Microsoft Dynamics CRM System implementation and integration

Published: Aug 02 2021
Valid until: Sep 01 2021
Hourly rate:$20-$50/h

Project description

The aim of the project is to reflect the complete sales process and business development. The final configuration of Microsoft Dynamics 365 should enable: - having a coherent tool supporting the daily work of a salesperson, fully integrated in MS Outlook, iOS, phone, Jira and calendars - having a uniform reporting tool for the purposes of Controlling and Sales - information flow on the status of activities on clients - including for the purposes of marketing campaigns The final result of the project is the delivery of a CRM system configured in accordance with the requirements described in the specification confirmed at the start of the project, along with integration with external tools (eg Jira, User.com, Fb, Ln).

Project scope

Analysis of the needs / expectations / goals of the project | 1-2 weeks
Discovery of the needs / expectations / goals of the project (at the level of the organization and project participants)Analysis of the current processes in the organizationPreparation of next steps schedule and assignment of people responsible for each stage
Microsoft Dynamics 365 configuration - data input structure, labeling | 1 week
Designing the data structureDesigning / mapping the sales process (stages, KPI)Preparation of configuration specificationsConfiguration of MS Dynamics according to the specification
Data Import | 1 week
Preparation of data for importData importDeduplication and consistency in data structure
Workflow automation in Microsoft Dynamics 365 | 2 weeks
Analysis and preparation of the workflow automation structure (tasks, activities)Preparation of workflow specificationsConfiguration of workflow automation in MS Dynamics
Integration of Microsoft Dynamics 365 with external tools | 1-2 weeks
Diagnosing goals / expectations / requirements for data flow within individual integrationsAnalysis and design of the integration scheme with Jira, User.com, Ln, Fb and other sourcesPossibility analysis for individual integrations (Jira, User.com, Ln, Fb)Prepare native / 3rd party integration specificationIntegration configuration as per specification
Reporting and Analysis | 1 week
Defining sales goals, KPIs and required reportsPreparation of report specificationsConfiguration of dashboards in accordance with the guidelines* Suggested use of Power BI
Access and structure management | 1 week
Preparation of the structure of teams, managers and usersConfiguration of permission levels and restrictions for individual users
Implementation of the sales team | 1 week
Team trainingDescribing the rules for using Microsoft Dynamics 365 for the sales team

Required software

  • MS Dynamics

Skills

  • Integration

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