Help with Microsoft Dynamics CRM

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

We have designed a simple contact form for a specific client engagement. We would like to build an additional section on the form to track specific data from the client. This data needs to be collected in a way that we could aggregate across the client engagement and at different points in time. For example, there are 3000 clients. We want to collect data on 10 financial wellness concepts -- do they have a will, yes or no? Do they have guardians assigned -

yes or no? We then want to be able to pull the number of wills across the 3000 clients.

Additionally, in the social pane, we would like the ability to set an appointment (from the contact form) and have it directly be added to the calendar of a user.

CRM Dynamics Microsoft

Project ID: #15068700

About the project

5 proposals Remote project Active 6 years ago

5 freelancers are bidding on average $538 for this job

aanvikm

Hello Sir, I have worked on Dynamics CRM and I would like to help you here with this project. Could you please open chat to discuss about the project. Thanks Aanvik Relevant Skills and Experience Dynamics, CRM, Great More

$588 USD in 10 days
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webprog4hire

MCSA SQL 2012 Microsoft Certified Solution Associate. MCTS 70-515 WebApplications Development with Microsoft .net Framework 4 * Excellent understanding of Desktop, Windows applications with C#, WPF , Relevant Skills More

$666 USD in 4 days
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AhteshamAK

Hey there! Welcome to PixcileTechnologies! Hope you are doing well. This is Ahtesham, I have worked on similar projects Having a team and 5+years of experience Relevant Skills and Experience Relevant Skills and Experi More

$361 USD in 10 days
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