CRM System Development with Power Platform

@AwaisChaudhry

Hello, I understand that you are looking for an experienced developer to create a CRM system using the Power Platform Plan Designer, starting with the crucial task of developing a Product Requirements Document (PRD) with Copilot M365 Notebooks. My background in CRM development, particularly with Microsoft Power Platform tools, positions me well to meet your expectations. I will ensure the PRD aligns with your specific needs, referencing the helpful YouTube video you mentioned. I have the skills necessary to set up users, connect to Outlook, and implement the required functionality like in-cell editing, appointment reminder emails, and more. Furthermore, I am ready to discuss additional development needs regarding user customization, appointment requests, and training on Teams for your employees. Can you provide more details on the specific features you want in the PRD that are not covered in the video? Thanks, Muhammad Awais

@Solutionzhere

Hi, Your project's modules align neatly with our skill set. Our prior work with contacts, companies, activities and entities means we understand how to construct these specific features that you are looking for. Our familiarity with scheduling/calendar systems will enable us to create an Outlook style calendar with auto-fill addresses for your convenience. The ability to navigate cell editing smoothly is another area where we've previously excelled. Let's get in touch on chat to discuss further. Warm regards, Team SolutionzHere

@raheelkxoftech

Greetings, With over 15 years of experience as a technology and business professional, I am confident I can help you design and deliver the CRM solution you’re seeking on the Microsoft Power Platform. I have a deep passion for the Microsoft ecosystem and have worked extensively with Power Apps, Power Automate, SharePoint Online, and Microsoft 365 services to build scalable business applications. In this project, I understand the first priority is to produce a comprehensive Product Requirements Document (PRD) using Copilot M365 Notebooks. I am very familiar with the Power Platform Plan Designer approach and how to translate requirements into structured PRDs that allow Copilot to generate a tailored CRM system. From your description, I can deliver: -Initial OOB setup: 3 users, Outlook connection, Outlook-style calendar, in-cell editing, and auto-fill addresses. -Entities: Contacts, Companies, Activities, Members (linked to Contacts), and Categories. -Functionalities: Last/Next Appointment fields, Appointment reminder emails, Word template mail merge (from local drive), and customized views/forms. Worked for: -Ministry of Education Dubai -Ministry of Social Affairs Dubai -Emirates Airlines (public portal) -Ministry of Finance, Diplomatic Institute of Qatar -LogicalOutcomes Canada (Office 365 Portal) Let’s connect to discuss the PRD and outline the deliverables and timeline. Rahim

@Appworldz

Hello, I specialize in CRM solutions using Microsoft Power Platform, Dynamics 365 and Power Apps with strong hands-on experience in building tailored systems for financial services and consulting firms. I’ve worked with Copilot-driven development, PRD creation and have guided teams on how to leverage Copilot to quickly generate working CRM structures without unnecessary complexity. For your project, I will begin by producing a detailed, accurate Product Requirements Document (PRD) in Copilot M365 Notebooks, closely aligned to your specifications. I estimate about 20–25 hours at $25/hour to complete the PRD and initial setup. Would you like the PRD written in a highly technical format for developers or more business-focused language so it doubles as documentation for your team? Awaiting your reply, Best regards, Sahanaj

@gigatorb

Hi, I understand your goal clearly you want a lean, customized CRM built with the Power Platform Plan Designer, where the PRD is the critical first step. With 18+ years in CRM, Dynamics 365, and Power Platform development, I specialize in turning business workflows (like yours as a financial advisor) into scalable, low-code CRM systems that don’t need constant developer involvement. Quick Action Plan: Use Copilot M365 Notebooks to generate a detailed PRD aligned with your video reference. Set up the OOB features (3 users, Outlook integration, calendar, in-cell editing, autofill, reminders, merge letters, entities & forms). Build future-ready extensibility: ad-hoc column creation, appointment requests, and simple merge letter workflows. Provide hands-on training for you and your team on using, extending, and collaborating within the system. As I’m eager to build long-term partnerships, I’m offering my full expertise at a discounted initial rate to build trust and deliver beyond expectations. Let’s connect for a free 15-min chat (no obligation, just value!) so I can walk you through how the PRD + Plan Designer setup will match your exact financial advisory workflows. Thanks Lav

@HiraMahmood4072

Hi, I hope you're doing well. I understand you're looking for CRM System Development with Power Platform I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience PowerApps, Power Automate, Microsoft 365 .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you

