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Microsoft Office 365 - CRM/Phone/Flow Integration

$15-25 USD / hour

Suljettu
Julkaistu yli 4 vuotta sitten

$15-25 USD / hour

My 5-person insurance agency currently using Office 365 Teams/Outlook/One-Note/Excel/Word/Sharepoint (OneDrive)/Bookings. We also use Trello for keeping track of tasks and our CRM is a [login to view URL] (fairly new, insurance-only CRM). We currently use RingCentral for our phone system, including SMS/MMS. I have created a couple of tickets with Microsoft trying to: 1) Send/receive SMS/MMS through Teams without any success. There seems to be a few third-party apps available. 2) Set-up teams so when a call comes in, a browser tab is opened with a URL that includes the phone number. For example, RingCentral will open a browser with [login to view URL] %P where P is the 10 digit phone number. The purpose of that is that the callers accounts shows up if the phone number matches an account in our CRM. If Teams cannot be set up to create that type of action, is there a call log within Dynamics, for example? I am looking at vendors like [login to view URL], [login to view URL], [login to view URL] to find a way to handle new clients in a more efficient way. Preferably, I would like to be able to: 1) See every SMS/MMS/Email/Phone call/Attachment that pertains to a client. 2) Have the client be able to see the progress of a new business project as well as responding to messages, upload files, fill out forms, all on the same platform. 3) Have automatic reminders for outstanding tasks 4) If possible, have a live chat with a client regarding an open project/task 5) Files are saved in OneDrive automatically 6) Incoming emails are easily attached to a project Does Microsoft have the capabilities to take care of most/all of these needs? There are additional related needs so if you can help with these requests, we can work on other projects shortly after.
Projektin tunnus (ID): 20808849

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14 ehdotukset
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Aktiivinen 5 vuotta sitten

