Frédérick Grobost

CABAIA is a French brand of accessories (bags, beanies, pouches) experiencing strong growth, with a field sales team and an existing Dynamics 365 CE CRM.

Context: The CRM was in place but underutilized — incomplete lead qualification processes, no field visibility, offline mode not functional.

My intervention:

✔️ Took over the existing CRM — audit, fixes, restoration of offline mode

✔️ Implemented the prospect lifecycle (leads → opportunities) with qualification automation

✔️ Developed a Power Apps application for sales reps' field visits with offline mode management

✔️ Developed custom PCF components — direct Google Maps integration into D365 forms

✔️ Integrated Aircall ↔ D365 for call logging in the CRM

✔️ Trained internal teams on daily CRM usage

Stack: Dynamics 365 CE (Sales) · Power Apps · Power Automate · Dataverse

Linxea is an online broker specializing in savings (life insurance, retirement plans, REITs), with sales teams and customer service relying on Dynamics 365 CE daily.

I have been supporting Linxea since early 2023 — a true embedded technical right-hand role on a broad scope: CRM Sales, Customer Service, and Customer Insights.

What I have implemented:

✔️ Configuration and evolution of the CRM environment (tables, fields, business rules, views, forms)

✔️ Development of C# plugins and Azure WebJobs for back-end processing

✔️ Development of client-side JavaScript scripts for forms

✔️ Third-party tool integrations: Aircall · Intercom · Calendly ↔ Dynamics 365

✔️ Automation of business processes via Power Automate

✔️ Design of Power BI dashboards for sales and customer service steering

✔️ Elaboration of functional specification documents for evolutions

✔️ Performance optimization and bug fixing for existing plugins

3 years of continuous support — this is what I offer: a consultant who knows your business, not a provider who starts from scratch every six months.

Stack: Dynamics 365 CE (Sales, Customer Service, Customer Insights) · Dataverse · Power Automate · Power BI · C# Plugins · Azure WebJobs · JavaScript · Aircall · Intercom · Calendly

EXSTO is an industrial ETI based in Romans-sur-Isère (360 employees, €69M revenue), specializing in high-performance elastomer solutions.

International presence (France, Italy, Brazil, US), 4 business units (Industries, Healthcare, Subsea, Auto), and +1,700 active clients.

Experiencing strong growth through acquisitions, supported by IDI.

Winner of the Bpifrance Auvergne-Rhône-Alpes SME Accelerator program.

Mission: Implement Dynamics 365 CE from scratch to structure the sales management of a multi-country/multi-business group.

What I implemented:

✔️ Design and deployment of a multi-entity CRM covering 4 countries (FR, IT, Brazil, US) and 4 business units

✔️ Scoping workshops with sales teams from each BU — each with its own sales cycles and specific business needs

✔️ Structuring of the sales cycle (leads → opportunities) adapted per business unit

✔️ Integration of Field Service (marketing automation) with the CRM

✔️ Custom JavaScript developments

✔️ Automation of business flows via Power Automate

✔️ France cutover in November 2024, followed by international deployment (IT, Brazil, US) within the following 3 months

✔️ ERP integration in progress

The challenge: a single CRM that must serve a salesperson selling mass-produced auto parts and another responding to a custom subsea tender. Not the same cycle, not the same data, not the same KPIs — but a single coherent tool. Deployed in 7 months, 4 countries live in 10 months.

Stack: Dynamics 365 CE (Sales) · Dataverse · Power Automate · JavaScript · Field Service