Microsoft Dynamics CRM Workflow & Process Creation/Programming
We need someone who is experienced in creating custom workflows, processes, and reporting in Microsoft Dynamics CRM 2015. We have the general outline of the process/workflow we want to accomplish and need someone to build it into our current CRM system using the best practices available.
Summary of projects:
1. Create automated and re-occurring process for Contacts, Leads, Opportunities
a. See file “Flow Chart Process – Contacts, Leads Opps”
2. Create weekly automated excel reports for both individual users and management
a. See file “CRM Reporting Needs”
b. Will need to be able to make changes to CRM by re-importing excel spreadsheet.
3. Automatic promotion of all Outlook appointments to CRM; unless marked as private.
Our goal is to make the system as easy to use as possible for our professional staff.
A little about us:
Our company and our affiliates deliver strategic business solutions to meet the needs of privately held businesses and high-net-worth individuals. We provide unparalleled expertise in operational consulting, process improvement, M&A, tax planning, assurance and advisory services.