Microsoft Dynamics Crm Projects

Microsoft Dynamics CRM Configurations and remote support

We seek an adept Microsoft Dynamics CRM consultant to instruct our sales and marketing teams on fundamental sales and simple promotional capabilities within the system. Configuration expertise is desired to customize the user interface for optimizing data visibility and augmenting record pages with additional fields. Integration experience involving linking CRM to external tools like Zoominfo would complement this role. For the initial month, approximately 5-10 working days are forecasted to set up configurations, provide user training, and ensure successful adoption of the platform. Ongoing maintenance estimated at 1-2 days monthly thereafter will include minimal modifications and remote end-user assistance requests as needed. The ideal candidate possesses extensive hands-on experience architecting and customizing Microsoft CRM to meet diverse organizational needs while keeping the interface intuitive for novice adopters. Strong communication and documentation skills are essential to convey system updates and resolve issues remotely. Candidates must list the number of projects they have worked on with Dynamics CRM and the role they played in the project. Must have good spoken English. In initial project is 2 hours of training and 3 days of configurations

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CRM Development for Sales Tracking

CRM Development for Sales Tracking We are looking for a CRM developer to help us develop a CRM system for sales tracking. The system should allow us to track customer interactions, manage sales pipelines, and generate reports. The ideal candidate should have experience with CRM systems and be able to work independently. Responsibilities: Develop a CRM system for sales tracking. Work with the team to gather requirements and design the system. Implement the CRM system using a programming language such as Python, Java, or JavaScript. Test the CRM system to ensure it is functioning properly. Train the team on how to use the CRM system. Maintain the CRM system and update it as needed. Requirements: Experience with CRM systems. Strong programming skills in Python, Java, or JavaScript. Ability to work independently. Excellent problem-solving skills. Strong communication skills. Ability to meet deadlines. If you are interested in this project, please submit your resume and a cover letter. We will review your application and contact you if we are interested in scheduling an interview

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CRM for Commodity Trading

I am a small business involved in physical commodity trading internationally. This involves buying products, mostly FOB ( free on board, which is an incoterm ) from 1 geography, at a defined price, and selling it to cutomers globally on a CFR ( cost and freight ) to port basis using the global container freight market. The inputs for the FOB price would be made by me by port of origin. The inputs for the freight costs would need to be made either by me or by third party companies so may need to be restricted in some way. ( I guess this is to be done via Google Sheets ) Both of these inputs need to be able to be edited frequently ( daily ). The CRM should be able to send bespoke/customised offers to individual customers, in certain regions in the world, based on information in the CRM ( name of buyer, company name, payment term, currency, product expected margin, finance and insurance cost ). The bespoke offer must include a price which is calculated from combining the inputs of FOB price, the freight , the expected margin and costs including a currency exchange rate drawn from the daily xe.com rate. There could also be a second element of 'freight insurance' but that will come at a later stage as a secondary part of the offer. Each individual offers should have the option to include multiple products which would be customer dependent. It should be possible to send these bespoke offers both via Email ( a formal offer ) and a much shorter more informal offer via Whatsapp to the customers. The CRM should also be able to easily issue invoices to customers once a deal is agreed and provide a summary of the deals done each week on a Friday to me so that the payment deadlines can be tracked. It should also automatically send out a reminder to customers of the due date 2 days prior to that date. The CRM should also be able to track purchases from suppliers, with their FOB or CFR costs and be allocated to sales orders. This allocation would be done either manually or automatically. I currently run something basic from a spreadsheet but this now needs more integration and to become easier to use. I've shared an example of this spreadsheet. 1. CRM set up and customisation for international trading business. This will include customisation of: - contact management module ( to include all fields required ) - product and pricing module ( allow bespoke offers, similar functionality to the current excel spreadsheet ) - deals module ( to track response to offers made on a weekly basis to customers and track history and sales record ) 2. Invoicing integration with the CRM - set up of invoicing functionality to enable instant invoice generation upon deal closure and connection with a purchase order to track margin from purchase order to sales order. ( this should feed into the customer tracking and performance ) 3. Dashboard and reporting - reports of deals closed weekly - Contains customer information/ overviews including market share, where they are buying from, which products they purchase and which products they produce. - A dashboard to scrape key metrics and display them, including ( Oil price, currencies ( USD/EURO/GBP ) ethylene price, energy prices, showing daily and monthly movements ) 4. Automation and workflows - automated sending of customised offers via email and WhatsApp - payment reminder workflows triggered 2 days before due dates 5. Custom development - for pricing calculation that combines FOB pricing, Freight costs, expected margin and cost - inputs should not be restricted and allow changes to be made - daily currency exchange rate e.g xe.com - Freight Insurance (to come later) This will feed into the automated, bespoke offers to customers. 6. WhatsApp integration 7. LinkedIn integration to gather specific leads and co-ordinate Linekdin outreach

