Build various custom templates for Dynamics 365
Budget: $30 – $250 USD
looking for a quote to modify/create some templates out of our Dynamics 365
The first excel template involves generating a report sorted by a date range. Generally, notes put into the program over the past couple of weeks associated with opportunities and the associated details (date, opportunity name, opportunity description, account name, contact, email, note by, note details, Opportunity Current Situation, List of stakeholders)
More reports templates are to follow.
The first excel template involves generating a report sorted by a date range. Generally, notes put into the program over the past couple of weeks associated with opportunities and the associated details (date, opportunity name, opportunity description, account name, contact, email, note by, note details, Opportunity Current Situation, List of stakeholders)
More reports templates are to follow.