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CRM 2011 WorkFlows

$30-250 USD

In Progress
Posted almost 11 years ago

$30-250 USD

Paid on delivery
I need a custom workflow created for an alert of birthdays from our account in Microsoft Dynamics 2011 on-premise. The requirements are as follows: Workflow 1 - Birthdays 1. A summary email to be sent the night before to me about the upcoming birthdays for the next day. It will list in one email all accounts and their birthdate. 2. An email to be sent to the account wishing them a happy birthday.
Project ID: 4391678

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7 proposals
Remote project
Active 11 yrs ago

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Hi obscured, Do I develop this custom workflow on your server or I have to prepare the environment myself ? I will also need to have a sample of the summary email and happy birthday email and wording in the body of the email (including any background or header pictures) before working on this project. Sincerely yours, John
$176 USD in 3 days
5.0 (5 reviews)
3.0
3.0
7 freelancers are bidding on average $230 USD for this job
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We are CRM 2011 experts
$515 USD in 5 days
5.0 (28 reviews)
5.2
5.2
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Dear Sir/Madam, De facto Infotech has a high level of expertise and diverse experience to implement Dynamics CRM solutions according to your company's unique needs. Our solutions are a perfect combination of strategy, planning, customization, implementation, deployment backed by comprehensive support. Detailed CRM customization provides endless possibilities, enabling the Microsoft CRM solution to be adapted to suit the workflows of the individual business. Please refer to your PMB for details. Thanks.
$200 USD in 1 day
5.0 (1 review)
2.6
2.6
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Hi, I work for a Microsoft Gold Partner specialized in Microsoft CRM, I worked on MS CRM projects for seven years now. please check my previous work for reviews on CRM projects.
$187 USD in 7 days
5.0 (2 reviews)
2.1
2.1
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I have check this requirement,have some query,so need to discuss this,please tell me how we can start the discussion. to know more about us please check Private Message. We have a team of professionals,they have more than 11 year of experience,so we can manage this work and will give you quality solution.
$236 USD in 12 days
0.0 (0 reviews)
0.0
0.0
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Good day! i am intrested in this work and i have experience in MS Dynamics for last 8 years
$165 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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I have experience with Sage CRM, SugarCRM and most recently NetSuite. I am currently an administrator for NetSuite for an Electronics Manufacturer. I am responsible for creating and testing workflows as well as saved searches. I understand your project requirements and would be able to deliver your desired results. I look forward to hearing from you. Thank you!
$130 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Dallas, United States
5.0
12
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Member since Apr 16, 2008

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