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Freelance CRM Developer

CompactSoft International
New Cairo, Cairo
Posted 4 years ago
19Applicants for1 open position
  • 8Viewed
  • 2In Consideration
  • 4Not Selected
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Job Details

Experience Needed:
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Job Description

First CRM integration:

To have two-way integration between D365 Finance and Operation and (ERP) and D365 CRM as follows

  • Account > Customer
  • Contact > Contact
  • Product > Item
  • Item price > Product price
  • Quote > Sales quotation
  • Sales order > Sales order

Second CRM customizations:

  • Check for an existing customers to avoid duplication, if mail and phone number combination are the same.
  • VIN Maintenance (Integration and Customization):
  1. New Task will be generated After VIN “Maintenance” checkout call for follow up and survey 5 Days.
  2. After VIN “New” checkout call for follow up and survey - 3 Days.
  • New Task will be generated for preventive Calls (Next maintenance Date “5000 KM” – Service Reminder - Recall).
  • SMS Integration with “Zagel”: A new notification type (SMS) will be added to the system and will be integrated with the provider.
  • DMS Integration: When the Case Type is “DMS” place the CRM Case ID in ERP DMS.

Job Requirements

  • Experience needed: 1-2 years.

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JobsIT/Software DevelopmentFreelance CRM Developer