Microsoft Office 365 - CRM/Phone/Flow Integration
$15-25 USD / hora
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.
Nº del proyecto: #20808849
Sobre el proyecto
14 freelancers están ofertando un promedio de $26 / hora por este trabajo
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 provid Más
We are Dynamics Experts and have done similar integration, We can do this. Let's start work, Please ping.
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 notifica Más
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 Más
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 M Más
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 Repor Más
iam hard worker good communication skills on time delivery your work 65 wps everything is I am handling
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 t Más
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 di Más
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-en Más
