Microsoft Dynamics Crm Projects

Batches of business organisation. Copy and social media

I’m in need of a bunch of different pieces of work to be done within our organisation. We are a small remote Microsoft tech organisation. We have a bunch of batches of work. From buffer social media batches of uploads with scheduling and copy to update. We have a crm that needs client information manually pulling through, we have Microsoft planner cards that need merging and updating, tagging, naming, We have a bunch of data filing as we shift the filing structure post migration and the ordering and naming conventions need pulling through. It’s likely around 10 days in total and we would need it done in batches and bu someone who can navigate Microsoft well, but also they can make reasonable judgement calls and pick up a different task and shift mode relatively quickly .

opportunity

CRM & Funnel Systems Integrator

CRM & Funnel Systems Integrator Required The Maths Surgery is a multi-audience education platform serving Parents, Students, and Schools. The visual design layer, frontend implementation, and behavioural architecture have already been completed. This project is not for branding, UI design, copywriting, marketing strategy, SEO, advertising, optimisation, or funnel consulting. The architecture already exists. We're seeking a CRM & Funnel Systems Integrator to implement the approved behavioural architecture and convert the existing platform into a fully functional lead-capture, qualification, booking, and follow-up system. Current Assets Available • Complete Figma design system • Existing frontend website implementation • Behavioural architecture documentation • Funnel architecture documentation • CTA behaviour specifications • Pathway definitions for Parents, Students, and Schools • Tool stack recommendations Your Role Implement the approved system architecture by configuring and connecting: • CRM • Forms • Booking system • Automation workflows • Lead routing • CTA behaviour • Follow-up systems The objective is to create a functioning operational system where user actions trigger the correct workflows, segmentation, and follow-up processes. Scope of Work CRM Setup • Configure CRM structure • Create Parent, Student, and School pipelines • Configure lifecycle stages • Create segmentation logic • Configure contact properties and workflow states Forms & Qualification • Implement qualification forms • Configure conditional logic • Route users according to approved pathway architecture • Connect all submissions to CRM Booking Integration • Configure booking system • Connect booking events to CRM • Configure reminders and follow-up actions Automation • Configure workflow automations • Lead routing • Follow-up sequences • Re-engagement logic • Event-driven triggers System Integration • Connect frontend website to CRM • Connect forms, booking, and automation systems • Ensure accurate data flow and tracking • Test all pathway logic Deliverables • Fully configured CRM • Functional Parent, Student, and School pipelines • Working qualification flows • Working booking workflows • Working automation sequences • CRM segmentation structure • End-to-end testing • Handover documentation Required Experience Please apply only if you have direct implementation experience with: • HubSpot or Attio • Zapier or Make • Calendly or SavvyCal • Typeform or Tally • CRM implementation • Funnel automation • Systems integration Application Requirements Please include: Examples of CRM systems you personally configured. Examples of automation workflows you personally built. Examples of funnel implementations you personally delivered. The tools you would recommend for this project and why. Estimated timeline. Fixed-price proposal. Screening Question Describe technically what happens after a Parent clicks “Get Started” and explain how that information moves through the system until a consultation is booked or the lead enters a follow-up workflow. Generic marketing proposals, funnel strategy proposals, UI redesign proposals, and SEO proposals will not be considered. This role is for implementation and systems integration only.

Technical Funnel & CRM Systems Specialist (GoHighLevel - GHL)

