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Microsoft Office 365 - CRM/Phone/Flow Integration

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.

Kemahiran: Sharepoint, Salesforce.com, Microsoft, Microsoft Outlook, Excel

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Tentang Majikan:
( 0 ulasan ) United States

ID Projek: #20808849

19 pekerja bebas membida secara purata $24/jam untuk pekerjaan ini

bdrudra

"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, Lagi

$24 USD / jam
(38 Ulasan)
6.1
qitsol

We are Dynamics Experts and have done similar integration, We can do this. Let's start work, Please ping.

$50 USD / jam
(35 Ulasan)
6.0
ashutoshawasthi

Hello, Greetings !!! I have worked on similar SharePoint & office 365 customization projects that you are asking for and I am confident, I can achieve the results that you are asking for and I can complete your proje Lagi

$20 USD / jam
(20 Ulasan)
5.8
sharepointonline

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 Lagi

$25 USD / jam
(17 Ulasan)
5.9
khanicha

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 Lagi

$20 USD / jam
(8 Ulasan)
4.8
krajeshmenon

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 Lagi

$24 USD / jam
(8 Ulasan)
5.3
arhamsoftltd

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 Lagi

$25 USD / jam
(3 Ulasan)
4.7
akhileshgandhi

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 Lagi

$15 USD / jam
(18 Ulasan)
5.4
susanna2018

⭐⭐⭐ Hi, Dear client. ⭐⭐⭐ I'm very interested your project. I read your description carefully. I'm very talented Python expert with rich skills in Office365 If you assign to me this project, you can get a cool result Lagi

$20 USD / jam
(5 Ulasan)
3.1
rizvi92

I am experienced Office developer. I have also develop CRM integration with Outlook and Outlook and Office automation solutions.

$15 USD / jam
(0 Ulasan)
0.0
nayaknarendra99

Hi there! I'm Narendra I am certain you will find my skills and talents to be of value. I am detail-oriented, punctual, and organized. I prioritize quality over quantity. I also put myself in the shoes of the customer Lagi

$20 USD / jam
(0 Ulasan)
0.0
KhizarFastian

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 Lagi

$30 USD / jam
(0 Ulasan)
0.0
ManglamInfotech

Hello, Did you check [login to view URL] I suppose that it meets all the criteria set out in the description. Let me know if you want to set up a call and learn more about Salesforce implementation. At MITPL, we have Lagi

$23 USD / jam
(0 Ulasan)
0.0
greenforest0204

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 Lagi

$20 USD / jam
(0 Ulasan)
0.0
srijai123

iam hard worker good communication skills on time delivery your work 65 wps everything is I am handling

$51 USD / jam
(0 Ulasan)
0.0
krishnasatya61

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 Lagi

$15 USD / jam
(0 Ulasan)
0.0
partgreat801

Hi, I have gone through your requirements and I can do this task. The skills and resources needed for this project are in my genes. I can assure you for a complete professional work in given time [login to view URL] share comp Lagi

$20 USD / jam
(0 Ulasan)
0.0
amihiri09

I have excellent interpersonal skills with computer skills. Would like to work on this project in which time convenient for both the parties.

$16 USD / jam
(0 Ulasan)
0.0
danielasuzu

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 Lagi

$25 USD / jam
(0 Ulasan)
0.0