
Closed
Posted
Paid on delivery
Fursah Management Platform – Technical Build Specification Version: 2.0 1. Overview The Fursah Management Platform is an integrated solution within the Microsoft ecosystem, designed for a small-to-medium training institute to manage the complete sales lifecycle, project delivery, financial tracking, and performance reporting. The platform uses: Dynamics 365 Sales for CRM and opportunity management. Microsoft Dataverse as the unified data layer. SharePoint Online for structured document storage. Power Automate for process automation. Power BI for real-time analytics. The goal is to deliver a seamless, automated sales-to-delivery process that is scalable, efficient, and provides real-time visibility to decision-makers. 2. Objectives End-to-End Process Tracking – Manage opportunities from lead generation to closure. Automation – Automatically create projects, folders, and links when opportunities are won. Financial Control – Track invoices, expenses, VAT, WHD, and Zakat. Centralized Documentation – Organize all opportunity and project files in SharePoint. Real-Time Reporting – Enable sales, project, and finance dashboards in Power BI. Security & Compliance – Implement role-based access and auditing. 3. System Architecture Dynamics 365 Sales – Opportunity, account, and contact management. Dataverse – Stores opportunity, project, financial, and partner data. SharePoint Online – Library for structured document storage. Power Automate – Handles workflow automation for folder creation, project setup, and notifications. Power BI – Connects directly to Dataverse for reporting and KPIs. All components are tightly integrated using standard Microsoft connectors to ensure data consistency and automation reliability. 4. Core Functional Components 4.1 Opportunity Management Naming convention: FUR-### format. Sales stages: Lead Generation → Prospecting → Qualification → Proposal → Negotiation → Won Sale → Lost Sales. Conditional fields based on source: Direct Sales → “Direct Sales Lead” field. Referral → “Referral Provider” field. Subcontracting → “Subcontracting Partner” field (mandatory). Lost Sales must include a reason. Linked to Accounts (clients) and optionally Products. 4.2 Project Management Automatic project creation when opportunity is marked “Won Sale.” Project phases: Initiation → Planning → Execution & Monitoring → Closing. Each project is linked back to its originating opportunity. Project manager assignment on creation. 4.3 Financial Tracking Cash In: Payment amount, VAT, total invoice value, status, estimated Zakat, and due dates. Cash Out: Recipient, cost, VAT, total cost, payment date, and status. Automatic VAT calculation at 15%. Optional WHD and Zakat fields for reporting. 4.4 Document Management Automated SharePoint folder creation upon new opportunity creation. Folder name: “FUR-### – ClientShortName – ProjectName.” Opportunity folders contain: RFP, Financial Proposal, Technical Proposal, Communications. Project folders contain: Kick Off, Planning, Vendors, Deliverables. SharePoint folder URL stored in the Dynamics record. 4.5 Reporting & Dashboards Sales KPIs: Pipeline by stage, win rate, source performance, representative performance. Project KPIs: Active projects by phase, overdue deliverables, budget vs. actuals. Financial Reports: 12-month rolling cash flow, forecast vs. actual revenue, Zakat projections. 5. Automation Workflows 5.1 Opportunity Creation → SharePoint Folder Trigger: New opportunity created in Dynamics 365 Sales. Actions: Generate FUR-### code. Create SharePoint folder in “SalesDocuments” library. Create subfolders: RFP, Financial Proposal, Technical Proposal, Communications. Save folder URL in “Project Folder URL” field. 5.2 Opportunity Won → Project Creation Trigger: Sales Status changed to “Won Sale.” Actions: Create project record linked to opportunity. Set status to Initiation. Create “Project” subfolder under opportunity folder. Add subfolders: Kick Off, Planning, Vendors, Deliverables. Notify Project Manager via Teams and email. 6. Security Roles & Permissions Sales Representative – Create, read, update own opportunities; read linked projects; read-only document access. Sales Manager – Full access to all opportunities; read all projects. Project Manager – Read opportunities; full access to linked projects; edit project folders. Finance Officer – Read opportunities and projects; full access to Cash In/Out; edit financial folders. 7. Power BI Reporting Specification DirectQuery connection to Dataverse. Core measures: Total VAT, Win Rate, Cash Flow Balance. Dashboards: Sales pipeline funnel. Sales by representative, product, and source. Project portfolio by status. 12-month cash flow forecast. Role-level security to restrict data visibility by role. 8. Implementation Phases Phase 1 – Environment Setup Provision Dynamics 365 Sales, Dataverse, and SharePoint. Migrate existing account and partner data. Phase 2 – Sales Module Customize Opportunity entity. Configure forms, fields, and business rules. Phase 3 – Project Module Create Project entity. Link projects to opportunities. Configure financial child entities. Phase 4 – Automation Build Power Automate flows for folder creation and project setup. Phase 5 – Reporting Build Power BI dashboards and connect to Dataverse. Phase 6 – Training & Go-Live Provide role-based training. Move solution to production. 9. Developer Notes Enforce naming and mandatory field rules through business rules and Power Automate validations. Enable auditing in Dataverse for all key entities. Include error handling and notification in all flows. Align SharePoint permissions to Dynamics 365 security model via automation. This structure gives the engineer: A clear overview of what to build. Entity field details without table clutter. Automation logic in sequential form. Security model and deployment roadmap.
Project ID: 39696842
63 proposals
Remote project
Active 9 mos ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
63 freelancers are bidding on average $569 USD for this job

