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Especialista em Microsoft Dynamics Crm 2016

Published on the May 13, 2017 in IT & Programming

About this project

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Hi, we are a very small company (4 people) and have started using Microsoft Dynamic 365 integrated with just one account of Outlook 2016. Everything  are already comfigurated and working but we would like to make small improvements from time to time as we have time and budget for it. For now we need:
1.
Improve the integration of Outlook with Dynamics. Now we use Dynamics app for Outlook instead the full Dynamics for Outlook. We want to track all emails from one contact to an opportunity.
Our custamers are individuals not companys.
2. Set the flow of the sales process

Olá, somos uma pequena empresa com 4 colaboradores que iniciou o uso do Microsoft Dynamics 35 integrado com apenas uma conta de email do Outlook 2016. Tudo já está configurado e funcionando normalmente mas precisamos fazer alguns melhoramentos no uso da ferramenta, a saber:
1- Melhorar a integração entre o Dynamics e o Outlook para poder rastrear todos os emails trocados entre um contato relacionado a uma oportunidade. Nós agora estamos usando o aplicativo leve do Dynamics no Outlook mas talvez seja melhor usar o completo.
Trabalhamos com clientes pessoa física e não com empresas.
2- Estabelecer o processo de vendas no Dynamics.

Category IT & Programming
Subcategory Other
Project size Small
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
Experience in this type of projects Yes (I have managed this kind of project before)

Delivery term: Not specified

Skills needed