Create annual workflow or process with data from Dynamics 365

Encerrado Postado há 4 anos Pago na entrega
Encerrado Pago na entrega

We have need to send two document links each year before 3/31 that uses certain contact data from our Dynamics 365 database (relationship type = "client" or "Fiduciary Committee". This solution should send a template email with the two documents linked and then update the date sent fields in each contact record.

Dynamic 365 Microsoft Outlook

ID do Projeto: #22715996

Sobre o projeto

9 propostas Projeto remoto Ativo em há 4 anos

9 freelancers estão ofertando em média $150 nesse trabalho

HBJR

I am a Microsoft Certified Consultant as a dynamics Crm Consultant having an experience of 5 years.

$246 USD em 1 dia
(1 Comentário)
2.6
akhileshgandhi

Hello, DYNAMICS CRM EXPERT WORKED ON DYNAMIC CRM WORKFLOWS A LOT BEFORE, CAN SHARE DETAILS REGARDING THE WORK I HAVE DONE SO FAR ONCE WE CONNECT. I am a Certified Senior Microsoft Dynamics CRM Technical Consultant Mais

$140 USD in 7 dias
(0 Comentários)
0.0
ImtiyazAliJafri1

Hi There, We have a lot of experience in OOB workflow or plugins, Custom workflow, workflow with input and output parameters, Can design these workflow realtime or background depending upon the requirement. Technolog Mais

$140 USD in 3 dias
(0 Comentários)
0.0
handanatasha

Hello Team, I have 8+ years of professional experience in IT industry. And throughout my career I worked on Various Dynamics 365 projects. Currently I am working with MICROSOFT and handling multinational clients. Tech Mais

$150 USD in 7 dias
(0 Comentários)
0.0
vshah89

We will have a workflow to send 2 documents in email before 31st March. Workflow will be triggered annually.

$166 USD in 30 dias
(0 Comentários)
0.0
drashtimehta3

Hi...greetings for the day!!! I have over 4+ year of experience and i m currently working over microsoft dynamics crm, asp.net projects. i would be very much interested to work with you and provide you a quality work Mais

$55 USD in 7 dias
(0 Comentários)
0.0