Microsoft Dynamics Crm Projects

Need help with CRM choice & set-up

I used to use Salesforce, but today, it seems far too complex... Can you help me set-up a simple database sytem / CRM that simply allows me to add companies, add contacts, record all communication and allows me to set open activities.... I just spent 3 failed hours and I'm considering jumping off a bridge! Please Help!

opportunity

Microsoft 365 Administrator

I am looking for an experienced Microsoft 365 administrator to complete a one-off setup for a small organization (3–5 members of staff). This project is set up only—I am not looking for ongoing IT support or a managed service. The work can be completed remotely. We are based in Barking, London. What I need set up Microsoft 365 Business Standard for 3–5 users SharePoint configured as a shared drive (central document storage) Individual user accounts created Folder structure with permissions (restricted and shared access) Basic security enabled (strong passwords and two-factor authentication) Short handover showing how to add/remove users Skills & experience required Proven experience with Microsoft 365 and SharePoint Experience setting up shared drives for small teams Understanding of UK data protection/GDPR Ability to deliver as a fixed-price, one-off project Budget Please provide a fixed one-off price for the full setup. No ongoing support or contracts are required. When applying Please include: Brief details of similar Microsoft 365/SharePoint projects Confirmation this is a one-off setup Your fixed price and availability

urgent

Hub Dynamic PD

We are developing a premium smart power hub (USB-C PD, multi-port, real-time power monitoring) and are looking for an embedded firmware engineer to lead the MCU firmware layer. The electronic hardware and PCB are already designed. This role focuses on firmware architecture, implementation, and testing. This is not a beginner role. We are looking for someone comfortable working close to hardware and making pragmatic engineering decisions. Responsibilities: - Develop MCU firmware for USB-C PD power management - Implement real-time power monitoring and reporting - Interface with PD controllers, current sensors, and displays (OLED/LCD) - Define safe fallback states and edge-case handling - Collaborate with existing hardware engineer - Prepare firmware for EVT/DVT prototypes Requirements: - Strong experience in embedded C / C++ - MCU firmware (STM32, ESP32, or similar) - USB-C Power Delivery concepts - I2C / SPI / UART - Debugging on real hardware Nice to have: - Power electronics familiarity - Display/UI firmware - EVT → DVT → PVT experience - Consumer electronics background Engagement: - Contract, milestone-based - Remote - Compensation open and based on scope and experience

Microsoft Word Template Specialist

We are looking for a technically gifted Microsoft Word expert to help convert a suite of our branded Word documents into a set of consistent, professional, and fully bespoke Word templates. The ideal freelancer will be able to: Transform existing branded documents into high‑quality, reusable Word templates Ensure consistent styling, including headings, fonts, spacing, themes, colour palettes, tables, and page layouts Build templates that maintain brand integrity across all users and departments Configure templates so they can be shared, completed, and edited by multiple users without any loss of formatting or design Set up locked or restricted elements where needed (e.g., logo positions, headings, cover pages) Create intuitive, user‑friendly structures with placeholders, content controls, and predefined styles Optimise templates for use across the Microsoft 365 environment (Word desktop, browser, SharePoint, and Teams) Skills & Experience Required Advanced technical knowledge of Microsoft Word template development (.dotx / .dotm) Strong understanding of styles, themes, building blocks, and content controls Ability to create brand‑consistent documents across a variety of formats (letters, reports, forms, assessments, guidance documents, etc.) Experience working with multi‑user environments where maintaining formatting is essential Exceptional attention to detail and a strong design sensibility Previous experience creating document libraries for organisations is highly advantageous

Go Live SEO

Need the following set up for new sites: Install and Setup Rank Math SEO WordPress plugin and connect to a Rank Math(free) account via a new/existing Gmail account. Setup Google Analytics Property to new/existing Gmail account Link Google analytics to WordPress Site using code not plugins( Faster Site Speed) Setup new Google Search Console Property to new/existing Google account Link Google Search Console to WordPress Site using code not plugins(Faster Site Speed) Setup Google Search Console to Use Sitemap for faster Crawling Initiate Google Search Engine Crawler to map website.(1-2 days) Link Google Analytics to Rank Math on Website Link Google Search Console to rank Math Setup new Microsoft Bing Search via new/existing Google Gmail account(login) Set Microsoft Bing to use Sitemap from website for faster Crawling Link Microsoft Bing Search to Google Analytics Initiate Microsoft Search Crawler to map website(1-2 days) Setup Microsoft Clarity to Google new/existing Gmail Account Link Microsoft Clarity to website using code(faster site spped) Initiate Microsoft Clarity to monitor website(1-2 days)

