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Help implementing Microsoft Dynamics 365 CRM through Microsoft Teams

In need of assistance/consulting from a Dynamics 365 CRM specialist to help implement/organize our company structure into a new, custom CRM (using MS Dynamics 365). We are a small company and use Microsoft apps extensively (Teams, Outlook, and Excel primarily) and would like the most integrative solution possible (CRM should sync with Teams calendar, Excel sales data, etc.).

Our CEO's current focus is raising capital for various companies and projects. The CRM will need to track and organize contacts, prospects, current deal status, notes, next steps, and meeting dates. The CRM will require reminder messages and/or a ticker-tape info ribbon, notifying our CEO of meeting times and tasks that need completing.

Essentially, we need help taking the initial steps, setting up the template, educating ourselves on how to modify the CRM when necessary, and understanding the most productive ways to use Dynamics. We are new to this software and require a knowledgable individual to help get us started.

Skills: Excel, CRM, Microsoft Office, Microsoft Outlook

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About the Employer:
( 0 reviews ) Ann Arbor, United States

Project ID: #30583096

8 freelancers are bidding on average $1078 for this job

(119 Reviews)
6.2
shussee89

Greetings, I can surely help you for implementing Microsoft Dynamics 365 CRM through Microsoft Teams I fully understood your job offer and would be comfortable working on it as I am fully aware of building new websit More

$750 USD in 2 days
(0 Reviews)
0.0
FusionHawk

Hello there I have seen the tiny print as you'd like : implementing Microsoft Dynamics 365 CRM through Microsoft Teams The requirement has been analyzed, but it's impossible to know the need in a method of communicat More

$750 USD in 7 days
(0 Reviews)
0.0
maneetghai23

I am an excel expert. I have more than 17yrs of work experience. Please share the details and we can take this ahead. Profile: [login to view URL]

$1300 USD in 15 days
(0 Reviews)
0.0
dynatecon

From my experience (12 years in to Dynamics and CRM implementation), its hard to provide a timeline without having a requirement discussion. It would take atleast 2-3 weeks [ 10-15 days] to complete any Microsoft CRM i More

$1499 USD in 15 days
(0 Reviews)
0.0
ayushsingroul

Hi There! I'm Microsoft Dynamics CE Consultant/Developer. I can help you to customize and configure system for ease of use. We can achieve above requirements in most efficient way. Please let us know to discuss furthe More

$1200 USD in 7 days
(0 Reviews)
0.0
robo472

i am having 5.5+ years of experience in Dynamics 365. i have completed various microsoft dynamics certification like MB 901,PL400, PL 200, MB 600, MB 400, MB 200,MB 220, MB2 716. i have worked on with clients like Otis More

$1200 USD in 7 days
(0 Reviews)
0.0
iconofmotivation

Hi, Please send me the list of requirements on chat. We can work on a custom offer if needed post review of the requirements. I will provide documentation on all the customisations done and will facilitate necessary K More

$1125 USD in 7 days
(0 Reviews)
0.0