Dynamics 365 customisation - Contractor management
Budget: $25 – $50 AUD
Expressions of interest if this can be done. I would like to customise Dynamics 365 to manage contractors. Features I would like to have:
- When adding a subcontractor contact, having multiple tickboxes as custom field for what they specialise in, example, cabling, programming, product specialist, etc.
- Ability to quickly generate a contact list based on above criteria including the grading per contact as below.
- IDEA: not sure what can be done, but looking into a review section for the contractors, maybe even a form that is sent to a client after a project is closed. Some way of grading site work quality.
Any other ideas welcome. The idea is to eventually have a database of hundreds of contractors with the ability to send contractors invite to tender based on criteria or experience factors. I'm hoping someone out there has some experience with using Dynamics 365 for this purpose.
- When adding a subcontractor contact, having multiple tickboxes as custom field for what they specialise in, example, cabling, programming, product specialist, etc.
- Ability to quickly generate a contact list based on above criteria including the grading per contact as below.
- IDEA: not sure what can be done, but looking into a review section for the contractors, maybe even a form that is sent to a client after a project is closed. Some way of grading site work quality.
Any other ideas welcome. The idea is to eventually have a database of hundreds of contractors with the ability to send contractors invite to tender based on criteria or experience factors. I'm hoping someone out there has some experience with using Dynamics 365 for this purpose.