Microsoft Dynamics Crm Projects

Dynamic Vodcast Intro/Outro Animation

Project goal Create captivating intro and outro animations for vodcasts Video Style and Tone We are seeking animations that are dynamic and engaging, similar to the style and quality of the specified benchmark videos. Script and Storyboard - Introduction animation that displays the vodcast's name and logo in an energetic tone / style. - Outro that neatly wraps up the session while maintaining viewer interest. - Each animation is less than 5-seconds. Additional information Benchmarks: - https://www.youtube.com/watch?v=mLQNG1KSNuM - https://www.youtube.com/watch?v=p2vpqKBPj4U

Zoho CRM Setup and configuration

We seek a CRM consultant to design and implement a Zoho CRM system tailored for my growing business. My business is a mortgage and insurance providers. We do not need very detailed version. We need to be able to add leads, followup leads, leads to client conversion, add properties and link them to clients, get reminders when remortgages are due..... The ideal candidate will have extensive knowledge of all core Zoho CRM modules including contacts, accounts, pipelines, and reports. They should be able to build customized automatic workflows, design engaging sales dashboards, and configure email and notifications templates. Please provide examples from past projects demonstrating your capabilities of designing and deploying full-featured CRM solutions for SMBs.

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Support with GSuite vs Microsoft 365

This project involves providing support and advice for setting up a new laptop desktop email and filing system while migrating from a Mac to Windows PC laptop. The client currently uses a Mac with their personal email linked to their company Gmail account accessed via the desktop mail app. However, the mail system has been archiving emails without notice. All files are currently stored in Google Drive. The goal is to establish a new system on the Windows laptop that allows centralized access to all emails, calendars and files both online and offline if needed. Options to consider include continuing with GSuite and syncing mail/calendars to Outlook or migrating completely to Microsoft 365. The work would involve assessing the current Google Drive/Gmail setup, evaluating the Microsoft 365 alternative, migrating files as needed, setting up the preferred email/calendar solution on the new laptop, configuring offline access and testing functionality. Considerable care will be taken to ensure a smooth migration that maintains all relevant email history, contacts and files. The client will be consulted to better understand their specific needs and preferences. A project timeline outlining key tasks and estimated timeframes will be developed and agreed upon. The aim is to have the new Windows laptop fully configured with a reliable and user-friendly desktop email/filing system integrating with their current online accounts and files.

CRM Sales Pipeline

I am looking for someone with experience in the creation of sales pipelines to both funnel prospects into customers and then to increase customer lifetime value and encourage reviews and referrals - from leads generated from the website (automatically) and other sources (possibly manually), plus also for bought-in databases that are sent out to "suspects" (What I like to think of as pre-prospects). We have not yet chosen the software solution for this client but I am looking for someone who knows how to use the normal ones used by SMEs and startups such as Zoho, ActiveCampaign and Mailchimp. I don't really know which are the best ones to use, but I do know that I dislike Hubspot and that Salesforce is expensive. Your hands on knowledge of various CRM platforms in the marketplace would be invaluable. You can work remotely from anywhere in the world but have to work UK days/times, so it is obvious that preference will be given to those working in the UK or a similar timezone. Content will be supplied as will assets but advice on how often to send at what stage in the lifecycle would be helpful. I want this to be automated and to grow with time. Knowledge of how to use the systems and/or AI to deliver optimal evolution on an ongoing basis would be interesting to hear about. I want to find a native English speaker who is happy to join Zoom video meetings with me, my team and the client as and when required. The work is likely to be ad hoc to begin with but could grow from there. Thanks for your interest in this project, and I look forward to hearing from you. Thanks, Steve PS I much prefer non-AI generated responses....

Looking for a HubSpot EXPERT CMS/ CRM

I have a start-up business. We plan to use Hub Spot for CRM and sales lead management and customer sign-ups. Email marketing and business whatsapp Will have sales team to have their own login and add leads in the HubSpot CRM as well If you are fully versed with HubSpot and have experience to handle it then I like to hear from you. This is a one time set up requirement and training provided with 3 separate post set up sessions

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Importing CRM data from FreshSales into Monday

I need a freelancer who is able to work with data exported from FreshSales CRM (Account, Contacts, Notes, Tasks) and is able to import that data and set-up correctly in Monday CRM. To be considered, please state examples of your work on both FreshSales CRM and Monday CRM.