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Mintsoft to Brevo CRM connection

We are looking to join our warehousing system that processes all of our orders, Mintsoft, to Brevo which is our marketing system. Currently the warehousing system connects to all of our sales platforms, Woocommerce, Amazon, Ebay, Onbuy etc. We would like the customers details to go into the marketing function on Brevo. Many of the email addresses are anonymised but the remaining details and contact numbers are useful. We need a one way connection, from Mintsoft to Brevo. There does not appear to be an inbuilt connection between the two. You can see the Mintsoft support here: https://support.mintsoft.co.uk/hc/en-us You can see the available Brevo integrations (including Zapier) here: https://www.brevo.com/integrations/ If you are able to complete this task please place a bid. Thanks

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ERP/CRM Development

The project description is as follows: We are looking for a freelancer to develop a basic CRM/CMS system for our business to help with database keeping and invoicing systems. The system should be user-friendly and easy to navigate, with a focus on simplicity and efficiency. We require the system to be able to store and manage employee information, including contact lists, and invoices. Additionally, we would like the system to have the ability to generate reports and export data in various formats. The ideal freelancer should have experience in developing CRM/CMS systems and be able to work independently to meet our project deadlines. They should also be able to communicate effectively and provide regular updates on the progress of the project. If you are interested in this project, please submit your proposal, including your experience, skills, and estimated timeline for completion. We look forward to hearing from you!

WooCommerce, CRM Sales agents

This eCommerce project seeks a developer to integrate a CRM platform with an existing WooCommerce store. The goal is to streamline the process of leads and sales for an expanding direct sales business. Currently sales agents submit leads and orders through phone and email. Management then inputs this data into separate systems. This manual duplication of efforts is time-consuming and error-prone. The client needs a seamless way to capture web store inquiries and purchasers directly into their CRM. The ideal candidate will have strong experience integrating WooCommerce with a lead management CRM like HubSpot, Pipedrive or Zoho. Sales agents need access to submitted forms, messages and order info from the storefront within the CRM interface. Development will connect the platforms via webhooks and APIs to sync appropriate customer, contact and transactional data in real-time. Additional requirements include customizing CRM fields to map to online forms. Agents also need ability to quickly see new prospects and orders assigned for follow up. The client seeks an elegant technical solution to empower their sales team, gain efficiencies and scale operations through intelligent use of existing tools. Rollout must not disrupt current systems and include documentation for ongoing maintenance. Qualified freelancers are invited to propose how they would successfully complete this integration project within 8 weeks. Questions can be