GoHighLevel (GHL) expert required — specialising in funnels, automation systems, deliverability, and CRM optimisation. We work with individuals navigating complex emotional and psychological challenges. Many appear high-functioning on the outside, yet are struggling beneath the surface. Because of this, clarity, consistency, and trust in our communication is critical. When our systems work properly, clients feel supported, informed, and safe — receiving the right message at the right time so they can move forward with confidence. When they don’t, messages are missed, trust is reduced, and the client experience is compromised. We hold this area of our business to a high standard of care and precision. Where We Are Now As we scale, we are refining and rebuilding our technical ecosystem to match the standard our clients deserve. This includes: Strengthening email deliverability and reliability Improving membership communication flows Optimising funnel journeys for clarity and consistency Ensuring systems are structured, compliant, and scalable We prioritise structured, reputation-safe systems that protect deliverability and build long-term trust. What We Need Now This is not a VA role. This is a systems-critical position within a growing, premium, neuroscience-based business. We are looking for a trusted specialist to: Audit current systems with an expert lens Stabilise and refine existing systems Optimise performance and user journeys Maintain system integrity Support future scale, automation, and AI integration Why This Role Matters This role ensures: The right people receive the right support Communication is clear, consistent, and timely Our systems reflect the quality of our work We are building a high-trust, high-performance environment where communication is part of the care we provide. Responsibilities Phase 1: Audit & Stabilisation Audit GHL setup (funnels, workflows, automations) Support email system stability (domains, SMTP, reputation) Identify deliverability risks Optimise membership communication flows Phase 2: Optimisation Improve funnel performance and journeys Ensure clean, compliant automation systems Align systems for consistency Phase 3: Ongoing Support Provide part-time technical support Troubleshoot proactively Document actions and improvements Phase 4: Build & Scale Support AI agents (Apex, Lindy or similar) Assist funnel expansion (incl. licensing model) Improve tracking (Meta / Google / GHL) Required Expertise (Non-Negotiable) Advanced GoHighLevel (GHL) experience Funnel building and automation systems Email deliverability (DNS, SMTP, warming, reputation) WhatsApp CRM integration Tracking (Meta / Google / attribution basics) Highly Desirable Healthcare / coaching / regulated industry experience Compliance-aware marketing understanding Membership platforms in GHL AI automation tools Systems thinking mindset How You Work Calm, structured, and methodical Reliable and trustworthy Proactive and solution-focused Clear communicator (excellent English) Efficient, no over-complication Working Setup Part-time ongoing Initial 2-week paid trial UK / GMT timezone (or close) This Role Is Not Suitable If… You prioritise volume over strategy You cannot explain email deliverability and reputation You lack deep GHL expertise You need constant direction You do not document or communicate clearly We are looking for someone who values precision, structure, and long-term system integrity. Application Requirement (Mandatory) Include a 2-minute video covering: Your GHL experience (specific examples) Your approach to deliverability A system or funnel you’ve built or fixed Why you’re the right fit **Applications without video will not be reviewed. Final Note We are building a high-integrity system that supports real transformation. We take our work, and our systems — seriously. If you are a true specialist who values precision, structure, and long-term thinking, we would like to hear from you.

Create Me An Integrated Hubspot CRM - Workflow

I run a property sourcing company and our current CRM / Deal match software isn't achieving what I need, I feel Hubspot with automations can be a good fit, however I do not have the time and knowledge to set it up to ensure it saves us time and does everything it can. I need it to store all of our investor clients, developer client, partners, property sellers and list properties for sale and when we add new properties to the CRM I need it to match with relevant investors etc sharing a summary info document. I need it to automatically set up a follow up email if we have not had a reply and be linked to the email addresses for the three members of my team, so we can see everything and keep track. If an investor is interested in a site, I need a workflow to manage the process from interested to completion/exit. I would also like it to automatically create a template for an investors pack and have an option to send out bulk emails to segmented groups of investors, partners and property sellers. The more that can be completed automatically the better. We have a current database, which will need to be transferred to this new one also.

Daylite Expert Consultant – 1-Hour Q&A

We're a small team using Pipedrive as our main CRM and Daylite alongside it for project management, client relationships, and tasks. We're in the process of configuring our setup and have reached the point where we need to sit down with someone who really knows Daylite and can answer our questions on the spot. Our stack: Pipedrive · Daylite · Microsoft Exchange / Outlook · Apple Calendar · Macs · iPhones We're looking for a true Daylite expert - someone who has set it up for businesses, knows its strengths and limitations inside out, and can give us honest, direct answers during a one-hour video call. No preparation needed on your end, just expertise. What we're looking for: Deep hands-on Daylite experience, ideally with small teams Experience running Daylite alongside another CRM is a plus Able to think on their feet and give clear yes/no answers when needed Available on Zoom or Google Meet within the next 1–2 weeks Deliverable: One 60-minute video call. No report, no follow-up - just your time and knowledge. Budget: €50 fixed Please include a brief note on your Daylite experience when applying.

