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Microsoft Dynamics Crm Jobs

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Hourly - Expert ($$$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
ACCOUNTS RECEIVABLE plus ACTIVE x 2 positions available NOW, IMMEDIATE START. SKip tracing / Debt Collection ADMIN on not found or moved address clients who have taken out a cash loan $50-$500 with our various companies. They need to be followed up via email and sms daily which will be through Infusionsoft and also mobit.com and or 180sms.com for sms and email direct from email address provided from us , also infusionsoft log in . We require a systemised and attention to detail type of worker that has an accounting mind that can also work out amounts that are no owes due to the non response the client has chosen, you will then put them onto a new repayment arrangement that will need to be followed up on and monitored. Great opportunity to show your great attention to progress you will also see your results in the following weeks totals, so its important that you are great at excel and crm management as well as diligent relentless debt collection, this position will also involve once the debts are on top of in contacting our premium clients of over 8500 in sms and email marketing for new cash and homeloan reviews.
  • Number of freelancers needed: 5
Skills: Microsoft Dynamics CRM Account Management Accounting Accounts Receivable Management
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
1) Work with our specs to customize the front-end views and forms in our MS Dynamics CRM system. 2) Develop and test program and programming modifications; Write testing plans for others to test your work 3) Build a few customized reports for MS Dynamics. 4) Train our team on Microsoft dynamics features and functionality. 5) Provide on-going support, maintenance & guidance as we enhance the system with future features, etc. 6) Customize an existing Dynamics CRM online system by updating forms, troubleshooting various issues and perfecting API to QuickBooks. 7) Must have knowledge of not only Dynamics online but how it integrates to Office 365 (Exchange, Onedrive, etc.)
Skills: Microsoft Dynamics CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $1,500 - Posted
Better Business Partnership (BBP) is a joint Council service funded by Ku-ring-gai, Lane Cove and Willoughby City Councils. We are currently seeking the assistance of Sydney (or near by) based IT professional with strong skills in developing and undertaking modifications/customisations to Microsoft Dynamics CRMs to meet business needs. We anticipate the customisations would include: - Reports to assist management to track team member performance. - Reports to assist management to track performance of program (weekly, monthly, quarterly and financial year reporting). - Dashboards to assist team members to track activities and their KPI's and management to monitor program and staff performance. - Creation of workflows within the CRM that support BBP’s sales pipeline and service delivery. - Creation of alerts to enable team to identify outstanding activities as per BBP’s business/customer service rules. - Customisation of the entity “Opportunities”. - Other customisations as identified by consultant to support program.
Skills: Microsoft Dynamics CRM CRM
Fixed-Price - Expert ($$$) - Est. Budget: $4,000 - Posted
We are looking for fresh and innovative designs for a new website. You will be required to provide design options and then implement using a content management system like wordpress or otherwise. While there is potential to split the project we would prefer one person/company to provide the full service. We would like to see references and experience of designs and websites you have provided including the creative design through to implementation/programming. References must be contactable should we wish to proceed. We would be happy to be a reference site on completion. Please see the attached brief for full guidance We would request a home page mock up and 2 content pages for review of your proposed design.
Skills: Microsoft Dynamics CRM Graphic design HTML5 Search Engine Optimization (SEO)
Hourly - Expert ($$$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
I run a team of mortgage loan officers in Southern California. Our front-end sales process needs to be systematized so we can increase the number of customers we serve. We have already purchased licenses for a lead management CRM by the name of Whiteboard Mortgage CRM. I'm looking for a CRM systems expert who can work directly with Whiteboard to get some basic training on their CRM, then implement our custom workflow.
Skills: Microsoft Dynamics CRM CRM Data Entry Sales
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