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Dynamic 365 Sales Professional

$8-15 USD / hour

Completed
Posted over 3 years ago

$8-15 USD / hour

We are a sales team of 15, everyone on Microsoft teams, and we are looking to integrate with Dynamic 365 sales professional. Initially, features we require: A) For Salesperson 1) Client database - Each sales staff has there own contact list, with 5 or more fields to be customized by admin on additional client data (attachment, long text etc) - Admin staff will be able to access all contacts and know which contact list the client belongs to. 2. Quote & Invoice - On dashboard for sales person, they should be able to retrieve quotations / invoices related to their staff ID. 3. Salary - On dashboard of sales person, they should be able to see their commission/income by day, week and month B) Administrator 1. Sales record / activities Administrator should be able to monitor sales activities, including sales record and income projection. 2. Administrator should be able to track and monitor in-app usage (usage log) of each sales person 3. Administrator should be able to access to all contacts from each salesperson, and be able to identify which salesperson contributed this contact, and admin should be able to make remarks to each contact. ---------------- We are just migrating to Microsoft teams and we are going to need support as in how our team could access the above features within the MS Team workspace. We are also hoping for setup to be completed by 10th of Feb. Ideal candidate should be a native English speaker with previous experience to install remote work module using MS Team & Dynamics, with an eye for details and adore precision.
Project ID: 28975361

About the project

6 proposals
Remote project
Active 3 yrs ago

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i am having 5+ years of experience in Dynamics 365. i have completed various microsoft dynamics certification like MB 400, MB200, MB2 716. i have worked on with clients like Otis china, PCL, UTS and Amgen. i have completed several project single Handley. i am aware of all components,codes, customisation of Dynamic 365. Let me know if my above mentioned details suits for the project.
$10 USD in 40 days
5.0 (1 review)
1.5
1.5
6 freelancers are bidding on average $15 USD/hour for this job
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Hi, I hope you are doing well. I have checked your requirements it sounds like you need an expert so I prefer to discuss your project further. I have been working on SharePoint and O365 technologies for about 6 years now. I have about 2 years of experience in PowerApps, PowerBI stuff. I am Microsoft Expert. Highly professional in Web part, SPFx Web Part, XSLT Web part, Custom Web part as Slider Web part, Master Page, SharePoint Creator, Rest API, MS Flow and PowerShell technologies including all related skills: JavaScript, CSS 3, HTML 5. Let me know if any above looks interesting, and we can set up a time to talk. Thanks, Chirag.
$15 USD in 40 days
5.0 (1 review)
2.8
2.8
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MASTERS IN SOFTWARE ARCHITECTURE, EXPERT IN ABOVE NAMED SKILLS, DEAR EMPLOYER, After KEENLY reading your description and being in a possession of all CLEARLY STATED REQUIRED SKILLS as this is my area of PROFESSIONAL SPECIALISATION having the above qualification, I hereby humbly request you to consider my bid for quality and professional work. THANK YOU.
$12 USD in 40 days
1.0 (3 reviews)
1.2
1.2
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Hello, I am certified Microsoft Dynamics 365 Technical Consultant with 5 years of experience in Dynamics CRM/365 and more than 8 years in .Net technologies. Great experience in configuration and customization, Integration with other applications, JS development, custom plugin and workflow development, SSRS report and SSIS package development. I have experience in sales module of dynamics and good hands on experience in dashboard and integration. So I will be able to provide you the best possible solution for your requirements so contact me for more discussion. Thanks Pradip
$15 USD in 25 days
0.0 (0 reviews)
0.0
0.0
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Hello there!! I hope you are doing great. I just read your job posting and I can certainly assist you for the same. ------------------ ABOUT ME:- ------------------ -I have over 5 years of experience in the Microsoft SharePoint, PowerApps, PowerBI, MS Flow, Intranet, Spfx Web Part, Power Automate/Flows, PowerShell, Tableau, SQL, Teams & O365 domain, and have provided a number of projects to my clients in the USA, UK, Australia, and elsewhere. -I have excellent experience in maintenance and development in SharePoint 2007, 2010, 2013, 2016, and SharePoint Online (Office365). -I can also help you in creating and designing Microsoft PowerApps, PowerBI. Well versed with both of them. -I can also configure the Workflow management software and troubleshooting the problem. -Nintex workflow and forms. I also can begin the project immediately. Being an individual developer and not associated with any company I can assure you that I will regard your project as my own project and make sure that whatever the criteria are, it will certainly fulfill. If you want to collaborate with me let’s discuss it in more detail over the chat. Looking forward to your positive response, and a long-term partnership. Best Wishes, Minaxi.
$15 USD in 40 days
0.0 (0 reviews)
1.4
1.4

About the client

Flag of HONG KONG
Tai Tong, Hong Kong
5.0
3
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Member since May 2, 2020

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