Check current set up to ensure CRM is ok, safe, secure, works etc.
Data collected from online form to be pulled through into dynamics CRM, then to 6 or 7 word/PDF letters and documents, as required.
The order form is on expressevictions.co.uk. If any edits are needed for the online form to make the printed forms work just let me know, we can edit or discuss.
The CRM will auto-fill the docs when we require, once the online order form has been completed and info submitted to the CRM. So there will need to be a print function on the CRM.
This is an ongoing project. We hope to build out the CRM further so this is step 1.
Any questions just ask.
11 freelancer đang chào giá trung bình $550 cho công việc này
Hi there, I have checked the details. I have rich experience with Azure, CRM, Dynamics, ERP, Microsoft. Please initiate the chat so we can discuss this job in detail.