Deploy Microsoft Dynamics 365 CRM
Budget: $300 – $600 USD
We are seeking an experienced Microsoft Dynamics 365 CRM consultant to design, configure, and deploy a tailored CRM solution to manage our customer lifecycle, loan processing, collections, and reporting. The solution will also integrate seamlessly with our Cisco Contact Center platform, enabling a unified customer engagement experience.
Key Project Objectives:
Implement Microsoft Dynamics 365 CRM tailored for a microfinance lending model
Configure modules for:
Customer onboarding & KYC
Loan application, approval, and disbursement
Loan repayment tracking & delinquency management
Customer service & case management
Reporting & dashboards
Integrate with Dynamics 365 Business Central
Integrate CRM with Cisco Contact Center (UCCX) to enable:
Screen pop-ups with customer details on incoming calls
Call logging and activity history in CRM
Click-to-call functionality
Real-time interaction history and customer journey tracking
Implement data security and compliance controls (aligned with local regulations and best practices)
Required Skills & Experience:
Proven experience with Microsoft Dynamics 365 CRM implementation, preferably in financial services or microfinance
Hands-on experience with Cisco Contact Center integration (UCCX)
Familiarity with CTI (Computer Telephony Integration) standards and APIs
Experience in developing custom workflows, Power Automate flows, and CRM customizations
Strong understanding of customer data privacy and security
Ability to document processes and train end-users
Preferred Qualifications:
Microsoft Certified: Dynamics 365 Customer Engagement or equivalent
Cisco Collaboration / Contact Center certifications or demonstrated equivalent experience
Deliverables:
Fully deployed and configured Dynamics CRM system
Working Cisco Contact Center integration
User manuals and admin documentation
End-user and admin training sessions
Post-deployment support for at least 1 month
How to Apply:
Please include:
A brief proposal outlining your understanding of the project and suggested approach
Examples of past Dynamics CRM projects (especially with Contact Center integration)
Your relevant certifications and skills
Key Project Objectives:
Implement Microsoft Dynamics 365 CRM tailored for a microfinance lending model
Configure modules for:
Customer onboarding & KYC
Loan application, approval, and disbursement
Loan repayment tracking & delinquency management
Customer service & case management
Reporting & dashboards
Integrate with Dynamics 365 Business Central
Integrate CRM with Cisco Contact Center (UCCX) to enable:
Screen pop-ups with customer details on incoming calls
Call logging and activity history in CRM
Click-to-call functionality
Real-time interaction history and customer journey tracking
Implement data security and compliance controls (aligned with local regulations and best practices)
Required Skills & Experience:
Proven experience with Microsoft Dynamics 365 CRM implementation, preferably in financial services or microfinance
Hands-on experience with Cisco Contact Center integration (UCCX)
Familiarity with CTI (Computer Telephony Integration) standards and APIs
Experience in developing custom workflows, Power Automate flows, and CRM customizations
Strong understanding of customer data privacy and security
Ability to document processes and train end-users
Preferred Qualifications:
Microsoft Certified: Dynamics 365 Customer Engagement or equivalent
Cisco Collaboration / Contact Center certifications or demonstrated equivalent experience
Deliverables:
Fully deployed and configured Dynamics CRM system
Working Cisco Contact Center integration
User manuals and admin documentation
End-user and admin training sessions
Post-deployment support for at least 1 month
How to Apply:
Please include:
A brief proposal outlining your understanding of the project and suggested approach
Examples of past Dynamics CRM projects (especially with Contact Center integration)
Your relevant certifications and skills