with 15+ years of experience and a portfolio of 700+ satisfied clients. I specialize in delivering high-quality, professional Microsoft Dynamics BC Customization services tailored to your unique needs. Please feel free to message me to discuss your project and review my portfolio. I’d love to help bring your ideas to life! Looking forward to collaborating with you! Best regards, Revival
€3.000 EUR in 30 Tagen
4,8
4,8

Hi, This is Elias from Miami. I’ve reviewed your project description, and it sounds like the goal is to customize the Sales and Service module in Microsoft Dynamics Business Central with a focus on workflow automation. With over 10 years of experience optimizing Dynamics BC processes, I’ve implemented automated approvals, notifications, and task routing that streamline sales and service operations while maintaining compliance and auditability. I’d love the opportunity to discuss how I can bring this vision to life. A few questions to clarify your needs: Q1: Are there specific workflows you want automated first (e.g., order approvals, service ticket routing, follow-ups), or should I review and recommend optimizations? Q2: Do you have existing customizations or extensions in your BC environment that need to be considered? Q3: Should automation include integrations with other systems (e.g., Outlook, Teams, or third-party CRMs)? Q4: Are you aiming for fully no-code/low-code solutions where possible, or is custom AL development acceptable? Looking forward to connecting and delivering a streamlined, automated Sales and Service experience. Regards, Elias
€4.000 EUR in 35 Tagen
5,0
5,0

Dear Client, I am excited about your project "Microsoft Dynamics BC Customization Expert" and confident I can deliver excellent results. With strong experience in similar work, I understand your requirements and can start immediately. I would love to discuss your project further and answer any questions. Thanks and best regards, Faizan
€3.500 EUR in 30 Tagen
4,5
4,5

Hi, I’m an experienced Microsoft Dynamics Business Central consultant specializing in Sales and Service module customizations, with a strong focus on workflow automation. I can analyze your current business processes, translate requirements into automated workflows, and implement them within Business Central to optimize efficiency, approvals, and notifications. My approach typically involves mapping existing workflows, identifying bottlenecks, configuring standard Business Central workflows where possible, and extending functionality with AL code or Power Automate integrations when necessary. I also ensure that all changes are fully documented and maintainable. I can share examples of previous Sales and Service customizations where I implemented automated order approvals, service request routing, and notification workflows, resulting in measurable time savings and improved compliance.
€4.000 EUR in 7 Tagen
4,8
4,8

Hi, Senior Software Engineer & Solutions Architect with 18+ years of experience in Microsoft Dynamics, specializing in Sales/Service workflow automation and business process optimization. Understanding / Solution You need Sales and Service module customization in Business Central with efficient workflow automation. I focus on mapping business processes and implementing approval-driven, event-based workflows to reduce manual effort and improve control. Key Features Sales & Service approval workflows Automated status transitions Email notifications & escalations Role-based approval matrix Audit trail & tracking Technical Approach Business Central workflow engine Extension-based, upgrade-safe customization Minimal code, configuration-first design Relevant Case Study Implemented automated Sales workflows in Microsoft Dynamics (approvals, document handling, SharePoint integration), significantly improving efficiency and compliance. Strong Dynamics background, workflow automation expertise, and proven delivery on enterprise projects. Thanks Lav
€4.000 EUR in 7 Tagen
4,4
4,4

Hi, I’m Karthik, with 10+ yrs experience in Microsoft Dynamics Business Central (BC) customization. I specialize in Sales and Service modules and can help automate workflows to streamline your business processes efficiently. I have a proven track record in translating business requirements into BC customizations, optimizing workflows, and enhancing overall operational efficiency. I am familiar with workflow automation, process optimization, and can provide best-practice solutions tailored to your organization. Relevant Dynamics certifications and previous successful projects back my expertise. I can provide examples of past customizations, including automated approval flows, service ticket management, and sales pipeline optimizations. My approach is collaborative: I analyze your current processes, propose automation strategies, implement in BC, and test thoroughly to ensure smooth adoption. Let’s discuss your workflow goals and how I can deliver a secure, scalable, and efficient BC solution.
€4.900 EUR in 7 Tagen
4,1
4,1

