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    I need a process designed in microsoft dynamics crm

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    3048
    £500(approx. $610)
    • Posted: 8 years ago
    • Proposals: 7
    • Remote
    • #757952
    • Awarded
    Naresh P.
    Naresh P.
    16+ Yrs Exp in Microsoft Dynamics 365 implementation (Certified professional)
    India Delhi
    Prasun B.
    Prasun B.
    Salesforce Consultant
    Top Endorsed
    Switzerland Zuchwil
    LogicPowered S.
    LogicPowered S.
    Software Solutions
    Pakistan Islamabad
    Andrew B.
    Andrew B.
    Executive Virtual Consultant
    Top Endorsed
    United States Seattle
    Hameed H.
    Hameed H.
    Microsoft dynamics CRM developer
    United States Akron
    Serhii O.
    Serhii O.
    Microsoft Dynamics CRM Experts
    Ukraine Kyiv
    Soluzione IT Services Pvt. Ltd.
    Soluzione IT Services Pvt. Ltd.
    Director Solutions Delivery | Gold Partner Microsoft Dynamics 365 CRM|Digital Marketing | Website Dev
    Top Endorsed
    India Bhopal
    414396710769760405775762815816846277897840
    Naresh P.
    Prasun B.LogicPowered S.Andrew B.Hameed H. + 2 others have already sent a proposal.
    • 0
    • 0

    Description

    Experience Level: Expert
    Estimated project duration: less than 1 week
    I want to see if microsoft dynamics is suitable for my small accounting business by seeing if dynamics will support my core book keeping process. To this end I would like someone to set up the following core book keeping process for me. The process needs to be supported by time sheets.

    Process repeats every 3 months
    1. System sends email request for information (bank statements and invoices) to client
    2. Client uploads information onto share point
    3. Bob does book keeping and asks client for any more information or clarifications and produces management accounts
    4. System tracks Bobs request for clarifications in a case management kind of way
    5. Liz reviews Bobs work and authorises Bob to send out management accounts
    6. Bob sends out management accounts
    7. Client says happy with accounts
    8. System rolls forward process by 3 months
    Simon E.
    Simon E.
    0% (0)
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    Last project
    29 Sep 2023
    United Kingdom

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    3048
    £500(approx. $610)

    - or -

    Post a project like this
    Simon E.
    Simon E.
    0% (0)
    Projects Completed
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    Freelancers worked with
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    Projects awarded
    100%
    Last project
    29 Sep 2023
    United Kingdom

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    account management accountant advice/consult and guidance microsoft dynamics crm process design sales orders and invoices

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