I need an iFrame to be built that will be inserted into my web page to have data from web form sent to Microsoft CRM 2010 and automatically create and enter data fields in a new 'Lead'.
there are three forms that will need to be created and data from fields:
1 - [url removed, login to view]
2 - [url removed, login to view]
3 - not buildt yet (see attached Solar Request Form)
Each of the above will crate a lead with field data, you see on above and will create an additional field to show from what form it originated from.
CRM Dynamics configuration (Optional, will consider as a Plus if freelancer is capable of doing):
1 - Create fields that are not existing in CRM Lead
2 - Create Workflows:
a) Create thank you email template
b) Send automatic email to customer from CRM email template
c) Send email notification to user
d) Send emial notification to Sharepoint library of customer info received from Form
Any additional tasks you recommend will be considered and will provide us with information of the capabilities and abilities of freelancer.
- Must speak and write fluent English
- Must be available for contact during US Central time zone normal business hrs
- Must be able to use Skype
- Must be able to use Teamviewer