Dynamics 365 CRM Work
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We are a luxury holiday company selling ski holidays in the French Alps. Our company currently uses Dynamics 365 simply as a place to store clients as contacts. We are only just starting to use data fields to be able to better segment our contacts with targeted marketing, and we currently dont use leads or opportunities.
Alongside a helpful voice of advice on best practices with dynamics 365, we’d also like to get the following work done:
Setting up auto numbering for contacts
Syncing up outlook accounts for a number of team members
Syncing up dropbox
Setting up templates for automatic invoicing (we use Quickbooks)
Automated sales reports
Automated Marketing reports
Create a property availability table on CRM that syncs with tables on wordpress site.
We are not looking for a large overhaul or to make this a big project. Simply looking for a one-person-band to do ad hoc work for us on a project basis.
Looking forward to hearing from you
ID проекта: #21970787
22 фрилансеров(-а) готовы выполнить эту работу в среднем за £2609
Greetings! Its Yaqub here, I am certified Dynamics CRM expert. I can configure Dynamics CRM as per your business needs. Lets discuss this project in detail. Regards