I am looking for someone experienced in Microsoft Dynamics 365 to build out a solution for my company.
What we need it to do:
-Store customer information that we want to store (i.e name, address, Type of contact, where they are in the sales process, contact info, unique ID#, Sales Rep Assigned, lead source, every time we interact with the lead and what type of interaction, and more)
-Stores forms that our technicians can bring up on their tablets to fill out for each job for a customer. BUT I want to be able to auto-populate some of the customer information. Then when they are done with the form, it gets attached to the job folder, which is attached to the customer file.
-Be able to sort by certain customer info, such as ID #, type of contact, Sales process, etc.)
Hours to be determined
Less than 1 month< 1 monthProject LengthDuration
I am looking for a mix of experience and value