Microsoft 365 Optimisation

I need a UK based M365 administrator to assist in optimising our M365 estate. We need someone with relevant certifications and demonstrable experience Project spec below 1. Technical Stability & Performance Optimisation 1.1. Objectives • Identify and address technical issues impacting user experience • Evaluate configuration and workload performance to identify improvement opportunities • Recommend improvements aligned with Microsoft best practices • Optimise Microsoft 365 to drive value, efficiency, and user productivity 1.2. Scope • Technical Issue Resolution Investigate and resolve technical challenges across Microsoft 365 services, focusing on the performance and stability of key workloads such as Mail and Teams. Deliver actionable remediations to fix problems and enhance the overall user experience. • Configuration and Performance Review Assess tenant configuration and workload setup to understand current operational effectiveness and identify improvement opportunities. • Architecture & Identity Assessment Review tenant architecture, identity management, access controls, and administrative roles. Recommend improvements aligned with Microsoft best practices. • Optimisation Opportunities Identification Analyse current usage patterns and configurations to identify improvements that enhance efficiency, productivity, and drive value from Microsoft 365. This includes reviewing the licensing mix to ensure alignment and readiness for the move to Microsoft 365 E5. 1.3. Deliverables • Technical Issue Resolution Report Summary of key technical issues, findings, and remediation recommendations focused on service stability and user satisfaction. • Performance & Configuration Review Detailed evaluation of service setup and workload performance with improvement recommendations. • Architecture & Identity Assessment Review findings with recommendations for simplification, governance improvements, and standards alignment. • Optimisation Recommendations Targeted suggestions to increase operational efficiency, user productivity, and maximise Microsoft 365 value, including licensing migration to E5.

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CRM for physical commodity trading

I am a small business involved in physical commodity trading internationally. This involves buying products, mostly FOB ( free on board, which is an incoterm ) from 1 geography, at a defined price, and selling it to cutomers globally on a CFR ( cost and freight ) to port basis using the global container freight market. The inputs for the FOB price would be made by me by port of origin. The inputs for the freight costs would need to be made either by me or by third party companies so may need to be restricted in some way. ( I guess this is to be done via Google Sheets ) Both of these inputs need to be able to be edited frequently ( daily ). The CRM should be able to send bespoke/customised offers to individual customers, in certain regions in the world, based on information in the CRM ( name of buyer, company name, payment term, currency, product expected margin, finance and insurance cost ). The bespoke offer must include a price which is calculated from combining the inputs of FOB price, the freight , the expected margin and costs including a currency exchange rate drawn from the daily xe.com rate. There could also be a second element of 'freight insurance' but that will come at a later stage as a secondary part of the offer. Each individual offers should have the option to include multiple products which would be customer dependent. It should be possible to send these bespoke offers both via Email ( a formal offer ) and a much shorter more informal offer via Whatsapp to the customers. The CRM should also be able to easily issue invoices to customers once a deal is agreed and provide a summary of the deals done each week on a Friday to me so that the payment deadlines can be tracked. It should also automatically send out a reminder to customers of the due date 2 days prior to that date. The CRM should also be able to track purchases from suppliers, with their FOB or CFR costs and be allocated to sales orders. This allocation would be done either manually or automatically. I currently run something basic from a spreadsheet but this now needs more integration and to become easier to use. I've shared an example of this spreadsheet.

Fluent CRM specialist

I seek assistance integrating an existent Fluent CRM platform to optimize email subscriber engagement. Specifically, assistance is needed to strategically segment subscribers into tailored groups based on profiles and interests. Conditional email flows must then be designed and implemented utilizing A/B testing methodology to progressively nurture relationships. The goal is to attract new subscribers and incentivize active participation through personalized, relevant communications. In addition to hands-on support arranging these email funnels, training is vital to ensure long-term success independently utilizing the system. A practical demonstration of best practices for subscriber management, campaign creation, and metric analysis within the Fluent interface is therefore requested. The selected candidate will conduct a collaborative workflow assessment, import subscriber data, outline audience personas, draft sample communications, configure automated drip sequences, and monitor initial results. Key performance indicators will be reviewed to refine approach as subscriber behavior and preferences are uncovered. This collaborative project aims to maximize subscriber value and loyalty through strategic adoption of existing marketing automation assets.