@nidhip091

Hello, I can help you create a comprehensive Product Requirements Document (PRD) using Copilot M365 Notebooks, aligned with the approach demonstrated in “I recreated Dynamics CRM using Power Platform Plan Designer”. Here’s my approach: Draft a clear and detailed PRD for your CRM using Copilot for M365 Define all entities (Contacts, Companies, Activities, Members) and relationships Specify features such as Outlook integration, in-cell editing, auto-fill addresses, last/next appointment fields, and appointment reminders Include requirements for views, forms, and merge letter functionality with Word templates Plan for future enhancements like user-created columns, appointment request emails, and collaboration tools I have experience with Power Platform Plan Designer, Dynamics 365 customizations, and Copilot for PRD generation. My focus will be to ensure the PRD captures everything for Copilot to build the CRM as per your specifications. Let’s collaborate and get your PRD ready for implementation. Best Regards, Nidhi

@alirashdi26

Hi Jim K., I understand you are looking for an experienced developer to create a CRM system utilizing the Power Platform Plan Designer, specifically focused on producing a Product Requirements Document (PRD) using Copilot M365 Notebooks. My extensive background in CRM development and proficiency in Microsoft Power Platform tools, including PowerApps and Power Automate, aligns perfectly with your needs. Having over 5 years of experience, I have successfully developed various CRM systems while ensuring efficient documentation and setup processes. I've created effective solutions including user setups, calendar integration, and entity management, and am familiar with tailoring applications to meet specific business needs. For examples of my previous work, please check my portfolio: https://www.freelancer.com/u/alirashdi26 I am eager to assist you in refining your PRD and getting this CRM project off the ground. Thank you, Regards, Ali Rashdi

@AITSoft

Hello, I understand that you are looking for an experienced developer to create a CRM system using the Power Platform Plan Designer, focusing initially on producing a detailed Product Requirements Document (PRD) with Copilot M365 Notebooks. I have substantial experience in CRM development, particularly with Microsoft Power Platform tools, which will enable me to effectively capture and detail your requirements. My approach will involve studying the referenced YouTube video to ensure that the PRD aligns with your vision, while also incorporating your specifications for user setup, calendar integration, and other essential features that you outlined. I'm confident in delivering a robust and clear PRD that will serve as a strong foundation for the CRM development with Copilot. What experience do you have in building CRMs with Power Platform Plan Designer and using Copilot M365? Thanks, Shamshad

@bilal0004

Hello, I am excited about the opportunity to develop a CRM system utilizing the Power Platform Plan Designer. With my extensive background in CRM development and proficiency in Microsoft Power Platform tools, I am well-prepared to create a comprehensive Product Requirements Document (PRD) tailored to your specifications. I have successfully built CRM solutions with Copilot M365 Notebooks, and I am familiar with the process illustrated in the YouTube video, "I recreated Dynamics CRM using Power Platform Plan Designer." I understand that the PRD is crucial for this project, and I will ensure that it clearly outlines your requirements, including user setups, Outlook connectivity, and specific functionalities like appointment reminders and custom views. Moreover, I appreciate your focus on future enhancements like user flexibility to create new columns and send appointment request emails. I can provide ongoing support and collaborate with your team to ensure seamless training and implementation. Thanks, Bilal

@kamran2012

Hello there, I can build this CRM for you using Power Platform Plan Designer and Copilot. I've worked with the Power Platform quite a bit and know that getting the PRD right is absolutely crucial - mess that up and Copilot will build you something completely wrong. I watched that YouTube video you mentioned, good stuff. The requirements you listed are pretty standard CRM functionality, but the tricky part will be making sure Copilot understands exactly what you want for the custom entities and the specific workflow around appointments and merge letters. The C drive template integration might need some creative thinking. I like that you're thinking ahead about the column creation feature - that's smart planning. Most people don't realize they'll need that flexibility until they're already locked into something rigid. Shoot me a message and we can talk through your specific workflow. I want to make sure I nail the PRD so you get exactly what you need without all the Dynamics bloat. Looking forward to potentially working together on this project. Best regards, Kamran

@tknologic

Dear jwk, With over 15 years of IT experience across various industries, I am confident in my ability to assist you with developing a CRM system using the Power Platform Plan Designer. I have a strong background in CRM development and Microsoft Power Platform tools, making me well-equipped for the task at hand. I am familiar with creating Product Requirements Documents (PRD) using Copilot M365 Notebooks, as showcased in the video "I recreated Dynamics CRM using Power Platform Plan designer," and I am ready to tackle this project with precision and efficiency. Your requirements for setting up users, connecting to Outlook, implementing in-cell editing, auto-filling addresses, managing entities, and more align with my expertise. Let's discuss your project further to ensure a successful outcome. I look forward to the opportunity to work together on this project. Warm regards, Duane Hugh Butler

