Website Integration with Microsoft Dynamics 365 & More
Budget: $30 – $250 USD
The main goal is to:
Dynamically load Microsoft Dynamics 365 forms when a user clicks any service (e.g., SharePoint, AutoTask, Billing, or Service Request).
Capture user-submitted data and store it directly in the corresponding Dynamics 365 entities.
start bid with "I read" my budget 50$
Connect and embed or link our other tools like SharePoint and AutoTask under the appropriate service sections.
Dynamics 365 Form Integration
When a user clicks on any service (left panel in the red-marked area on the site), a popup/modal or embedded form from Dynamics 365 should appear.
The form should be natively created in Dynamics 365 (preferably via Marketing or Power Pages) and connected directly to the CRM.
Submissions should be securely stored in Dynamics 365 under the correct entities (e.g., Leads, Contacts, or custom).
Service Button Actions
SharePoint: Integrate a page or embedded experience that connects users to a SharePoint-based interface or content.
AutoTask: Embed or link to AutoTask to provide ticketing, task tracking, or dashboard.
Billing: Allow users to access billing-related information, submit payment forms, or link to an external billing tool if applicable.
if everything will go fine maybe I will hire for monthly base long term
Dynamically load Microsoft Dynamics 365 forms when a user clicks any service (e.g., SharePoint, AutoTask, Billing, or Service Request).
Capture user-submitted data and store it directly in the corresponding Dynamics 365 entities.
start bid with "I read" my budget 50$
Connect and embed or link our other tools like SharePoint and AutoTask under the appropriate service sections.
Dynamics 365 Form Integration
When a user clicks on any service (left panel in the red-marked area on the site), a popup/modal or embedded form from Dynamics 365 should appear.
The form should be natively created in Dynamics 365 (preferably via Marketing or Power Pages) and connected directly to the CRM.
Submissions should be securely stored in Dynamics 365 under the correct entities (e.g., Leads, Contacts, or custom).
Service Button Actions
SharePoint: Integrate a page or embedded experience that connects users to a SharePoint-based interface or content.
AutoTask: Embed or link to AutoTask to provide ticketing, task tracking, or dashboard.
Billing: Allow users to access billing-related information, submit payment forms, or link to an external billing tool if applicable.
if everything will go fine maybe I will hire for monthly base long term