Microsoft Dynamics Basic setup
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Description
Experience Level: Intermediate
I am reaching out today as i have a requirement to setup microsoft dynamics up in a very simple way.
We have a basic customer engagement license and i don't have time to set up the main building blocks.
My experience is mainly in Salesforce.com and so in terms of structure, i want to setup the CRM to have these main objects (or something similar)
Accounts
Contacts
Activity logging
Quotes
Orders
Products (Ability to add products to an order)
I understand that we need to install the apps that come with the package before we do the above and so this is what i need you to do as a first phase.
Note: Once the main structure is setup, i will potentially have more work but at this stage i want to just get the main CRM foundation in place.
Budget:
£155.00 for basic setup
Phase 2: This will involve more configuration and more work.
Please can you let me know if that is something you can help with? I need this phase doing in the next couple of days
thanks
Gerry
Gerry G.
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7 May 2024
United Kingdom
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