Integrate Web Search & LinkedIn with MS Dynamics 365
Budget: €30 – €250 EUR
I'm looking for an expert in MS Dynamics 365 who can implement a system that will enhance our CRM with web and LinkedIn data.
Key Tasks:
- Conduct a web search for contacts and if a unique match is found based on name, company, and email, populate the LinkedIn profile link field in the CRM. This is our top priority.
- Use the LinkedIn link to update CRM profile information, with an option to notify the user about new information regarding the contact.
- Create a system that shows matches in the CRM UI if there is no clear match or multiple matches, prompting the user to select the correct profile.
The ideal freelancer for this job will have extensive experience with MS Dynamics 365 Online and be proficient in using Bing for web searches. They should also have a deep understanding of LinkedIn's data structure and how it can be integrated with CRM systems. Strong attention to detail and ability to create user-friendly notifications and interfaces is key.
Key Tasks:
- Conduct a web search for contacts and if a unique match is found based on name, company, and email, populate the LinkedIn profile link field in the CRM. This is our top priority.
- Use the LinkedIn link to update CRM profile information, with an option to notify the user about new information regarding the contact.
- Create a system that shows matches in the CRM UI if there is no clear match or multiple matches, prompting the user to select the correct profile.
The ideal freelancer for this job will have extensive experience with MS Dynamics 365 Online and be proficient in using Bing for web searches. They should also have a deep understanding of LinkedIn's data structure and how it can be integrated with CRM systems. Strong attention to detail and ability to create user-friendly notifications and interfaces is key.