Customise Dynamics CRM configuration
Budget: $750 – $1,500 AUD
We would like to make changes to MS Dynamics, including:
1) Forecast stages
2) Integrations with applications such as PandaDocs
3) Changes to currency aspects of sales fields - 10% GST calculations.
4) Price lists - including the ability to include annuity products with a one off single price product
5) Ability to report via Excel the breakdown of annuity based revenue deals over the course of the contracted terms i.e. 24, 36, 48 months in a per month break down.
6) Configuration document for future reference - a "how to guide".
1) Forecast stages
2) Integrations with applications such as PandaDocs
3) Changes to currency aspects of sales fields - 10% GST calculations.
4) Price lists - including the ability to include annuity products with a one off single price product
5) Ability to report via Excel the breakdown of annuity based revenue deals over the course of the contracted terms i.e. 24, 36, 48 months in a per month break down.
6) Configuration document for future reference - a "how to guide".