Microsoft Dynamics Crm Projects

Help- Microsoft File Recovery- Urgent

Microsoft File Recovery: Urgent Assistance Needed! I urgently require assistance in recovering a Microsoft Office Word document that I have misplaced on my laptop. I am unable to locate its exact location and desperately need help retrieving it. I am seeking the expertise of a freelancer who can gain remote access to my laptop and locate the document. Time is of the essence, and I require immediate assistance. Mike

Set Up Microsoft 365-SharePoint

we are looking for to set up, optimize Microsoft 365 features including SharePoint to support our small business

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365 Microsoft System Emails Audit

We are looking Microsoft email setup export test following email and notification addresses and make sure these emails are whitelisted and all certifications and setup of these email comply for Microsoft defender protection, email standard and/or strict presets security policy and system is configured with the right authentications and standards and present all the right security protocols and anti spam protections and malware required. Penetration testing email to discover and vulnerabilities and flaws in their systems that they might not have otherwise been able to find. This can help stop attacks before they start, as organizations can fix these vulnerabilities once they have been identified.

I've just started using Vebra Alto CRM..

I've started using Vebra Alto CRM for real estate. It's a bloody pain. Could do with some experienced guidance and help putting together the training for it.

Dynamic sales person needed

We are currently seeking a dynamic sales person to lead a campaign for our local business directory/magazine, which is distributed throughout the London Borough of Islington. This role presents an excellent opportunity for an individual who is passionate about helping local businesses grow. The primary responsibility of this position will be to build on our existing client base that has previously purchased advertising space in our magazine. There is no limit to the number of businesses you can sign up, which means the potential for earnings is significant for the right person. Your role will involve reaching out to recommended businesses in the area and clearly communicating the benefits of advertising with us, emphasizing the great exposure we provide locally. We offer a fair startup budget along with extra commission for each successful sign-up. Please note that strong communication skills in (very good clear) English and a positive attitude are essential for this position. *sales experience needed* A minimum of 75-100 calls a day would be needed to be completed *we will pay £150 a day rate if we get a min of 2 sign ups per day.* * A £100 bonus will be issued on 5 sign ups* Best regards, karl

Meeting Document Automation in Microsoft Teams

Project Summary: Meeting Document Automation in Microsoft Teams I am looking for a developer to create a solution that automates the generation of documents after meetings in Microsoft Teams. The goal is to improve my personal productivity by creating documents such as: Formatted Transcription in Word. Meeting Minutes, with information on who spoke, what was said, and at what times. Activity Summary, with tasks mentioned during the meeting. The solution should extract the native transcription from Teams. Transcription is not available in both the web and desktop versions, so the choice of whether to use the Teams web or desktop version will be made by the developer, based on their experience and the reliability of the solution. If the meeting is in English, the solution should also generate an additional translation into Portuguese. The application can run: Locally, using the installed Microsoft Teams and Word on the computer. In the browser, using the web version of Teams and Word, depending on the developer's choice to ensure the most reliable solution. The application will be used exclusively for my personal productivity, running with my personal credentials, which will be logged in daily. It will not be commercialized. Technical Requirements: The application can be developed in Python or another language, depending on the developer's recommendation. It must be compatible with Windows and capable of running in the background (local or browser). If you have experience developing automations with Microsoft Teams and can deliver this solution, please reach out with a proposal.

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POS / ERP/ CRM

This project seeks the development of a comprehensive business management software solution tailored for small and medium enterprises. The deliverable would include a fully-featured Point of Sale and ERP/CRM application compatible with both Android and Windows operating systems. Alongside the functional software, the source code and underlying database structure must also be provided. Key aspects of the application include a robust mobile POS front-end for processing sales both online and offline. Core functionality on the POS side revolves around inventory, sales, and customer management. Products must be easily added, organized, and assigned multiple attributes like prices, units of measure, and expiration dates. Scanning of barcodes should streamline the checkout process. Comprehensive inventory tools allow for adjustments, counting, valuations, and blocking of expired items from purchase. Sales data captured at the POS level Populates integrated modules for tracking customers, invoices, delivery notes, and quotes. Credit limits can be set and debt statements printed to manage customer accounts receivable. Digital and print formats are required for receipts and documentation. Real-time performance dashboards give managers visibility into metrics like daily revenue and stock levels across branches on mobile devices. Beyond POS, the ERP component needs to holistically support the business operations. Modules for accounting, reporting, HR, and vendor/creditor management bring finance and procurement into a single platform.