Hello, I understand your need for the Fursah Management Platform, which will integrate with the Microsoft ecosystem to enhance the management of sales, project delivery, financial tracking, and reporting for your training institute. My approach would involve utilizing Dynamics 365 Sales for CRM, Microsoft Dataverse for data management, and Power BI for insightful reporting. I will ensure a seamless automation process from opportunity management to document handling, while maintaining strong security and compliance measures. My plan is to set up the environment, customize the necessary modules, and build automation workflows efficiently, all while focusing on real-time reporting capabilities that meet your objectives. I am confident I can deliver a solution that aligns perfectly with your specifications and expectations. What are your expectations regarding the timeline for each implementation phase and any specific milestones you want to achieve? Thanks, Muhammad Awais
$750 USD in 14 days
7.5
7.5

Hello, As a seasoned team of engineers and developers at Live Experts, we bring a wealth of skills and experience that perfectly align with your vision for the Fursah Management Platform. We've extensively worked with Microsoft's suite of tools- including Dynamics 365 Sales, SharePoint Online, Power Automate, and Power BI- cementing our understanding of how best to integrate them for maximum efficiency. In any project we undertake, our top priority is to transform your ideas into a tangible reality that not only meets your specific needs but also delivers an excellent user experience. Our proficiency in Software and Data Analysis - specifically Power BI - empowers us to construct dynamic, real-time dashboards that precisely encapsulate all the crucial information decision-makers require. This is invaluable when establishing meaningful sales, project, and financial KPIs and metrics. Furthermore, our mastery over automation software like Power Automate ensures we can deliver on your objectives for end-to-end process tracking and financial control without compromising data consistency or process reliability. I firmly believe that choosing us for this project would not only guarantee 100% client satisfaction but it would also deliver a management platform that is scalable, efficient, secure and importantly a platform which provides real-time visibility to decision makers Thanks!
$750 USD in 1 day
7.3
7.3

Hello, I understand you require a fully integrated Fursah Management Platform within the Microsoft ecosystem, combining Dynamics 365 Sales, Dataverse, SharePoint, Power Automate, and Power BI to manage the full sales-to-delivery lifecycle. I have extensive experience in Dynamics 365 customization, Dataverse schema design, Microsoft automation, and BI dashboard development, enabling me to deliver a scalable, automated solution exactly as specified. For your project, I will customize Dynamics 365 Sales for opportunity and project tracking, enforce your FUR-### naming conventions, and implement business rules for conditional fields. Power Automate will create and structure SharePoint folders on opportunity creation and auto-generate linked projects on “Won Sale” status. Financial tracking entities will handle VAT, WHD, Zakat, and cash flow, with automated calculations. SharePoint folder URLs will be stored directly in Dynamics for easy access, with permissions aligned to your security roles. Power BI dashboards will use DirectQuery to Dataverse for real-time KPIs, including sales pipeline analysis, project portfolio overviews, and rolling cash flow forecasts, with role-level security. The build will follow your phased approach—environment setup, module customization, automation, reporting, training, and go-live—ensuring clean handover, documentation, and error-handled automation. Best regards, Asif
$750 USD in 11 days
5.8
5.8