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Configure/customise Brevo crm

I need someone to customise Brevo CRM for a small community radio station in Brixton A physical visit will be required for briefing followed up by doing the work, then training key employees back on site

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Zoho CRM Setup for UK Cleaning Business

M2W provides domestic and commercial cleaning services using self-employed contractors. We need a professional system to manage customer enquiries efficiently while maintaining premium service standards. No complex automation required - just clean, functional lead management that works reliably. I need an experienced Zoho CRM specialist to configure a streamlined customer management system for my UK-based cleaning business (M2W Limited). SCOPE OF WORK: Phase 1 - Forms & Lead Capture: Create customer enquiry form (8 fields) with M2W branding Set up automatic form-to-CRM integration Configure thank you page with next steps Phase 2 - CRM Pipeline: Configure 4-stage lead pipeline: Enquiry → Quoted → Booked → Complete Set up custom fields for service type, property size, quoted amount Create basic lead assignment rules Phase 3 - Templates & Workflows: Design 2 email templates (quote delivery, booking confirmation) Set up automated task creation for follow-ups Configure notification system for new leads REQUIREMENTS: Proven Zoho CRM experience (minimum 10 previous setups) Available to start within 48 hours Completion within 5 working days UK time zone preferred for communication Must provide post-delivery support for 30 days DELIVERABLES: Fully functional Zoho CRM system Training session (1 hour via video call) Documentation of all settings and workflows Form embed codes for website integration APPLICATION REQUIREMENTS: In your proposal, please include: Number of Zoho CRM projects completed Link to one similar project portfolio Detailed timeline for completion Your approach to M2W branding integration

CRM developement for a Virtual Assistant Company

I am looking to build a custom CRM for my business. Please find the attached doc as reference. The rest of the details will be discussed later once I receive positive response from your end. I am open for any discussion here.

Microsoft Training on zoom

Hi, I am looking for someone that can do some training for my team on a few different levels of Microsoft like word and excel. There would be around 14 people i think so far all over the world. Thanks

Microsoft Solution Architect | Azure Cloud & DevOps

I need custom web api developed to execute search function in an online website database. The freelancer needed should possess Microsoft Solution Architect | Azure Cloud & DevOps skills.

Gmail to Outlook

This project involves migrating email accounts from Gmail to Outlook/Microsoft, including transferring email data, folders, and contacts. It requires creating two accounts under business alias names and ensuring a seamless transition of email information.

