We are looking for someone to setup our instance of Microsoft Dynamics CRM Online.
You will need to work with our billing software vendor, OneBill Software, to integrate the billing system to MS Dynamics.
You will need to setup an integration to a lead generation company we have contracted with, 360connect.com, to populate leads. A question asked by the vendor, • Does MS Dynamic API accepts a standard name/value, application/x-www-form-urlencoded, HTTP POST for lead entry?
Setup webforms that we can place on our website.
Setup workflows, mainly a workflow specific to the 360Connect leads that will automatically assign the lead to a salesperson and send out an email to the lead and notify the salesperson of the new lead. Other workflows as needed.
Customize templates for proposals/quotes, email templates, contract templates, etc. as needed.
Email nurturing campaigns setup.
Other customizations that come up.
Some basic training as well.