Having worked extensively on Microsoft Dynamics Business Central and with a strong focus on workflow automation, I am confident in my ability to deliver outstanding results on your project. At Modular Solutions, our proficiency extends far beyond just the SD module as we understand the entire platform, including Sales and Service. With a demonstrated ability to comprehend business needs and transform them into appropriate solutions, we always ensure that our customizations optimize both your processes and efficiency. Drawing from my background in business process optimization, I will bring a unique perspective to this project. Having deployed workflow automations in various settings, I deeply understand the value it adds - saving time and reducing manual workloads. Additionally, we are well-versed in utilizing 3rd party apps or building custom ones when the need arises to guarantee that all your requirements are fully satisfied. Notably, all our previous clients have been more than pleased with their projects' outcomes as evidenced by their positive testimonies. Rest assured of consistent transparency from initial planning phases through execution. Hire me now and let us produce an enduring solution that will take your sales and service operation to the next level.
€5.000 EUR in 7 Tagen
4,1
4,1

Hi, How are you? I have Understood your Requirements very Well and these Skills fall into my Portfolio, I believe it's a doable job I have a great experience doing projects with Microsoft dynamics D365, Finance & Operations, X++. While my primary expertise are in Microsoft dynamics d365 finance & operations but i am available for busines central module too. I have certification of Mb300 & MB 500 too, I am confident about getting this done. While I believe we need to have detailed discussion about it. I work as per Eastern time daily so that would be good for us to catch up on this job, Lets discuss this further and get started for you as soon as possible. Thanks!
€4.500 EUR in 25 Tagen
3,7
3,7

Wir verstehen, dass Sie mit Ihrem Projekt starke Ergebnisse und klare KPIs erreichen möchten. Ohne ein erfahrenes Team kann es jedoch eine echte Herausforderung sein, diese Ziele erfolgreich umzusetzen. Wir entwickeln einen maßgeschneiderten Ansatz, der genau auf Ihre Bedürfnisse abgestimmt ist, definieren klare Ziele und liefern kreative, wirkungsvolle Lösungen. Unser Fokus liegt auf messbarem Wachstum – und darauf, dass Sie jederzeit transparent über den Fortschritt informiert sind. Unsere bisherigen Arbeiten können Sie sich hier ansehen: https://www.freelancer.com/u/Lsstudio1228 Lassen Sie uns gemeinsam etwas Großartiges schaffen. LS STUDIO
€3.500 EUR in 7 Tagen
0,0
0,0

Hi, I’m honored to offer my services as a Microsoft Dynamics BC Customization Expert for your project. With extensive proficiency in handling the Sales and Service module, I can provide the necessary customization that encompasses your needs while focusing on effective workflow automation. Throughout my 10 years in the development field, I have consistently proved my proficiency in MERN stack, as well as managed robust database systems like SQL and noSQL. In addition to a solid background in software engineering, I've spent years optimizing business process—a skill which aligns flawlessly with your project's requirements. My approach involves excellent communication to deeply understand your distinct objectives, followed by timely and cutting-edge solutions implementations. Also, I have a strong track record of successful projects, indicating my ability to consistently adapt to changing circumstances. Let's have a quick chat to discuss more in detail. I am looking forward to hearing from you. Best, Sajid.
€4.000 EUR in 7 Tagen
0,0
0,0

Hello, I’m Divya, a Senior Microsoft Expert with 8+ years of experience in Microsoft Dynamics 365 Business Central, Power Platform, and Microsoft 365. I have hands-on experience customizing the Sales and Service modules, with a strong focus on workflow automation and process optimization. I help businesses automate approvals, sales orders, service processes, notifications, and integrations using Business Central workflows, Power Automate, and Azure services. My approach is practical and business-driven—first understanding your requirements, then designing stable, user-friendly workflows that improve efficiency and visibility. Relevant Experience: Sales & Service module customization in Business Central Workflow automation and approvals Business process optimization End-to-end project delivery (analysis to go-live) My Approach: Understand business needs Design optimized workflows Configure and customize Business Central Test, deploy, and support I focus on clear communication, ownership, and reliable delivery—not just development, but real business results. Let’s discuss your requirements and deliver a complete, automated solution. Best regards, Divya
€4.000 EUR in 7 Tagen
0,0
0,0

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