Hi, I propose to design, configure, and deploy the Fursah Management Platform as specified, fully integrated within the Microsoft ecosystem (Dynamics 365 Sales, Dataverse, SharePoint Online, Power Automate, Power BI). The solution will provide seamless lead-to-project tracking, automated document and project setup, VAT/WHD/Zakat-ready financial tracking, and secure role-based access. Key deliverables: - Customized Opportunity & Project entities with naming, stages, and conditional fields. - Automated SharePoint folder creation and linking via Power Automate. - Project auto-creation upon “Won Sale” with assigned PM and structured folders. - Financial tracking modules with 15% VAT automation. - Power BI dashboards for sales, project KPIs, and cash flow, with RLS by role. - Full alignment of SharePoint permissions to Dynamics 365 security. I will ensure compliance, scalability, and reliability, delivering a user-friendly, fully integrated platform ready for training and go-live. Thanks, Hercules
$500 USD in 7 days
6.0
6.0

Hi, Building the Fursah Management Platform falls right within the realms of my expertise. With an impressive background in Automation, CRM, Power Automate and Power BI; I am primed to transform your training institute's workflow suitably. My proficiency in Microsoft Business Central 365, PowerApps, Azure, and SharePoint mitigates any concerns about the seamlessness of the integration or any technical compatibility issues that may arise on this project. Further attesting to this expertise, I hold remarkable achievements in building such solutions that optimized processes, elevated organizations' performance and delivered robust automation suites. Let's talk more on chat and go ahead. Cheers, Team SolutionzHere
$800 USD in 5 days
5.9
5.9

Hello, I’ll develop the Fursah Management Platform with end-to-end automation, integrating Power Automate, SharePoint, and related Microsoft 365 tools to streamline your workflows. The system will cover opportunity posting and management, user onboarding, document handling, notifications, and reporting—ensuring smooth operations and scalability. Questions: – Should user authentication be linked to Microsoft accounts (Azure AD) for single sign-on? – Will the platform require role-based access for different user types (e.g., admins, opportunity providers, applicants)? – Should reports be generated in real time or on a scheduled basis? I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012. Looking forward to potentially working together on this project. Thanks and Best regards, Kamran.
$500 USD in 7 days
5.6
5.6

Good day !! How do you envision the Fursah Management Platform transforming your current processes? I’ve got a solid approach to streamline the integration of Dynamics 365, Dataverse, SharePoint, and Power BI. To enhance efficiency, I can set up automated workflows that create projects and documents seamlessly when opportunities are won. This allows real-time visibility and better management of the sales-to-delivery lifecycle. This solution will also ensure your data is organized in SharePoint and easily accessible via Power BI dashboards. With my experience in Microsoft technologies and automation, The amount I’ve put in is just a placeholder—we can talk about the budget via chat Best Regards, Muhammad Abrar
$500 USD in 20 days
5.5
5.5

Hi, With over 7 years' of experience in developing digital solutions on platforms such as Dynamics 365, Salesforce CRM, SAP, my team and I are well-versed in delivering robust, scalable solutions optimized for managing complex systems like the Fursah Management Platform. We have worked extensively in various industries with clients requiring diverse features akin to your project scope for Manufacturing, Retail, Travel, Finance and logistic. Infusing your platform with Power BI means putting real-time performance data in the hands of key decision-makers in a visually intuitive manner. Our deepest commitment is to streamline your entire sales lifecycle providing operational efficiency at each stage until closing the opportunity loop with meticulous detail using automation technologies. Let's discuss more on chat and go ahead with the project. Regards, Sahanaj
$800 USD in 5 days
5.3
5.3

Hi There!!! I have thoroughly read your detailed Fursah Management Platform specification and understand you want a Microsoft ecosystem solution integrating Dynamics 365 Sales, Dataverse, SharePoint, Power Automate, and Power BI for sales, project, financial tracking, and reporting automation. I am best fit for this project because of my strong expertise in Microsoft Power Platform, CRM customization, and automation workflows. * Extensive experience with Dynamics 365 Sales and Dataverse customization * Proficient in building Power Automate flows for process automation and notifications * Skilled in designing Power BI dashboards with role-level security for real-time analytics I offer design, database setup, testing, source code delivery, and support for seamless deployment. With 9+ years as a full stack developer specializing in Microsoft business solutions, I have delivered CRM and management platforms for training institutes and SMEs. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$289 USD in 21 days
4.9
4.9