Need Microsoft Sharepoint Expert

We require an experienced SharePoint expert to help enhance our online collaboration capabilities. Tasks include: 1. Automatically populating a shared calendar with meeting invites from SharePoint events and surfacing relevant content on personalized homepages. 2. Sample homepage designs are needed showcasing multi-calendar (Org calender & personal calender of user) views tailored for groups, with news/announcements specific to each. 3. Provide sample sharepoint design then a selected design will be customized for seamless integration as our new SharePoint homepage. Strong SharePoint configuration and customization skills are essential to streamline processes and maximize user engagement within our Microsoft 365 ecosystem.

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Set up of CRM system and backlink strategy

We are looking for Assistance with the set up of CRM system and backlink strategy for our online fashion marketplace. The ideal candidate should have experience in the fashion industry and be able to work with us, to ensure that the CRM and backlink are set up correctly and efficiently. Responsibilities: Set up a CRM system to manage customer interactions and sales. Set up backlink & strategy to improve our website's visibility in search engines. Work with us to identify relevant backlink opportunities. Implement the CRM system and backlink strategy. Monitor and analyse the performance of the CRM and backlink. Requirements: . Experience in the fashion industry. . Strong knowledge of CRM systems and backlink strategies. If you are interested in this project,send us a brief description of your experience in the industry. We will review your application and schedule a discussion if we believe you are a good fit for the project.

Convert .wrd doc into dynamic excel form.

Convert attached word document (which is an assessment form) onto Excel ensuring the form can be completing more easily. Form presentation must be clear, modern and tidy and the form must follow the question order in the word document.

Custom CRM Dashboard with AI & WhatsApp Integration for Winery

Hello I am a Winery store owner and I already have a Small business management cloud base software called Fattureincloud.it but I need to have a more focused interface which will help me run the business which is a CRM interface and potentially some AI tools. The Fattureincloud.it is my business management software all the data from management are there and most of the CRM data the rest come from external input from one CRM so I need to elaborate the fattureincloud data to have 3-5 pages management report and build CRM interface and I need to connect my WhatsApp so you can send sample of CRM Dashboard Design we can use CRM Modules & Features Customer Management Module Customer Data Management Customer Feedback Collection & Analysis GDPR Compliance & Data Security Sales & Lead Tracking Module Sales & Lead Monitoring Sales Forecasting Multi-Channel Integration Personalized Communication Campaigns Customer Communication Module Personalized Communication & Campaign Management Automation of Routine Tasks Loyalty & Rewards Management Analytics & Reporting Module Data Analytics & Reporting Mobile Access Customer Support & Ticketing Module Customer Support Ticket Management Knowledge Base Access Integration with POS & Inventory Systems Role-Based Access Management Employee Roles & Permissions Employee Training Tools A function that I would add is a company calendar and and administrator dashboard to limit the access of the employees only to some of the areas Do you have examples of design that you can send to me so I can work on something you have already available? The winery has 3 main business: 1. Wine sale to: - importers/distributors - Restaurants/Wine Stores - Private Customers 2. Wine Experiences - Vigna Casa Decima - Vigna Monte Ilice 3. Hospitality (not yet active) - Vigna Monte Ilice - Vigna Casa Decima

HubSpot CRM Manager

We are a UK workforce solutions company and have HubSpot Marketing and Sales Hub. We are looking for a freelance CRM manager . Would you be interested? Could we please set up a call to discuss? Thanks

opportunity

Email Deliverability issue

Hi! I need help to fix my emails landing in Spam folders of yahoo, aol and Microsoft. I use google workspace for sending emails and mailgun.

Microsoft Identity and Access Management B2B

I need a Microsoft IAM Security Engineer to integrate Microsoft Identity and Access Management into a cloud-based (AWS) Saas.

API Automations

We use - Pipedrive as our CRM The following feed into it - Quotient - Magento - Xero - Klaviyo Task 1 - Make the most of API - for example Zapier to move as much as we can into the CRM Task 2 - Automate Business Activity into Monthly Reports See spreadsheet attached.

