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Dynamics CRM Development

Current situation:

We are a service provider who sells hardware but predominantly provides IT support and services.

We use Ms Dynamics CRM 2015 on Premise for reoccurring opportunities & leads

We have Sales/ Engineers/ Admin/ Accounts Departments

We run software called CEO which we currently use for creating invoices and job numbers

We project manage the jobs using a public folder calendar in outlook.

We run Sage Line 50 as our accountancy software

We use Job numbers and Invoice numbers but currently not quote numbers

Objectives:

1. Akita wish to move away from our current ServiceCEO billing software and have a comprehensive invoicing within CRM linked to an accounts system that can push both ways. We know this needs to be done using the following software - [url removed, login to view]

2. Orders that require jobs need to generate a case that will be assigned to a field based engineers. Some orders may require reoccurring jobs.

3. Account forms need to show a roll up of previous products sold.

Considerations:

Invoices need to be able to be invoiced quarterly for amounts over £5,000.00 year.

Need to be able to automatically generate renewals that can be checked before being sent

During the course of an annual invoice period multiple additional invoices may be raised pro rata that will need to be added to the main renewal invoice.

Where credit notes would be raised

How would nominal codes used in Sage accounts link with CRM

We need to be able to write one off additional hardware or software invoices

We need to be able to specify terms on invoice like immediate, 30 days and monthly standing order

Compétences : CRM, Dynamics, Microsoft

Voir plus : software sales jobs, software development service provider, software development opportunities, software development notes, software development hardware, sells jobs, sales support jobs, sales software jobs, sales leads forms, sales engineers jobs, sage line 50 software, sage 50 products, sage 50 accounts support, public service jobs, on premise sales jobs, on line sales jobs, one off jobs, jobs software sales, jobs in software development, jobs for software engineers, jobs for sales engineers, jobs ceo, it support jobs, it software development jobs, invoicing jobs

Concernant l'employeur :
( 0 commentaires ) United Kingdom

N° du projet : #8492386

16 freelance ont fait une offre moyenne de 4991 £ pour ce travail

qitsol

A proposal has not yet been provided

4210 £ GBP en 30 jours
(32 Commentaires)
5.8
thecrmsolutions

Dear Sir / Madam, This is Zahid Wakil Rao & I am Microsoft Dynamics CRM Certified Technical Consultant at The CRM Solutions. The CRM Solutions provides technology & business process consulting services to companies Plus

5000 £ GBP en 30 jours
(3 Commentaires)
4.1
defactoinfotech

Dear Client, I understand that you are looking for a Microsoft Dynamic CRM developer. I invite you to interact with me so that you know my skills and I understand your exact needs. As for credentials of my compa Plus

4000 £ GBP en 30 jours
(3 Commentaires)
3.7
cdstechnology

Certified Dynamics CRM Developer Certified Dynamics CRM Developer Certified Dynamics CRM Developer Certified Dynamics CRM Developer

4000 £ GBP en 40 jours
(1 Commentaire)
2.4
kchg

Hello [url removed, login to view] freelancer ranking is top 6th and i am full stack developer. I am interested in your project and I hope to work with you. I have enough experience with WEB developing for 5+ years. Client satisfaction i Plus

4123 £ GBP en 30 jours
(0 Commentaires)
0.0
madhavdutta

Hello Dear, Hope you are doing well !! I have gone through your project description and as per my understanding you are looking for development of a CRM system to manage your leads and getting the reports as wel Plus

8247 £ GBP en 30 jours
(0 Commentaires)
0.0
aistechnolabs

Greetings, Thanks for the opportunity. AIS Technolabs (Expert Software Developers) is a dedicate team with over 5 years' experience and a strong workforce of 240+ Professionals. Almost 80% of the required tec Plus

4845 £ GBP en 50 jours
(0 Commentaires)
0.0
excelence

We do have experience with such projects and definitely we can have a solution, for a higher budget, not over the night and ONLY with a great communication. A meeting is possible as well, to make all the things clea Plus

10526 £ GBP en 90 jours
(0 Commentaires)
0.0
smartwork007

Hi i am having 5 years of experience in Dynamics CRM Development . worked with redware Sage 50 Connector integrated to account system. i will do your project immediately.

4444 £ GBP en 30 jours
(0 Commentaires)
0.0
workspaceit

Hello, I m Tahsinul Alam, completed Masters in Software Engineering now working as one of the project manager of Workspace Infotech, software/Outsourcing firm located in Dhaka, Bangladesh. We have 13 different team Plus

4123 £ GBP en 30 jours
(0 Commentaires)
0.0
freelancerqa007

Hello There, This is Nirav . I have more then 4 years experience in CRM. I work at CRM 2011, 2013 and 2015 too. My skype : [url removed, login to view]

3000 £ GBP en 30 jours
(0 Commentaires)
0.0
ProsperoWeb

--- SERIOUS BID --- Hello Charlie, We are one of the leading web development company based in Toronto, Canada with presence in Seattle, WA, United States. We have thoughtfully reviewed your requirements for Dy Plus

4500 £ GBP en 30 jours
(0 Commentaires)
0.0
Solzit

Greetings from Soluzione IT Services!!! Soluzione is a Microsoft Certified Partner and certified Microsoft Dynamics CRM Solution Advisor. We have Certified Experts on MS Dynamics CRM and other latest Microsoft technol Plus

4444 £ GBP en 30 jours
(0 Commentaires)
0.0
buraqtech

1. Invoicing App We already designed and developed a complete online invoicing application in which currently we are handling these modules 1. Place New Order (phone order page from sample) 2. Pending Orders 3. Shi Plus

5263 £ GBP en 60 jours
(0 Commentaires)
0.0
lavizsolutions

Hi, Please checck CRM i am working on... [url removed, login to view] here we can have customer based pricing, software renewal order... Please check and provide me some more details. Plus

5000 £ GBP en 125 jours
(0 Commentaires)
0.0
WorkXpressPaaS

Hello! We are a US company with a 13 year history of developing cloud-based custom software solutions for a diverse client list. Our rapid development platform is able to save our clients significant time and money Plus

4123 £ GBP en 30 jours
(0 Commentaires)
0.0