Hello, I have reviewed your Fursah Management Platform requirements and understand the need for a tightly integrated Microsoft-based solution that covers the complete sales-to-delivery lifecycle with automation, financial tracking, and real-time reporting. I have experience implementing end-to-end business systems using Dynamics 365 Sales, Microsoft Dataverse, SharePoint Online, Power Automate, and Power BI. This includes customizing entities, enforcing business rules, automating project and folder creation, integrating role-based permissions, and building interactive dashboards connected directly to Dataverse. I have also delivered financial tracking modules with VAT/WHD/Zakat logic and aligned SharePoint permissions with Dynamics security models. Thank you,
$750 USD in 7 days
5.0
5.0

I've successfully built similar SaaS platforms using a microservices architecture with Node.js and React, integrating with Stripe for payment processing – resulting in a 40% increase in user engagement for my previous client. My expertise lies in crafting scalable, secure, and user-friendly applications. My approach involves Agile development, focusing on iterative sprints. We'll begin with a robust API built using Node.js and Express, leveraging PostgreSQL for a reliable database. The frontend will utilize React, ensuring a responsive and intuitive user experience. Continuous integration and deployment (CI/CD) will be implemented using Docker and Kubernetes for seamless updates and scalability. Security best practices will be integrated throughout the development lifecycle. Ready to discuss your specific requirements for the Fursah Management Platform? Could you share details on your desired user roles and functionalities so I can tailor the architecture and feature set precisely to your needs?
$655.70 USD in 21 days
5.8
5.8

This is right up my alley—I can build your Fursah platform across Dynamics 365, Dataverse, Power Automate, SharePoint, and Power BI exactly to spec, with automation, dashboards, and role-based access fully integrated. The build will follow the implementation phases smoothly, with validation, error handling, and auditing in place. Are there any existing solutions or legacy systems we need to consider for data migration beyond accounts and partners?
$750 USD in 15 days
4.8
4.8

Hi, Your vision for a seamless sales-to-delivery process is exactly where I thrive with 18+ years of experience in Dynamics 365, Power Apps, Power Automate, and Power BI, I’ll help you build a fully automated, secure, and scalable platform that delivers real-time visibility to decision-makers. Setup & Configuration – Provision Dynamics 365 Sales, Dataverse, SharePoint, migrate existing data. Sales Module – Customize Opportunities (naming rules, sales stages, mandatory fields). Project Module– Auto project creation, linked to opportunities with structured phases. Financial Tracking – Implement Cash In/Out entities with VAT, WHD, and Zakat automation. Automation – Build Power Automate flows for folder & project creation + notifications. Reporting – Develop Power BI dashboards for sales pipeline, project KPIs, and cash flow. Training & Go-Live – Role-based training, production deployment, security alignment. Would you like me to also implement automated SharePoint permission syncing with Dynamics security roles, so your document access stays 100% compliant with your security model? Let’s connect for a free 15-min chat no obligation, just value. I’d love to walk you through how I can bring the Fursah Management Platform to life. Thanks Lav
$500 USD in 7 days
4.5
4.5

Having spent the last 6 years of my career in software development and automation, I’ve mastered a comprehensive range of relevant tools and technologies that would make a positive impact on your Fursah Management Platform. My skills extend across the Microsoft ecosystem with a strong command of Dynamics 365 Sales, Microsoft Dataverse, SharePoint Online, Power Automate和Power BI. Moreover, my wide-ranging programming skills like React, Laravel, MySQL, and MongoDB will prove invaluable in implementing seamless automated processes across the platform and ensuring data consistency. Combined with my experience in building custom management applications based on specific client needs,I have the expertise to efficiently manage opportunities throughout their lifecycle from lead generation to closure,to handle financial tracking proficiently by tending to invoices,expenses,VAT,WHD and Zakat. Combining all this information into comprehensive financial & project reports maintaining robust security measures along the way. Let’s work together to transform your platform into an automated sales-to-delivery system that not only empowers decision-making but also makes for efficient and dynamic trackin
$500 USD in 7 days
4.0
4.0

Hello Abdullah, I am excited about the opportunity to develop the Fursah Management Platform. With over 7 years of experience in software development, I have a strong background in creating integrated solutions within the Microsoft ecosystem, particularly with Dynamics 365, Power Automate, and Power BI. I have successfully implemented end-to-end processes that enhance automation and real-time reporting, aligning perfectly with your project objectives. My expertise in financial tracking and document management will ensure that the platform meets your requirements for security and compliance. I am confident that my skills will contribute to delivering a scalable and efficient solution that provides real-time visibility for decision-makers. Thanks, Andrii
$500 USD in 2 days
4.1
4.1

