Completed

MS CRM Online - customization related to invoicing

This project was successfully completed by sanketpatelcom for $250 USD in 10 days.

Get free quotes for a project like this
Employer working
Completed by:
Project Budget
$30 - $250 USD
Completed In
10 days
Total Bids
6
Project Description

Dear,

In our test environment of Microsoft CRM Online we'd like to have several customisations related to invoicing.
Please note that we're talking about the MS CRM in the cloud, and this is not about an on premises CRM server.

For now we need a customization that allows us to easily create quotes.
We noted belowe milestones and deliverables:
1. VAT implementation:
- Entity creation
- Possibility to add VAT rates
- Default VAT rate for each quote
- Allow selection of VAT rate per quote
2. Supplier changes:
- When selecting a supplier of a product this should be no free text field
- per supplier we need these fields: name + payment terms + credit limit
3. New quote template:
- Quote extract to PDF with template based on example
- VAT info should also be included
4. Workflow creation:
- Send quote PDF in 1 click
- automatic fields: e-mail address, subject, e-mail text, attachment(quote PDF)

It is very important that all changes to the CRM are clearly documented.
Our IT engineer must be able to reproduce your changes on our production CRM server.


Kind regards,
Timothy Conix

Looking to make some money?

  • Set your budget and the timeframe
  • Outline your proposal
  • Get paid for your work

Hire Freelancers who also bid on this project

    • Forbes
    • The New York Times
    • Time
    • Wall Street Journal
    • Times Online