@nlivenvw

Hi there, We understand you are looking for an experienced developer to create a CRM system using Power Platform Plan Designer, starting with a Product Requirements Document (PRD) created in Copilot M365 Notebooks. Our team has extensive experience in CRM development and Microsoft Power Platform tools, and we are confident that we can deliver the right solution for you. We understand that the initial focus will be on setting up the system with three users, connecting to Outlook, implementing an Outlook-style calendar, in-cell editing, auto-fill addresses, and specified entities. Could you provide more details about the "views and forms per your specs" you need creating? Also, in terms of training, would you prefer web-based training or onsite sessions for your employees? We are ready to start immediately and look forward to discussing your project further. Best Regards, Rohit

@AutomateBoring

Hi, I understand your project focuses on creating a fully functional CRM using Microsoft Power Platform Plan Designer, with the critical challenge being an accurate and complete Product Requirements Document (PRD) via Copilot M365 Notebooks. I have extensive experience building CRMs with Power Platform, including customizing entities, automating workflows, and integrating with Outlook and Teams. My solution: 1) use Copilot in M365 Notebooks to draft a detailed PRD mapping all entities, forms, views, and workflows; 2) configure the CRM with OOB features—3 users, Outlook connection, calendar, in-cell editing, auto-fill addresses, entities (Contacts, Companies, Activities, Members), categories, last/next appointment tracking, email reminders, and merge letters from local Word templates; 3) create forms and views per your specifications; 4) provide a framework for future ad hoc column creation, appointment emails, and task collaboration. I’ll ensure the PRD aligns perfectly so Copilot generates the CRM with minimal iteration.

@ankittiwari226

Hi , I am Ankit a Power Platform developer more than 6 year of experience .Could you please give me a chance to work with you . I have developed more than 15 app on power app. Thankyou

@inertiasoftltd

With my extensive experience in web solutions and over 8 years in tailoring meaningful digital experiences, I am prepared to bring your vision for this CRM system to life. I understand the specific need for a PRD, having implemented Copilot M365 Notebooks before, and will create a meticulous and comprehensive document to guide the development process. My expertise lies not only in coding but in crafting user-centric solutions that are both efficient and simple to use. Launching with out-of-the-box features like user setup, Outlook connection, calendar styling, auto fill addresses and others is something I've accomplished multiple times. Additionally, I am well-versed in creating entities like contacts, companies, activities and embedding categories that streamline your financial advising operations such as the fields for 'last appointment' and 'next appointment', automatic appointment reminder emails along with merge letter templates。 Planning ahead, I understand the need for future scalability. Hence, enabling features like on-the-fly column creation (as seen in Dynamics 365 Finance and Operations) and sending appointment request emails without 'bookings' functionalities would be no challenge for me. Even further on the horizon, training on tasks collaboration using Teams can be effortlessly orchestrated.

@dhruvs650

"Hello, I can develop a customized CRM system using Microsoft Power Platform tailored to your business needs. The solution will include efficient data management, automated workflows, dashboards, and seamless integration with your existing tools. My focus will be on building a user-friendly, scalable, and secure CRM that improves customer engagement and streamlines your business processes."

@Feriver

Hello, I understand you’re looking for an experienced developer to create a custom CRM system using Microsoft Power Platform Plan Designer with the initial focus on drafting a precise Product Requirements Document (PRD) via Copilot M365 Notebooks. With a strong background in PowerApps, Power Automate, and Microsoft 365, I can design and configure your CRM to deliver out-of-the-box features including Outlook integration, in-cell editing, auto-fill addresses, calendar management, and essential entities such as Contacts, Companies, Activities, and Members. My approach will begin with building a detailed PRD aligned to your specifications, ensuring Copilot generates the CRM structure you need without unnecessary complexity. I will then configure workflows for appointment reminders, Word merge letters using templates, and personalized forms and views, making the system intuitive and aligned with your financial advisory processes. This ensures all required OOB functionality is operational quickly and efficiently. Thanks, Asif

@hassansuhail93

Hello, I can create your CRM system using Power Platform Plan Designer, producing an accurate PRD with M365 Copilot, setting up users, entities, calendars, appointment reminders, and Word merge templates—all ready for further customization and ad-hoc column creation. Cheers,

@daliborp1

Dear, Hope this message finds you well. I am Dalibor, and I am currently seeking new challenges. Believe that my experience and my skills in my previous career would allow me to add significant value to your ongoing projects. I would appreciate the opportunity to discuss how my background, skills, and enthusiasms align with the goals of your project. Looking forward to the possibility of discussing exciting opportunities with you. Best, Dalibor P.