Set up Dynamics 365 CRM
What you get with this Offer
This hourlie is for businesses looking to move into CRM to better manage their processes and customers.
The hourlie includes:
1) One day onsite visit to analyse business procedures and Entities.
2) Define Dynamics 365 structure.
3) Installing & setting up Dynamics CRM
Get more with Offer Add-ons
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I can configure D365 for contact management
Additional 1 working day
+$497 -
I can set up Sales pipeline and Lead capture
Additional 2 working days
+$995 -
I can set up one Business Process
Additional 1 working day
+$497 -
I can set up and configure 3 workflows
Additional 1 working day
+$497
What the Freelancer needs to start the work
The businesses need to prepared for the Onsite visit so the CRM can be designed accurately. Also be prepared to spend a whole day to go through this important step. On the day, the business should have following available:
1) List of outputs required. This should include information required in reports and any templates.
2) Information on business operations and how they are related.
3) List of all the business entities and how they are used. For example, staff and how there tasks are determined.
4) All the information that is to be entered into CRM for each entity.
I do not expect the businesses to have all the above information complete. To prepare yourself, it is best to have few items for each of the points above for Onsite visit.
Business analysis will be carried out by myself with you to draw up the final CRM structure. This structure will not be set in stone on day 1. This will be the first revision and may alter during the CRM set to suite the business needs.