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Dynamics 365 WO/Booking Complete Automated PDF Email Report

Freelancer

साझा करें:
placeCA home_workरिमोट assignmentअनुबंध publicएकत्रित नौकरी · CA

event07 सित॰ 2026 को प्रकाशित · verifiedहमने 09 सित॰ 2026 को पुष्टि की कि यह अभी भी लाइव है

क्या यह आपका व्यवसाय है?

US$ 250 – US$ 750 प्रति परियोजना

नौकरी के बारे में

DYNAMICS 365 FIELD SERVICE DEVELOPER - AUTOMATED CUSTOMER PDF REPORTS Peace of Mind Electrical Services uses Microsoft Dynamics 365 Field Service. We need a production-ready solution that automatically generates, stores, and emails branded customer PDF reports at two separate events: 1. When a Bookable Resource Booking is completed. 2. When the associated Work Order is completed. We have some automations already working; when WO is created to send SMS via Twillio and also when complete to send thank you email, but need to create a pdf of the WO with photos and details and send to customer. The reports must use Work Order and Booking data, customer-visible notes, photos, customer signature, itemized charges, tax/discounts, and final price. The solution should use Dataverse/Power Automate, be packaged in a Power Platform solution, prevent duplicate emails, include retries and monitoring, and support secure document storage and customer email delivery. A Word report template and PDF visual reference are supplied. The developer must validate content controls, complete environment-specific mappings, and test PDF conversion. Required experience: - Dynamics 365 Field Service and Bookable Resource Booking/Work Order lifecycle - Dataverse and solution-aware Power Automate flows - Notes/Annotation attachments and image handling - Word content controls and PDF generation - Power Platform ALM, security roles, connection references, and environment variables Please submit: - Your proposed architecture and PDF-generation method - How you will prevent duplicate sends - How custom Completed booking statuses will be detected - Fixed price and timeline by milestone - Licenses or recurring third-party costs - Similar project examples - Assumptions, exclusions, warranty, and availability Generic bids that do not address these points will not be shortlisted. Development must begin in a sandbox. No production credentials will be shared through Freelancer chat. See the attached RFP for full scope and acceptance tests.

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