Appointment Scheduling & Contacting Leads

Seeking an experienced appointment scheduler to manage outreach and coordinate meetings with prospective clients. Responsibilities include calling and emailing leads, qualifying prospects, maintaining CRM records, proposing optimal time slots, sending confirmations and reminders, and following up to maximize conversion. Must demonstrate excellent communication, persuasive phone presence, strong organizational skills, and familiarity with CRM tools. Timely, professional, and results-driven approach required to elevate lead engagement and booking rates.

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Power Apps UX/UI Specialist – Matrix Interface

We are looking for an experienced Microsoft Power Apps UX/UI specialist to assist with designing and developing a custom registration matrix interface within a Microsoft Power Platform solution. The platform is used to manage fund registrations across multiple jurisdictions and currently operates using Dataverse and model-driven apps. We require a more scalable and user-friendly matrix-style interface for operational users. The existing standard model-driven grid functionality has limitations with horizontal and vertical scrolling, freeze pane/fixed column behaviour, usability for large matrices, dynamic hiding/showing of columns, and overall UX when working with high-volume registration data. We are exploring a custom Canvas App, Custom Page, or PCF-style approach and are looking for someone with strong experience designing advanced Power Apps interfaces and data-driven matrix/grid layouts. Scope of Work The successful contractor will assist with designing a scalable matrix-style UI within Power Apps, creating a responsive scrolling interface, implementing fixed identifier columns (freeze-pane style behaviour), dynamically hiding columns where no data exists, improving usability for large datasets, advising on the best technical approach (Canvas App vs PCF vs Custom Page), working with Dataverse tables and relationships, supporting UX optimisation for operational users, and potentially implementing proof-of-concept components. The solution will need to support Funds, Sub-Funds, Share Classes, jurisdiction/registration locations, and registration statuses and dates. Technical Environment Current technology stack includes Microsoft Power Platform, Dataverse, Model-Driven Apps, Power Apps Grid Control, JavaScript, Power Automate, and Microsoft 365. Experience with PCF Controls, React/TypeScript, advanced Canvas App design, responsive Power Apps layouts, complex Dataverse-driven interfaces, and grid or matrix-style UI implementations would be highly advantageous. Deliverables Initial engagement would focus on UX/UI review and recommendations, proposed technical approach, wireframe or mock-up design, working prototype/proof of concept, and recommendations for scalable implementation. There is potential for follow-on implementation work depending on outcome. Ideal Candidate We are looking for someone with strong experience in Power Apps UX/UI design who has built advanced/custom interfaces beyond standard model-driven forms, understands Dataverse architecture, can advise pragmatically on platform limitations, has experience building matrix/grid-style interfaces, and can demonstrate similar previous work. Additional Information This is a professional/legal services environment, so usability, scalability, and maintainability are important. We are not looking for a basic form redesign; the requirement is for a more sophisticated operational interface for managing large volumes of registration data efficiently.