Hello Abdullah, I am excited about the opportunity to develop the Fursah Management Platform, an integrated solution that promises to revolutionize the way your training institute manages its operations. Leveraging Microsoft Dynamics 365, Dataverse, SharePoint Online, Power Automate, and Power BI, I understand the importance of creating a seamless and efficient process from lead generation through to project completion. My expertise in CRM systems and automation aligns perfectly with your objectives, particularly in implementing role-based access, financial controls, and real-time reporting. With a tailored approach to your project management needs, I will ensure that the platform not only meets but exceeds your expectations, fostering improved visibility and decision-making capabilities. I am keen to discuss how we can optimize the development process to ensure all components are tightly integrated and functional as intended. What specific features or customizations are you looking for in the reporting dashboards? Thanks, MAKSYM
$555 USD in 5 days
3.4
3.4

Hello Abdullah, I have carefully reviewed the Fursah Management Platform Development project requirements, and I am excited to propose my services for this innovative project. The Fursah Management Platform aims to streamline sales processes, enhance financial tracking, and provide real-time reporting through Microsoft's integrated ecosystem. I am confident in my expertise in Data Visualization, Software Development, Power BI, Power Automate, CRM, and Automation to successfully execute this project. I propose a detailed implementation plan encompassing environment setup, module customization, automation workflows, and reporting specifications. My approach ensures seamless integration and efficient functionality across Dynamics 365 Sales, Dataverse, SharePoint Online, and Power BI. Additionally, I will prioritize security and compliance by implementing role-based access and auditing mechanisms. The project phases will be meticulously executed, starting from environment setup to training and go-live, ensuring a smooth transition and user adoption. I will enforce naming conventions, automate folder creation, and develop insightful dashboards for real-time decision-making. By leveraging my skills and experience in software development and data visualization, I am confident in delivering a scalable, efficient, and secure Fursah Management Platform that meets your institute's specific needs. I look forward to collaborating with you on this exciting project. Given the sophistic
$585 USD in 8 days
3.5
3.5

Hello, I liked your project Fursah Management Platform Development, which aligns perfectly with my professional expertise. I bring extensive experience in CRM, Software Development, Data Visualization, I can ensure timely delivery within 3 days. I'm committed to exceeding your expectations and would welcome the opportunity to discuss your requirements in detail.
$250 USD in 3 days
3.8
3.8

Fursah Management Platform – Technical Build Specification Version: 2.0 I am the perfect fit to bring your Fursah Management Platform to life with my expertise in the Microsoft ecosystem. From Dynamics 365 Sales to Power Automate, I specialize in creating seamless, automated processes that drive efficiency and real-time visibility. With a focus on end-to-end process tracking, automation, financial control, centralized documentation, and real-time reporting, I guarantee a scalable and secure solution. Let's chat more about how I can deliver exceptional results for your project. Best, HustLanceX
$550 USD in 14 days
2.4
2.4

Hello, I can design and implement the Fursah Management Platform as per your detailed specifications, fully integrated within the Microsoft ecosystem. I have experience in Dynamics 365 Sales customization, Dataverse architecture, SharePoint automation, and Power BI reporting, ensuring seamless sales-to-delivery tracking, financial monitoring, and role-based security. I’ll deliver all automation flows, dashboards, and a compliant, scalable setup aligned with your process. Best Wishes, Fizza Nadeem
$400 USD in 7 days
2.4
2.4

Riyadh, Saudi Arabia
Member since Dec 6, 2016
$10-30 USD
$100 USD
$30-250 USD
$30-250 USD
$250-750 USD
₹12500-37500 INR
£250-750 GBP
$250-750 USD
$30-250 USD
₹600-1500 INR
₹1500-12500 INR
₹1500-12500 INR
₹600-1500 INR
₹750-1250 INR / hour
$750-1500 USD
₹12500-37500 INR
₹12500-37500 INR
₹1500-12500 INR
₹600-1500 INR
₹750-1250 INR / hour
$100-125 USD
₹750-1250 INR / hour
$2-8 USD / hour
₹750-1250 INR / hour
$15-25 USD / hour