Microsoft Dynamics CRM Online - Create Case from Email / Portal
$30-250 USD
Em Andamento
Publicado há quase 11 anos
$30-250 USD
Pago na entrega
Hi,
We require a workflow to be written in MS Dynamics Online that when an end user sends an email to a specific email address (support(at)ABC, sales(at)ABC ) then a case is automatically raised in that departments work queue. It should also have the following features:
- Check the domain of the senders email and if that email address/domain is already listed as an account in the CRM then the ticket is listed in Cases under their Account.
- An anti-spam web form is also required, with selectable Departments(Sale,Support etc) and form fields.
- Upon submitting the request, the customer gets a Ticket Reference emailed back to them with a customisable message, along the lines of "Thank you for your request, you ticket ID is #999999 etc.)" The Ticket reference should also appear in the subject line of the email.
- All replies, either from the customer via email, our staff via email or directly in the CRM need to be visable under the Cases in the CRM.
- An email needs to be sent to the customer after a set period of time(ex. 48 hours(but I need to be able to change this)), if they haven't replied to a response from a member of staff as a reminder.
- Cases that have been open for a set period of time without a response / update from the customer need to be closed and the customer email as message telling them that the case has been closed.
- If a Case has been open for a set period of time(changable depending on department) without a member of staff replying then an email is sent to every member of that queue as a reminder.
- Feedback request sent when the case has been closed to gather information from the customer about how the case was handled and a rating from 1-bad to 5-excellant.
- The ability to raise case on behalf of a customer and all the above to apply.
We have a lot of upcoming work to customise our Dynamics, so it this job is completed successfully then we will be using the same programmer for 10 more similar projects over the next couple of months - so there is a chance to earn some good money!
Thanks for looking, and please let me know that you can do all of the above, if not let me know which part/s is not possible or you do not understand.
Ben.
Ben
I have been working with Microsoft CRM for over 10 years. I have implemented 10 to 15 projects very similar to the one you have listed including 2 within the last 3 months. I have a lot of experience with Customer Service implementations including email routing, automated case creation, workflow escalation and case tracking.
I feel very confident that I can deliver the functionality that your require within a short time frame.
I can provide references upon request and would be happy to reply to any questions you may have.
Thank you
Steve Wingate
$200 USD em 10 dias
5,0 (1 avaliação)
3,6
3,6
9 freelancers estão ofertando em média $508 USD for esse trabalho
Hello there,
We have fair experience configuring and customizing MS CRM (version 3.0 to the current 2011). We have customized CRM instances to manage business process for Real Estate developer, Insurance agents, Professional Services (IT and ITES); we also have developed few utilities that can be used as addons to CRM 2011.
Your requirement is very similar to a set of feature that we configured for the Professional Services Automation - I would like for us to discuss this further and take forward.
Thank you,
Regards,
Rajesh Menon
Hi Bifter1,
I have reviewed your requirements, and have few questions regarding the process.
Since this is a lengthy requirements and I am not familiar with your organization or business process.
In order to understand if all of the requirements are doable or within the limitation of CRM and quote you accurately, I have enclosed with a word document with my questions.
Sincerely yours,
John
Hi, I work for a Microsoft Gold Partner specialized in Microsoft CRM, I worked on MS CRM projects for seven years now. please check my previous work for reviews on CRM projects.