Experienced airtable developer/crm automation specialist

We are looking for an experienced Airtable developer / CRM automation specialist to build a custom CRM and operations system for our interior/window covering business. The system needs to centralize our sales pipeline, production planning, installations, team management, and financial overview into one streamlined platform. Main requirements: • Overview of all booked appointments including: • Date & time • Customer contact details • Address • Status • Assigned salesperson • Source platform (Calendly, Typeform, etc.) • Customer profile page with: • Contact details • Assigned salesperson • Quote/invoice amount • Curtain/order specifications • Order confirmation status • Production status • Installation status • Delivery/completion date • Integration with Moneybird for invoices/payments • Separate “Production” dashboard: • All orders currently in production • Production status and completion dates • Clickable customer profiles • Separate “Installation” dashboard: • Installation planning • Address overview • Budget/value per installation • Full sales funnel / pipeline overview: • Open quotations • Total quote value • Customers per sales phase • Pipeline tracking • Commission & channel reporting: • Revenue per channel (Kingdom Marketing, direct leads, etc.) • Monthly / quarterly / yearly reporting • Management dashboard: • Revenue • Expenses • Margins • Conversion ratios • Average order value • Sales performance per salesperson • Internal team/collaboration workspace: • Responsibilities per department and employee • Weekly planning and goals • Daily task checklists • Automatic notifications for unfinished tasks • Company vision/goals section • Internal team chat • Ability to tag colleagues and create internal to-do tasks linked to customer accounts Integrations: • Moneybird • Calendly • Typeform • Gmail integration (Phase 2) Phase 2: • Email automation workflows with templates and dynamic variables • Automated transactional emails (e.g. payment received → send personalized order confirmation) • WhatsApp Business automation: • Example: automatically send follow-up WhatsApp messages if no response to a quotation after 3 days Important: We value honesty, transparency, and clear communication very highly. We are looking for someone reliable who can work closely with us long-term and think proactively about improving workflows and automation. Required skills: • Airtable advanced setup • CRM architecture • Automation workflows • API integrations • Make.com / Zapier • Dashboard building • Experience with Moneybird integrations • Experience with communication automations (email/WhatsApp) • Strong UX and organizational thinking Bonus: • Experience with operational workflows • Experience with sales pipeline management • Experience building internal collaboration systems

Microsoft Azure & Cloud Computing Support Needed

I am looking for assistance with Cloud Computing and Microsoft Azure related projects. Tasks may include Azure Virtual Machines, networking, storage, cloud infrastructure, monitoring, security, and other Azure services. The ideal freelancer should have good knowledge of Azure and deliver high-quality work on time.

Process 50 CRM sales leads

Looking for someone to process 50 new CRM leads. Own leads on our Monday.com CRM and set up meetings for the founder. Knoweldge of packaging industry would be good.

I need Italian translation for a coorporate call

I’m looking for an Italian interpreter for a live Microsoft Teams call who can seamlessly translate between English and Italian in real time. The ideal candidate should be fluent in both languages and confident using professional and corporate terminology in English and Italian.

GHL assistant required

Seeking a GHL-certified assistant to integrate our CRM with Meta Ads, automate lead capture into our pipeline, and configure accurate tagging, routing, and follow-up sequences. Must deliver reliable ongoing support for campaign optimization, troubleshooting, and incremental enhancements. Experience with GHL workflows, webhooks, Zapier/Integromat alternatives, and Meta Ads lead forms required. Clear, professional execution and timely updates expected. No AI-generated responses.

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Internal Comms Channels Handbook & Decision Tree Graphic

Background/context: We use many communication channels, including email, Microsoft Teams, SharePoint, lock screen wallpapers and our company intranet. Without a shared understanding of how these channels should be used, information can become fragmented, duplicated or difficult to find, leading to missed messages and inconsistent communication. Purpose of the design work: The purpose of the handbook and separate decision tree graphic is to create a clear, structured, user-friendly visual guide that identifies our internal communication channels, as well as how our colleagues should use them effectively. This should reduce confusion and help our colleagues choose the right channel and use it in the most effective way. For the full brief and content, please see the attachments.