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Fractional Head of Finance & Accounting

Paycross is a dynamic and growing business operating across the UK, EU, and USA. We are committed to excellence in financial management, compliance and innovation, supporting our operational subsidiaries to deliver top-tier services globally. Role Overview: We are seeking a Fractional Head of Finance and Accounting reporting directly to the executive board to lead the implementation of a robust financial reporting system and drive process improvements. This role is pivotal in establishing consolidated accrual reporting via QuickBooks and ensuring seamless integration with our operational structures. Key Responsibilities: • Oversee the implementation and optimization of QuickBooks for consolidated financial reporting across UK, EU, and USA subsidiaries. • Establish and maintain accrual-based financial reporting processes. • Ensure compliance with financial regulations and reporting standards across multiple jurisdictions. • Collaborate with cross-functional teams to integrate financial systems with CRM platforms (experience in CRM integration is a bonus). • Develop financial dashboards and reporting tools to provide actionable insights to leadership. • Support strategic decision-making with accurate forecasting and financial analysis. Key Qualifications: • Qualified Accountant (e.g., FCA, ACA, ACCA, CIMA, CPA). • 5+ years of commercial experience, preferably in multinational or complex organizational structures. • Proven experience with QuickBooks or similar accounting systems. • Strong knowledge of accrual accounting principles and financial consolidation. • Exceptional problem-solving skills and ability to work autonomously in a fractional capacity. • Experience integrating CRM systems with financial platforms (preferred). What We Offer: • Flexible working arrangements – working from our offices in Canary Wharf in London occasionally is essential. • The opportunity to work with a dynamic and innovative team. • A challenging role that will shape the financial backbone of a global operation. How to Apply: If you’re a detail-oriented financial leader passionate about driving operational excellence, we’d love to hear from you. Please send your CV and a brief cover letter along with your expected day rate. STRICTLY NO AGENCIES OR BROKERS – DIRECT APPLICANTS ONLY

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Help connecting a CRM to Facebook for conversion leads setup 3.

Hi there I need help connecting a CRM to Facebook for conversion leads setup. The business portfolio, page and ad account have already been set up. The dataset (pixel) has not yet. We also do not have a CRM as we have previously been using Google Sheets to collect our data which has been connected to our Facebook leads via Zapier. We are unsure whether we have to get a CRM for the above to work or whether we can continue to use Google Sheets and have the data sent from there to Facebook. We are open to suggestions. Thanks

WordPress Consulting Theme Customization

I'm looking for a WordPress expert to set up and customize the Stylemixtheme consulting template on my website. This project involves: - Implementing custom functionality, specifically creating unique user roles and permissions. - Integrating the site with third-party services, such as a CRM and Email marketing platform. Key skills and experience include: - Proficiency in WordPress and the Stylemixtheme consulting template - Experience with creating custom user roles and permissions - Expertise in integrating WordPress with third-party services such as CRMs and Email marketing platforms - Knowledge of payment gateway integration. Please provide examples of similar projects you've completed.

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Manage Emails on Sales Campaign

We need someone to manage our sales mailbox: *Responding to customer queries from sales campaigns *Reaching out to existing clients on new products and services *Keeping CRM up to date *Managing the correspondence between the sales team and clients *Providing weekly reports on activity Kind regards, Gail

pre-funded

Microsoft Power BI Expert Needed

We seek a proficient Power BI consultant to develop insightful reports from disparate data sources at our network of medical weight management centers. Patient health metrics and outcomes are presently housed in one proprietary software, while another captures sales performance. Additionally, an Excel file tracks individuals responding to various marketing initiatives. The successful candidate will have demonstrable experience merging and modeling data from different systems, as well as proficiency with DAX and an analytical problem-solving aptitude. Initial objectives include assessing the relationships between individual patient profiles, treatment plans and financial results over time. Reporting goals range from high-level overview dashboards to more nuanced views of key performance indicators. Ultimately, the reports developed should provide strategic guidance around optimizing existing programs and campaigns or implementing new ones. A results-oriented approach with an emphasis on visualization best practices and intuitive interface design is sought. The ideal consultant will work collaboratively with staff to determine functional requirements while maintaining full report/data autonomy. Proficiency with Power BI Desktop/Service and a portfolio demonstrating similar multi-source data integration projects are preferred.