We are a 50-person wealth advisory firm seeking an expert to assist in building out our Dynamics-based CRM and implementing efficient workflows using Power Automate. The ideal candidate will have experience in CRM systems and a strong understanding of automation processes. Your role will involve collaborating with our team to customize the CRM to our needs and streamline operations through effective workflow implementation. The ideal candidate will be able to work for a minimum of 10 hours a week with two 30 minutes sync-up meetings. This work is expected to go through the end of 2025.
Keyword: Business Development
Price: $70.0
Microsoft Dynamics Development Microsoft Dynamics CRM Microsoft Dynamics 365 Customer Relationship Management Microsoft Power Automate
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