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14 freelancerit tarjoavat keskimäärin $26 USD/tunti tätä projektia
Käyttäjän avatar
"SharePoint Expert" Hello there, Hope you are doing great. We are a small but excellent team of SharePoint developers and designers. We having expertise in every domain of SharePoint like SharePoint customization, custom development, migrations, workflow development, SharePoint branding and themes developments etc. I have 6+ years of experience in SharePoint and .NET technology. Along with that we have extensive experience in Power BI, Power Apps, Flow, teams, Infopath forms, SPFX web part development, SPFX Extension etc. I have completed more than 30 project over freelancer. You can check our client ratings by visiting my profile. My ultimate goal is customer satisfaction and you can see I have highest completion ratio with 5 star reviews. If you will hire us then I am damn sure that you will be fully satisfied with my expertise. I need one small meeting on personal message to discuss the complete requirements and then start the work ASAP. Looking forward for your kind reply. Regards, HINA
$24 USD 40 päivässä
4,7 (51 arvostelua)
6,6
6,6
Käyttäjän avatar
Hello, The only way for your requirements solution is by writing a new workflow. This workflow can be integrated with another external resources such as API, Web Services, SDK, etc. You can integrate with RingCentral using their API so you can do SMS send or got phone notification. You also have the ability for managing OneDrive by using their API as well. Do, now it is depending on your system flow, in order I could follow please explain. Thank you K
$20 USD 20 päivässä
5,0 (18 arvostelua)
6,0
6,0
Käyttäjän avatar
Hi there, Greetings of the day! How are you doing? Dynamics 365 would be an ideal fit for your requirements - my response to your list of requirements: 1. SMS / MMS - will need to integrate with the SMS / MMS provider. Email / Phone Call / Attachments are an out of the box feature - will need to configure / customize as per need 2. Will need to setup a Customer Portal off Dynamics 365 for the Customer to access and view the progress or interact with the system 3. OOB feature of Dynamics - need to configure the workflow based on reminder frequency 4. Probably a Skype integration will work here - need to explore more 5. Files can be stored automatically to SharePoint folders - can setup a MS Flow action to copy over to One Drive 6. Needs to be configured (Am not very aware of the RingCentral app / system - I believe it can be integrated) (SmartSheet - I did use it to manage our projects - neat app, but does not provide all of the functions that a business is looking for) I have requisite expertise in Dynamics 365, SharePoint, Azure and related tech stack and have provided services for business verticals such as Real Estate developer (facility management), Healthcare, Legal and Law, Quality & Compliance, WHS, etc... Happy to discuss further. May I request your connect to discuss more about your project requirements and understand how best it can be implemented... Thanks, Regards, Rajesh Menon
$24 USD 30 päivässä
4,8 (13 arvostelua)
6,0
6,0
Käyttäjän avatar
We are Dynamics Experts and have done similar integration, We can do this. Let's start work, Please ping.
$50 USD 40 päivässä
4,9 (35 arvostelua)
6,0
6,0
Käyttäjän avatar
Integration of RingCentral and Microsoft Team, will be the challenging part of this project and it will surely required good R & D work and have to get access to RingCentral APIs if they provide. To get call notification within Team is done or yet its pending? Shall we discuss your requirement in detail so I can understand your hardware setup ? Regards, Amit
$25 USD 40 päivässä
4,9 (17 arvostelua)
5,8
5,8
Käyttäjän avatar
Hello, I have gone through your post, In a nutshell, you can take us as your long-term IT Partner. We have a different team for different areas such as Dynamics CRM, Sharepoint, and Salesforce. Microsoft services are our core expertise and have experience for more than 6 years. Looking for more discussion Team of 90+ included ✅ Developers ✅ Designers ✅ PM's ✅ BA ✅ QA Testers Sam,
$15 USD 40 päivässä
4,5 (32 arvostelua)
5,8
5,8
Käyttäjän avatar
Hi, I can help you with integrating Microsoft dynamics for your office needs. I led the teams to deliver solutions using innovative technology platforms include Microsoft SharePoint, Sitrion Social Sites, SharePoint Migration, and SharePoint integration with many third party product like Adobe Analytic, Sinequa Search, Kontiki, and Salesforce. Expert in SharePoint (Office 365, 2013 / 2010 / 2007 / WSS 3.0 / WSS 2.0), Window Azure, Sharepoint-Adobe Analytics, Sinequa Search, C#, VB.Net, ASP.net (all versions). let's cat to get started. Regards FA
$25 USD 40 päivässä
5,0 (5 arvostelua)
4,8
4,8
Käyttäjän avatar
I have been working in IT industry from last 9 years. My Technical Fortes: Dynamics CRM 2011, 2013, 2015, 2016 and Dynamics 365 (Both Online and On-premises), CRM Reports Development (Both OOB Reports and Custom Reports), SQL Server, SSRS, C#, JavaScript, Asp.Net,, Azure Webjobs, Logic Apps My main responsibilities are Requirement gathering, Design, estimate, Develop, Unit Testing and Technical Documentation. I have started my career with Asp.Net applications and then i moved to CRM after working 1 year in Web applications. During my career i have involved in 6 large implementations on CRM and developed Complex reports in SSRS. Also, I am a Microsoft Certified Professional having 6 Microsoft Certifications. Certification has been attached in my Portfolio. I have dealt with different clients from different regions starting from US to UK.
$15 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
iam hard worker good communication skills on time delivery your work 65 wps everything is I am handling
$51 USD 45 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
Hello i am very interested in your post project since i have rich experience on this kind of project. Actually, i am feeling confident about to give you perfect result in time. please call me Dmitrii. looking forward to hearing from you. best regards
$20 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
Hi, My name is Khizar and I have more than 11 years of IT experience and around 9 years specifically on Microsoft Dynamics 365. I worked on Dynamics 4.0, 2011, 2013, 2015, 365 online and on prem both. I successfully did 5 large scale projects in Middle East and around 15 projects in Australia. I also have knowledge of Power Apps, Power BI, Flows, SSIS and Office 365 Admin. I have 7 Certification in Dynamics including MCSA (Microsoft Certified Solutions Associate) and MCSE (Microsoft Certified Solutions Expert).
$30 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
My experience in the IT industry has equipped me with key skills required for this project as I have been involved in a number of high profile IT projects over the years where I have managed or helped manage the end-end delivery of key projects/programs either to bring about change or improvement. Some of the responsibilities I have managed for different organizations in the past include: - Developing and implementing MS SharePoint within the organization in order to maximize business benefits and return on investment utilizing Enterprise Content Management, Knowledge Management and Collaboration solutions - SharePoint Super User responsible for the design, development and administration of collaboration sites, managing teams of design, content, UX, and development resources to deliver project plans on time and on budget - Identify the feasibility and benefits of digital/cloud solutions (Office 365) for improving effective Business Intelligence and Management Information; managing expectations and demand of stakeholders using an open and honest approach. If you would like me to help you with this project then please accept my bid and proceed to provide me with your high level requirements or technical specifications. I will then schedule a call where we can go over the work to make sure we are on the same page regarding your requirements, expectations, delivery approach and milestones/timelines. Looking forward to working with you on this project. Many thanks Daniel.
$25 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0

Tietoja asiakkaasta

Maan UNITED STATES lippu
Renton, United States
0,0
0
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Liittynyt helmik. 24, 2017

Asiakkaan vahvistus

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