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Simplify and Rebuild ZOHO CRM for Basic Client Engagement

I’m looking for a UK-based ZOHO CRM specialist to help me strip back my current CRM setup to a much simpler version, focused solely on engaging and nurturing new clients. This is a very straightforward project — I do not need complex automation or multi-stage sales pipelines at this stage. I just want a clean, usable CRM setup for basic outreach and tracking, with the following features: Immediate Requirements: Strip back existing ZOHO CRM setup to the absolute basics Rebuild with a focus on: Email integration (with Outlook) Basic email broadcast functionality Clean data entry/view (I will supply the data – not a large volume) Basic process flows for new client engagement Near-Future Additions (Not for this phase but worth bearing in mind): WhatsApp integration LinkedIn integration VoIP integration Working Style: All work to be done on a screen-sharing basis via Microsoft Teams I want to observe and understand the steps being taken so I can manage and scale the CRM as it evolves This is a quick, simple job for the right person, and could lead to further development work down the line as we layer in more functionality. Thanks

ERP/CRM Developer for Logistics Management System Upgrade

I am seeking an experienced ERP/CRM developer to enhance and optimize a logistics management platform. The platform currently includes features such as user management, expense tracking, order processing, invoicing, and reporting. The goal is to improve functionality, streamline workflows, and ensure seamless integration across modules.

Looking for MSN (microsoft start) invitation codes in Bulk

Hi, I'm looking for MSN (microsoft start) invitation codes in Bulk. Any country is fine. If code is not available, an account would do as well. I'm willing to buy $200 per account/invitation code.

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Anti malware specialist

We need someone to check a Microsoft Server 2012 R2 for malware and take action as needed to fix.

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Update PHP Code in Outdated Online Director CRM

Update PHP Code in Outdated Online Director CRM We are seeking an experienced PHP developer to modernize an aging website's backend. The servicesbillboard.com site, last updated several years ago, uses PHP 4, which is now deprecated. The selected freelancer will audit the existing codebase, upgrade all PHP components to the current version standard to ensure compatibility and security. They will optimize the site architecture to work seamlessly across desktop and mobile devices. Improvements to site speed and responsive design will be prioritized. The goal is to bring new life to this old site through modernized code and an enhanced user experience for all visitors regardless of device. Strong PHP skills and experience leading similar projects from assessment to delivery are essential. Will consider reconstruction of the website to make it more user friendly, simpler, less bulky, secured, seo, mobile friendly or converting the site to a modern web app.

MICROSOFT PUBLISHER DESIGNER

This colour poster should summarise the main points of the Report / Compulsory Appendices and would serve as a high-level briefing document for use with potential clients. Remember that the Poster must be based on graphics and figures like process flows, not blocks of text.Size and Format – the size is A1, and the poster must be prepared in Microsoft Publisher form.

Stripe & HighLevel CRM Integration Expert

Job Title: Stripe & HighLevel CRM Integration Expert Description: I’m looking for a skilled freelancer who is experienced in integrating Stripe with GoHighLevel (HighLevel CRM). I currently have a list of products associated with my Spotify presence (e.g. merch, digital content, or music-related offers), and I’d like to route all purchases through Stripe and ensure every transaction is properly tracked and accounted for inside HighLevel CRM. Responsibilities: Connect and configure Stripe with HighLevel Set up products/offers in Stripe and/or HighLevel as needed Ensure purchase data is correctly captured in HighLevel (contacts, tagging, workflows, etc.) Troubleshoot and optimize any part of the payment or CRM flow Advise on best practices for managing purchases from external sources like Spotify Ideal Candidate Has: Proven experience with Stripe and HighLevel integrations Familiarity with digital product sales or merch (bonus if you've worked with Spotify-related products) Strong understanding of CRM automation and workflows Ability to work independently and provide clear documentation or handoff To Apply: Please include examples of past work where you've connected Stripe to HighLevel or similar platforms. If you’ve worked with product links from Spotify or other third-party platforms, let me know!

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Настройка агента в Microsoft Copilot Studio

Добрый день! Нужна настройка агента Microsoft Copilot Studio для автоматизации совещаний в Teams. (подробное ТЗ в файле во вложении). В компании у всех сотрудников доступ к Microsoft 365, у меня дополнительно к Copilot.