CRM Email Developer

UK ONLY APPLICANTS As a CRM Email Designer & Developer, you will: Fully support the CRM team, designing and building email campaigns that meet the brief’s requirements and deadlines Work closely with the broader Multimedia team to ensure creative output is aligned Ensure all campaigns are optimised for all browsers and devices Source additional imagery and assets where content is not readily available Provide forward thinking ideas and concepts to innovate and evolve marketing campaigns Work with CRM Manager to identify creative A/B testing opportunities Ensure best practises are adopted for all email campaign output CRM Email Developer (Fixed-Term-Contract) Job Introduction Are you looking for a new challenge that gives you the chance to use your passion and interest in Marketing to take Digital Marketing to the next level? Looking for a company that wants to help further your career, as well as provide you with an exciting, inspiring and fun place to work? If the answer to all of these questions is ‘yes’ then you’re just the kind of person we’re looking for! Role Responsibility Supporting the CRM team, the role will design and develop a wide variety of email communications for the Selfridges customer. Emails will incorporate brand, marketing, seasonal campaigns, store news and BAU messaging. As a CRM Email Designer & Developer, you will: Fully support the CRM team, designing and building email campaigns that meet the brief’s requirements and deadlines Work closely with the broader Multimedia team to ensure creative output is aligned Ensure all campaigns are optimised for all browsers and devices Source additional imagery and assets where content is not readily available Provide forward thinking ideas and concepts to innovate and evolve marketing campaigns Work with CRM Manager to identify creative A/B testing opportunities Ensure best practises are adopted for all email campaign output The Ideal Candidate Highly skilled in HTML coding with a minimum of one years’ experience Experience in small and large-scale projects Experience in Adobe Photoshop CC Strong conceptual thinking Salesforce experience desired but not essential Ability to prioritise and multitask in a fast paced environment Awareness of contemporary digital design whilst maintaining brand guidelines CRM Email Developer (Fixed-Term-Contract) Job Introduction Are you looking for a new challenge that gives you the chance to use your passion and interest in Marketing to take Digital Marketing to the next level? Looking for a company that wants to help further your career, as well as provide you with an exciting, inspiring and fun place to work? If the answer to all of these questions is ‘yes’ then you’re just the kind of person we’re looking for! Role Responsibility Supporting the CRM team, the role will design and develop a wide variety of email communications for the Selfridges customer. Emails will incorporate brand, marketing, seasonal campaigns, store news and BAU messaging. As a CRM Email Designer & Developer, you will: Fully support the CRM team, designing and building email campaigns that meet the brief’s requirements and deadlines Work closely with the broader Multimedia team to ensure creative output is aligned Ensure all campaigns are optimised for all browsers and devices Source additional imagery and assets where content is not readily available Provide forward thinking ideas and concepts to innovate and evolve marketing campaigns Work with CRM Manager to identify creative A/B testing opportunities Ensure best practises are adopted for all email campaign output The Ideal Candidate Highly skilled in HTML coding with a minimum of one years’ experience Experience in small and large-scale projects Experience in Adobe Photoshop CC Strong conceptual thinking Salesforce experience desired but not essential Ability to prioritise and multitask in a fast paced environment Awareness of contemporary digital design whilst maintaining brand guidelines

Looking for Ai Engineering Expert in Agriculture

Hello, I am looking to engage an Ai Expert in Agriculture, if can has experience on developing Ai tools in Agri/Agro using Microsoft to develop a Use Case Demo session for a presentation. The scope of work, is to develop a USE CASE - Demonstration for participants from a workshop to try the tools . Delivery 3 days Thank You

Sales Representative UK

We’re seeking a dynamic, results-driven Sales Representative to join our team. In this role, you will be responsible for identifying new sales opportunities, building client relationships, and closing deals that drive revenue growth. If you have a passion for selling, excellent communication skills, and a knack for turning leads into long-term customers, we want to hear from you. Key Responsibilities: Actively prospect and generate new leads through cold calling, emails, social media, and networking. Present, promote, and sell products/services to existing and prospective customers. Understand customer needs and provide suitable product recommendations. Build and maintain strong, long-lasting customer relationships. Achieve agreed-upon sales targets and outcomes within schedule. Prepare reports on customer needs, problems, interests, and potential for new products/services. Coordinate with the marketing and product team for lead nurturing and follow-up. Stay up-to-date with market trends, competitor activities, and industry developments. Qualifications: Proven work experience as a Sales Representative or similar role. Strong communication, negotiation, and interpersonal skills. Ability to understand customer needs and handle objections effectively. Self-motivated and goal-oriented, with a track record of achieving sales targets. Familiarity with CRM software and sales tools is a plus. Bachelor’s degree in Business, Marketing, or a related field preferred (optional).

CRM and Quoting tool for business

We are in the promotional merchandise sectory in the UK, we are looking to build a platform that can create quotations along with basic CRM. We are pulling data from 10 of our suppliers via API. We are looking for a long term relationship with a person for ongoing development of the system.

Predict what People will Search for .

We’re seeking a freelance developer to build a smart, lightweight predictive engine that uses our website and ad account data to: • Predict and suggest high-conversion search keywords • Dynamically recommend updates to our website content and Google Ads campaigns • Help us generate more qualified leads through smarter, automated keyword targeting ⸻