Microsoft Dynamic CRM - No history required

IT & Networking ERP / CRM Software Posted 2 years ago

Hourly Job

Less than 30 hrs/week
Less than 1 month


I need someone to help me customize my Microsoft CRM out of the box. I need someone who can hear what I am looking for and then build that process into the system. I also need someone who can program the workflows and help me identify how to track goals, activities and other metrics specific to my business. I am not sure if Outlook and CRM are really the best fit for my needs.

Can outlook emails trigger actions / workflows in CRM?
Can they do so without the CRM tracking token showing in each subject line?
Can they trigger from emails to specific clients?
Is there a way to connect to constant contact to trigger workflows?
Can we track phone calls from windows based cell phones?
Is there a way to create contact records form emails that trigger workflows that trigger the user to contact?

If you can answer these and many more questions please respond with the following 4 letters: BNTC

Any responses without these letters will be immediately disregarded.

  • Other Skills:

Client Activity on this Job

Last Viewed: 2 years ago

Proposals: 9

Hired: 1

About the Client

(4.51) 16 reviews

United States
Louisville 05:46 PM

32 Jobs Posted
60% Hire Rate, 1 Open Job

$4,311 Total Spent
20 Hires, 1 Active

$2.71/hr Avg Hourly Rate Paid
1,286 Hours

Member Since Oct 13, 2011