Account Creation Tool

I need Automated Account Creation Tool with Dynamic Device ID and IP Rotation. Could you help me with it? Regards

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Create CRM application

Create CRM application using ReactJS on FE, Java Springboot on backend as separate microservice, Postgres db and MS Azure for confidential appliation

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Database Design for our CRM

We require an experienced database designer to help optimize the backend architecture of our customer relationship management system. The current database which powers our Node.js based CRM platform is in need of restructuring to support scalability goals. The ideal candidate will have extensive experience designing relational databases using MySQL along with deep knowledge of database normalization techniques. As our systems see continuing growth, a redesigned schema is needed to accommodate more data and users efficiently. Some key objectives of this project include improving query performance, reducing data redundancies, enabling facets for advanced searching and reporting. The new model should follow best practices for security, integrity and maintainability. Applicants should detail their experience with comparable projects, outlining approaches taken to solve related challenges. Portfolios highlighting SQL design skills are encouraged. We welcome proposals from freelancers comfortable navigating both backend infrastructure as well as front-end CRM features.

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Develop an AI Agent for Lead Gen

We are looking for a developer to build an AI agent that can be integrated with LinkedIn to support lead generation. The agent should be able to: Automatically connect with selected LinkedIn profiles based on defined filters. Send tailored connection messages. Follow up with short, predefined message sequences. Extract lead details and store them in a structured format. Once leads are collected, the agent must: Sync the data with Microsoft 365, including storing lead details in Outlook Contacts or SharePoint (depending on what's most efficient). Maintain a log of all interactions for review. Requirements: Strong experience with LinkedIn API or relevant scraping tools. Experience with AI agents Proficiency in integrating systems with Microsoft 365. Solid understanding of data privacy and LinkedIn’s usage policies. Ability to build a simple UI/dashboard to monitor and control the agent's activity. Deliverables: A working AI agent with LinkedIn integration. Connection to Microsoft 365 for lead import. Documentation for setup and use. We would also like to be able to edit/use this for different people, so an easy way to add this to various profiles ourselves. IP to be exclusive and owned by us. Please include examples of similar projects you’ve completed.

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I need a website and brand content created

The website and brand content should be simple and user-friendly, with a clear message and brand identity. The website should have a responsive design that works on all devices. The brand content should include a logo, colour scheme, typography, and messaging that reflects the company's values and mission. The freelancer should also be in a position to be able to provide ongoing support and maintenance for the website and brand content. Initially, only a landing page is required with an email capture in order to download a single document. The email capture is to be stored on CRM, so the landing page will need to include legally required wording for GDPR compliance. The rest of the budget is for other items on the attachment. Currently using HubSpot for CMS and CRM, not averse to using other systems, but must be low budget at least for the time being.

Lead Generation & Business Development Specialist from India

We are seeking a results-driven Business Development & Lead Generation Specialist with expertise in email marketing and a proven track record of selling services in Microsoft Technology products. The ideal candidate will have strong experience targeting North American clients and generating leads for solutions such as Azure, Power Platform, SharePoint, and Office 365. Key Responsibilities: Lead Generation: Identify and qualify potential clients in North America through research, email outreach, and networking. Email Marketing: Create and execute targeted email campaigns to generate leads and nurture prospects. Business Development: Develop and maintain relationships with prospective clients, understanding their needs and offering tailored solutions. Pipeline Management: Track and manage leads through the sales pipeline using CRM tools, ensuring consistent follow-ups and engagement. Service Selling: Effectively communicate the value of Microsoft Technology services, including Azure, Power Platform, SharePoint, and Office 365, to potential clients. Market Research: Stay updated on industry trends, competitor activities, and client needs to refine sales strategies. Requirements: Proven experience in lead generation and business development, specifically in selling IT services. Strong understanding of Microsoft Technologies (Azure, Power Platform, SharePoint, Office 365). Expertise in email marketing tools and strategies. Excellent communication and interpersonal skills. Self-motivated and goal-oriented, with a track record of meeting or exceeding targets. Experience working with North American clients is a must. Preferred Skills: Familiarity with Azure, Power Platform, and CRM tools for pipeline management. Knowledge of IT service delivery processes. Strong analytical and problem-solving skills. Compensation: Competitive (based on experience and performance). If you have the skills and experience to drive business growth in the Microsoft Technology space, we would love to hear from you!