Build a Custom Microsoft Office Deployment & Management Tool

Description I need a Windows desktop app like Office Tool Plus (GitHub) for IT admins/power users to install, configure, download, and manage Microsoft Office via a clean GUI. Must have experience with .NET WPF apps. Core Features: Deployment: Create/import/export Office configs, choose products/apps, architecture, update channel, language; silent installs; offline ISO Download: Fetch Office files from Microsoft CDN, progress & integrity checks, HTTP/2 support Activation: Online, phone, KMS; manage licenses & keys; view activation status Management: Modify installs, force updates/repair, clean uninstall, env variable checks UI: Modern WPF, light/dark mode, responsive layout, console/log panel, toast notifications, keyboard/screen reader accessible Other: Localization, admin auto-elevation, digital signature check, proxy support, CLI companion, self-contained/framework builds, auto-update Tech Stack: C#, WPF (.NET 8+ / 10), ODT integration, registry/WMI/PowerShell, MSIX/EXE, Git Deliverables: Source code (clean, commented) Working builds README + basic user docs 2 rounds of revisions Ideal Candidate: Strong C# / WPF experience Familiar with ODT / Office Click-to-Run Windows system programming Clear communication, milestone updates Budget/Timeline: Discuss based on scope. Milestone-based preferred. Potential ongoing maintenance.

Promo video needed asap

Seeking a skilled video editor to craft a dynamic 15–20 second promo for a relaunch. Must produce an engaging, polished short with compelling motion graphics, licensed royalty-free audio (editor assumes copyright responsibility), and social-media-ready formatting. Source videos, photos, and copy keywords will be supplied. Deliverables: crisp edit, smooth transitions, attention-grabbing pacing, color grading, and export in required formats. Timely delivery and revisions included.

Appointment Setter

Cerco un appointment setter madrelingua italiano per fissare appuntamenti per varie società nei settori automotive, edilizia, sistemi di pagamento e software IA. I contatti variano da tiepidi a freddi: bisogna processarli, qualificare i lead e convertire in meeting via telefono, WhatsApp o chat. Uso CRM HighLevel per il follow-up. Offro compenso orario più percentuale sulle chiusure, inclusi i richiami. Cerco precisa organizzazione, ottima comunicazione scritta e verbale e orientamento al risultato.

I need a short 1 minute reel creating

Seeking a skilled editor to craft a captivating 1-minute reel from provided still photos and text. The project requires dynamic transitions, tasteful effects, concise pacing, and a fitting music track. Deliverables: polished 60-second reel optimized for social platforms, source project file, and one round of revisions. Familiarity with CapCut-style edits and strong sense of timing, visual rhythm, and typography is preferred. Timely delivery and attention to detail essential.

Web scraping/ Power Query / Power Automate

We are looking for a Microsoft 365 / Power Query specialist to support operational workflow and data automation projects across aviation and procurement businesses. This is NOT a generic web developer role. We need someone who is highly capable with: * Power Query * Advanced Excel * SharePoint * Teams / OneDrive structure * Microsoft 365 administration * Workflow automation, Power Automate and Zapier * Data cleansing and transformation * Reporting structures * File governance and operational organisation The ideal person understands business processes and operational data flows, not just coding. Typical work may include: * Cleaning and automating messy Excel datasets * Creating Power Query transformations * Structuring SharePoint document libraries * Improving Microsoft Teams/OneDrive workflows * Setting up operational reporting * Creating scalable folder and naming structures * Supporting audit trails and governance processes * Assisting with process automation Experience in procurement, logistics, aviation, operations, or corporate environments would be highly beneficial. This will begin as a small paid test project with potential for significant ongoing work. Please include: 1. Relevant experience 2. Examples of similar work 3. Your availability 4. Your hourly/day rate 5. Whether you are based in Bangkok or Thailand We are looking for practical problem-solvers who can improve operational efficiency quickly.

PMT launching Promo "WE KNOW ist a CHALANGE"

Alfennec PMT is a project management and CRM application that enhances productivity and customer satisfaction. You can manage your projects, clients & team easily in one place. It includes everything you need to manage your business effectively. 90 seconds Please Review this link for reference https://help.aconex.com/learning-paths/getting-started-learning-path/ https://videohive.net/item/crm-company-marketing-presentation-with-character/13512299

Help with super control

Hi there, I have a super control account i need help setting up as i do not have the time to do it. It has 10 properties the properties are already loaded onto it. I also need help with the dynamic pricing, automated emails and pricing. Many thanks