Angular Dynamic Forms Component

We have an existing form input UI that we need to use in an existing dynamic forms component. In other words, for this task, you need to add all our inputs to the already configured dynamic forms section (mostly UI work). The dynamic forms section must work exactly like the other inputs, but be dynamic. So you will have perfectly working inputs to work with as you add these styles to the dynamic forms. All code is to this standard/convention: https://docs.google.com/document/d/1BEAfY7PW705uXrsqt7XvXa_CJpjIwIB2tx796ujmiFI/edit?usp=sharing

Aged payable summary page in Power bi

We provide financial reports to our clients at period end and are currently looking for help with a new report page to display an Aged Payables Summary in Power BI, similar to the format available in Xero. The report needs to be dynamic and respond to the period selected within the Power BI report. The data source is Xero. We use an ETL service to extract the data from Xero and load it into a SQL database, which then serves as the data source for the Power BI report. The report currently utilises the following Xero tables: Journal Invoices Accounts Organisation Tracking Categories we are looking for someone who has already worked on Data from Xero or have created a dynamic Aged payable Summary in Power BI. We would be happy to arrange a meeting to discuss the project requirements in more detail.

Optimize and Format Large Microsoft Word Document

I have a 600-page Microsoft Word document that requires professional attention to optimize its formatting and navigation. The document needs to be streamlined for better usability, with improvements such as an enhanced Table of Contents, bookmarks, and overall navigation structure. Additionally, I would like the file size to be optimized without compromising content integrity. This is an urgent task, and I am looking for an expert who can deliver high-quality results promptly.

opportunity

OMS - Bespoke

We have complete existing OMS & CRM platforms They were built as bespoke items by a developer who is no longer trading We have a service company at the moment, but they are slow to respond and they are expensive We are looking for a new provider who can: Service our existing OMS & CRM platforms Perform adjustments as necessary Physically based in the UK and ideally close to Chester in Cheshire We are willing to sign up for a service agreement package or work on a basic service/job ad hoc basis We will need evidence that the person/company bidding has the expertise and the capacity to service our needs

Finetuning a ERP/CRM system built by Manus Ai agent.

I've built an full ERP and CRM system tailored to a company needs in Saudi Arabia using Manus AI. there's some integration issues and few more adjustments needed to be done. - the system is fully in Arabic some of the work: - fix the print, download of invoice - complete the WS automated messages integrations - notification system is build but needs few adjustments - the integration between sales, purchase, warehouse, hr and the chart of accounts etc... - do the sandbox and full integration with ZATAC - fix the face recognition system for employees - there are 14 roles in the ERP system and more can be added, each role plays a specific task but all should be integrated. - based on what I've tested I would only assume that we need to fix 30-40 issues. - the codes are uploaded in Github as a private project. This could be a 3 days or 20 days work after we fix all the issues the codes should be in github so i can continue hosting and updating features using manus.

opportunity

URGNET REACT work

Looking for one react front end and one react back end for a week or two weeks Rate is £12.50 GBP experience in rostering scheduling, financials and healthcare community sector is a must must start 19th Feb 11:00 UTC time Must be available to work 7 days a week for next 14 days to complete on time. senior developer is in place and you will support with a list of work, with agreed tasks in a timeline, anything outside of agreed timeline or bugs errors is at your cost. need to be at least 3 years plus experience in React and 5 years plus as developer generally. with cv available and to communicate on Microsoft teams

API Integration Needed

Objective Build a custom WordPress plugin that fetches training/course data from the Microsoft Learn Catalog API and displays it on the website in a structured, searchable, and performant way. Can you help me with integrating this API https://learn.microsoft.com/en-us/training/support/catalog-api to a wordpress website : https://seaaiacademy.io/

Account Management

We are seeking enthusiastic individuals to join our team in a dynamic account management role. As we expand our high-performance software development initiatives, we invite motivated collaborators to contribute to project support, client communication, and business development—no coding skills necessary. We prioritize transparency and provide regular performance updates, ensuring all team members are aligned and informed. If you possess a collaborative spirit and a passion for growth within a thriving environment, we would love to have you on board. Join us in driving our success further!

Design of Consulting Whitepaper (10–15 Pages, A4)

We are looking for an experienced designer to create a professionally designed consulting whitepaper. All written content and visual direction will be provided. The document will be approximately 10–15 pages in A4 format. Scope of Work: • Full layout and visual design of the whitepaper • Creation of required visual elements based on provided guidance • Professional typography, formatting, and branding consistency • Delivery in a fully editable Microsoft Word format Requirements: • Strong experience designing corporate/consulting whitepapers or similar documents • Ability to translate provided content into a clean, engaging, and professional layout • Attention to detail and formatting consistency To Apply: Please share relevant samples of whitepapers or similar long-form documents you have designed.

