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.
6 freelancers are bidding on average $544 for this job
In response to your job posting, kindly accept our proposal for this project. We meet the requirements as stipulated and feel a strong contender for this project.
Hello, Thank you for considering us, we are Ms Dynamics expertise with 6 years of experience, we match the requirement very well and deliver the project according to you. thanks!