MS 365 dynamics Configuration Specialist Needed
Budget: $750 – $1,500 USD
Microsoft business 365 expert needed for the below setup.
2. MS Dynamics 365 CRM Configuration
• Configure modules for: Customer onboarding & KYC, Loan application, approval, and disbursement, Loan repayment tracking & delinquency management, Customer service & case management
• Develop custom dashboards and workflows
3. Data mapping and synchronization between Dynamics 365 CRM and Business Central
• Automated financial posting for service-related transactions
• Synchronization of customer, loan, and payment data
• Automated journal entries for loan disbursements, repayments, and interest accruals Unified reporting across service and financial data
4. Dynamics 360 CRM and Cisco Contact Center Integration
• 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
5. Security & Compliance, UAT, Training & Go-Live
• User manuals and admin documentation
• End-user and admin training session
• Post-deployment support for at least 1 month
Please bid final prices. Placeholder prices will not be accepted.
2. MS Dynamics 365 CRM Configuration
• Configure modules for: Customer onboarding & KYC, Loan application, approval, and disbursement, Loan repayment tracking & delinquency management, Customer service & case management
• Develop custom dashboards and workflows
3. Data mapping and synchronization between Dynamics 365 CRM and Business Central
• Automated financial posting for service-related transactions
• Synchronization of customer, loan, and payment data
• Automated journal entries for loan disbursements, repayments, and interest accruals Unified reporting across service and financial data
4. Dynamics 360 CRM and Cisco Contact Center Integration
• 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
5. Security & Compliance, UAT, Training & Go-Live
• User manuals and admin documentation
• End-user and admin training session
• Post-deployment support for at least 1 month
Please bid final prices. Placeholder prices will not be accepted.