CAD Block Library - Office Design and Build

I am seeking a CAD technician to develop a standardised AutoCAD A1/A2 drawing template and a comprehensive library of reusable dynamic blocks for architectural and interior design projects, using AutoCAD 2026 (saved to 2018). The role includes setting up fully configured sheet templates with AxisHouse branding, title blocks, layers, annotation styles and schedules, plus creating a wide range of dynamic blocks (furniture, workstations, doors, storage, equipment, tables, seating, pods, planting and more) drawn at 1:1, fully parametric and editable via grips. All blocks must follow AxisHouse drafting standards (layers, colours, lineweights, naming), support stretch, flip, rotation and visibility states, and be delivered as a single .DWT file with up to three review rounds and final ownership transferred to AxisHouse. Full brief attached.

opportunity

(Front-End + Secure Back Office Portal)

We are launching a professional recruitment agency and require an experienced web developer to design and build a multi-functional website with a secure, interactive back-office portal. This is not a basic brochure website. We require a dynamic, scalable platform that serves three key audiences: 1. Candidates 2. Employers 3. Affiliates / Recruiters 4. Internal Admin Team The successful developer must understand GDPR compliance, secure document management, and structured workflow systems. Front-Facing Website (Marketing & Lead Generation) The website must: • Professionally represent the brand • Include service pages (for employers and candidates) • Job listing functionality • Candidate registration forms • Employer enquiry forms • Clear call-to-action pathways • SEO-optimised structure • Mobile responsive design • Integrated CRM capability (or recommendation of system) Secure Back-Office Portal (Critical Component) We require a password-protected portal with: • Affiliate registration system • Secure document upload capability • GDPR-compliant storage of sensitive documentation (e.g., ID, Right to Work, DBS, CVs, contracts) • Tiered access levels (Admin / Affiliate / Employer) • Dashboard-style interface • Status tracking (e.g., documents approved / pending) • Automated email notifications • Secure file management system • Audit trail functionality • Data encryption & secure hosting guidance The portal must be scalable and capable of expansion. Multi-Stakeholder Interaction The system should allow: • Candidates to apply for roles • Employers to submit vacancies • Affiliates to upload candidate information • Internal team to review, approve, and manage workflows • Automated communication between stakeholders Compliance Requirements The developer must demonstrate: • Strong understanding of UK GDPR • Secure hosting and SSL implementation • Experience building secure document portals • Best practice in data protection and cyber security • Clear data retention and deletion functionality Experience within recruitment, healthcare, education, or regulated sectors is highly desirable. Technical Expectations We are open to platform recommendations, but the solution must be: • Secure • Scalable • User-friendly • Easy for internal team to manage • Capable of integration with CRM and email systems • Built using robust, future-proof technology Please specify: • Proposed tech stack • Hosting recommendations • Timeline • Cost breakdown • Ongoing maintenance options What We’re Looking For • Proven experience delivering similar multi-layered platforms • Strong UX/UI understanding • Ability to translate business workflow into digital structure • Clear communication and milestone planning • UK-based preferred (or strong familiarity with UK compliance standards)

Startup business web design

Need a sleek and professional looking web build. Easy to use and optimise myself once built. Template design drag an drop. Have got colour palate for branding etc. probably on wordpress or webflow CMS. Needs to be future proofed for potential growth. Custom-designed templates matching brand Advanced layouts, animations, and interactions Integration with forms, CRM, analytics Basic SEO setup Training so I can edit the site easily

BOOK MEETINGS BY CALLING PROSPECTS

Your job will be to call a list of prospects that are businesses providing services: activity suppliers, spas, restaurants... to present our company and offer them to list their venues on our website. Your job is just to present our company and book a meeting for one of our sales representative. You will need to call a minimum of 60 prospects per day. We need someone very dynamic, not shy at all, strong enough to handle rejection. Very good english is mandatory. Job will be paid USD17 per day.

Reel editor

We are seeking talented creative reel editor with a diverse skill set to expertly craft engaging reels across various genres. The ideal candidate should possess a keen eye for detail and a strong understanding of storytelling techniques to enhance the visual narrative. Proficiency in editing software and experience in producing dynamic content are essential. If you have a passion for bringing ideas to life through innovative editing and can adapt your style to suit different themes, we invite you to showcase your

Quick Book Specialist needed

We are seeking a highly skilled QuickBooks Specialist to assist with our financial management needs. The ideal candidate will possess extensive experience in QuickBooks, demonstrating proficiency in bookkeeping, financial reporting, and payroll processing. Your responsibilities will include reconciling accounts, managing invoices, and ensuring accurate record-keeping. A strong attention to detail and the ability to work independently are essential. If you are committed to delivering exceptional financial services and are looking to collaborate on a dynamic project, we invite you to submit your proposal.