Help Setting Up Microsoft Dynamics 365
Budget: $1,500 – $3,000 USD
In need of assistance/consulting from a Dynamics 365 CRM specialist to help implement/organize our company structure into Dynamics 365. We are a small company and use Microsoft apps extensively (Teams, Outlook, and Excel primarily) and would like the most integrative solution possible.
Our CEO's current focus is raising capital for various companies and projects. The CRM will need to track and organize things like contacts, prospects, current deal status, notes, next steps, meeting dates, etc. Appropriate notifications should also be included.
You will be responsible for setting up the software and its template/dashboard and helping us migrate some data into the program (clients/customers/prospects). We would like to explore using Dynamics 365 for managing sales, possibly inventory management and accounting (in the future).
We hope to find someone to build a relationship with, and to help us expand on the project in the future. For now, however, our priority is getting something simple up and running fairly quickly. We will re-evaluate our needs after seeing the initial layout of the software.
Our CEO's current focus is raising capital for various companies and projects. The CRM will need to track and organize things like contacts, prospects, current deal status, notes, next steps, meeting dates, etc. Appropriate notifications should also be included.
You will be responsible for setting up the software and its template/dashboard and helping us migrate some data into the program (clients/customers/prospects). We would like to explore using Dynamics 365 for managing sales, possibly inventory management and accounting (in the future).
We hope to find someone to build a relationship with, and to help us expand on the project in the future. For now, however, our priority is getting something simple up and running fairly quickly. We will re-evaluate our needs after seeing the initial layout of the software.