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Microsoft Dynamics Setup -- 2

$30-250 USD

Closed
Posted over 8 years ago

$30-250 USD

Paid on delivery
I have a kitchen furniture business .We supply and install the furniture Potential customers contact us in a number of ways but we can manually add them to the database At first I want a lead database I would like emails taken and sent to the people to be visible to other people in the organisation and also the pdf files attached to those emails After the first consultation the customer gets a proposal which is a pdf of a drawing of what we propose to install for them and another pdf with the quotation Normally they would get 3 or 4 revisions before they agree a design and place the order During this process I want to be able to schedule follow up call and appointments in the showroom and assign these to different users When this process is over I want to re categorise the lead into confirmed job or dead lead etc That is really all I need for now but when that is set up I want to be able to create a sales order in the app where we can input all the details about the lead into our database like the style of units they want, the colour of the them, the type of handle etc We need to output this info into a template which we can print off and get the customer to sign that they agree to all the specifications On this template we would need the facility to add notes  From the sales order I would like to be able to order goods we have for re-sale like sinks cookers etc So in effect we would have catalogues for each of our suppliers on the system together with that suppliers email address so at the click of a button the app will order a sink from the sink supplier if that sink is not in our stock and if it is a sink that we keep in stock it will automatically reorder a specified quantity of that sink once the minimum amount in stock has been reached Once that has been done I would ideally like to generate quotes in the app We would need lots of flexibility and the quote output template would need to have areas to add text as well as areas where we can input goods from the product catalogues mentioned earlier The goods for resale need to be split up into 3 or 4 different headings also I can send you an output we do from an excel worksheet Desired Skills Microsoft Dynamics CRM, Microsoft Dynamics ERP
Project ID: 8707795

About the project

1 proposal
Remote project
Active 8 yrs ago

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Hey There, Hope you are doing well!! I can set up your new process in your Microsoft dynamics & update it on regularly basis . I am certified microsoft certified technical specialist & having huge exp in working with CRM. Let me know if you are interested Thanks Andrew Skype:andrew.0204
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Flag of INDIA
Malerkotla, India
4.6
17
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Member since Dec 6, 2014

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