We are finally moving into using a CRM for the sales side of our business and need someone to take us through the steps to setting up Dynamics 365 Sales. To start with we will have 2 users being a National Manager and a Business Development Manager ( licences are in place) . They will need different authority levels. We want to integrate Outlook 365 emails and Sales data from our Xero software package.
We are new to this and want someone that talks our language not techy talk
19 freelancere byder i gennemsnit $23/time for dette job
I have 4+ years of experience working on Dynamics CRM. I am Microsoft certified developer and have worked on customization, data migration, plugins, workflows, queues, business unit security roles etc
Being a solution architect I have assisted my customers with appropriate business solutions. I can surely help you with the setup. Feel free to discuss more on this.