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Customize Microsoft Dynamics CRM

Posted by Brendan M.

Location

Sydney NSW, Australia

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Due date
Wednesday, 16th May 2018
Details
Looking for customization of Dynamics CRM

- add/delete fields
- amend quote system
- create extractable PDF documents for customers & deals
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Brendan M. left a review for Sarit K.
“Sarit has a impressive knowledge of all things CRM! He also takes the time to explain things in terms which are clear & easy to understand. Additionally, he is extremely efficient & responsive. I will continue to work with Sarit for any additional IT/CRM needs my business requires.”
Sarit K. left a review for Brendan M.
“Top tasker to work for”
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Sarit K.
(325)
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Hi,


Happy to work with you on this project.Am a CRM/Database and Digital Marketing expert. As a Microsoft Dynamics specialist have setup multiple clients on MD.

I just completed setup for one NGO. We will need to discuss over phone in detail specifics.

I am also a certified CRM Partner with multiple CRMs - Insightly,MS Dynamics,WorkFlowMax,Hubspot,Teamworks,Infusionsoft,Base,Pipedrive,Salesforce,Zoho,Bitrix24,Active Campaign,AgileCRM,BullHorn.

I can do for you:

0.CRM Integration
1.Database/CRM building
2.Database/CRM migration
3.Data Cleansing/Consolidation
4.Data Sorting
5.Custom field creation and mapping
6.API and APEX Integration if needed
7.Custom report and dashboard development

I always go beyond client requirements feel free to check my review's for CRM work. Am happy to train you in slowly and gently.

Data integrity is critical for me. I was recently nominated as top 3 Professional Services Airtasker of the Year.

Regards
5 months ago
Questions(5)
Sorry for the delay.

I have changed CRM to Pipedrive & need the API Hooked up to equifax (credit reporting agency).

I also need assistance setting up:

1) PDF documents/quotes (webmerge) & docusign documents from Pipedrive CRM

Can you assist with this?

if so i will accept & we can get the ball rolling on a phone conversation.
Hi,

Definitely can - lets discuss also as I also have some better solutions for you to discuss.

Regards
Hi Brendan,

Hope you had a good weekend. Just following up on the task.

Regards
Hi Sarit - OK great, i wish to proceed. What is the next step?
Hi,

Kindly assign then we swap numbers amd emails and chat over phone full scope.

Regards
Hi buddy just following up
Hi Sarit,

That sounds great, where are you located?

Regards,
Brendan.
Hi,

Am located in Perth but dosent matter as with CRM work have clients all over Australia.

Main thing I will need to chat with you extensively throughout the project.

Also before I start for both of our safety sign the NDA.

Regards
Brendan,

Whoever you choose please ensure they sign a NDA as data security is critical I have had clients who in the past have used Airtaskers without a NDA and had issues with data security.

Just wanted to share that.

Regards
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