We have recently done a light implementation of Dynamics and need some help to manage the platform and drive enhancements to the platform which will be driven by the business and by yourself. The platform is currently configured primarily as a sales pipeline tool however we want to expand to a more comprehensive relationship mgmt tool. We're a financial
Hi H John D., I noticed your profile. Im working on a small project where I am using Excel with an ODATA connection to Dynamics CRM. Id like some assistance in developing the excel sheet to pass the variable to the ODATA query so that I dont end up with an entire database being returned to the excel sheet. Is this something you'd be able to assist with
Setting up a Microsoft Dynamics 365 + Portal account to develop a Real Estate CRM. The goal of this project is to hire a professional who can offer consulting information and also help in the development and set up of the CRM and its portal. It's not required to develop the entire CRM, we just need help to set up the architecture - allready designed
...Minimum extendable Skills: o Microsoft Dynamics AX2012 Functional Knowledge o Technical Knowledge of Microsoft Dynamics AX2012 ( How Integrations works , Identify Exception & Solving Issues , etc) o Finance Domain Knowledge o SQL ( Oracle & MS SQL ) Experience: Four Years of experience in Implementing Microsoft Dynamics AX2012 Expected Du...
We have a small project for our small business of 5-7 users. Project objectives are: - Migrate Zoho CRM data and attachments to Dynamics 365 (approximately 2,000 records-- leads, accounts, deals) - Build Sales dashboard - Integrate with MailChimp (we use SyncApps) We are evaluating the Business Edition if we can also: - Implement Customer Service
...eLearning modules with gaming dynamics (a detailed design document, scripts, and audio files will be provided). Total of 6 modules per level. Each module will include: - Intro and exit 3D video (20 sec. each), a template could be created and adapted with the title/content of each module. - Content section which will include: i) a 3D video explaining
I need a new website. I need you to design and build a website for my small business. It is a property website. Must be fluent in Chinese and understands the business dynamics there. Ongoing work as you will be required to promote the website in specific countries online.
...of Dynamics NAV 2015 for the bulk of our company processes. Yet our service department uses the teamwork suite ([url removed, login to view]) to manage all work and maintain an transparent relationship with our customers. What we need is a connector that has the following capabilities: 1) Inject the data generated in Teamwork into our Dynamics NAV
Hi Hamza, We have a project for our small business of 10 users. Project objectives are: - Migrate Zoho CRM data and attachments to Dynamics 365 (approximately 2,000 records-- leads, accounts, deals) - Build Sales dashboard We are evaluating the Business Edition if we can also do: - Implement Customer Service module - Implement Field Service module
We are a small computer busines...small computer business who require someone to help guide us with integrating multiple api's into a CRM. We have not totally chosen a CRM yet but are currently trialing Microsoft Dynamics / Zoho. We have a Portal for provisioning our customers which apparently uses a SOAP API and I am only a beginner in SOAP and API's
We need someone who can assist our company is connecting Outlook, and Tasks to Microsoft CrM. 1.)We want to be able to track client emails and have them saved in the client's card. 2.)We we need a workflow built that will Task individuals in the office with task's that need to be completed. 3.) When one task is completed it needs to update the
I need to bulk merge around more than 30000 accounts in dynamics CRM 2016 on-premise. the duplication is account name and another custom field should be an exact match. first I need to know exactly how many records duplicated with the condition above and merge them with all their related records. I need someone who has some tool to finish it in an efficient