Export microsoft dynamics crm entities to excel punët
Pershendetje Ardit, keni eksperience me Suite crm apo Vtiger crm? kam nevoje pernje konfigurim ne lidhje me crm dhe asterisk
Jam i gatshëm për të bërë gjithçka që punohet me Microsoft Office Excel...
hello sir mujhe job ki bhut zaroorat hai plz aap se request hai
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Agregar funcionalidad a CRM Open Source "espoCRM" *Posibilidad de crear múltiples canales de venta/ funnel / embudos *generar métricas a partir del canal *poder asignar grupos o usuarios a uno o mas canales *poder asignar una meta a un grupo y poder ver el avance de esa meta, todo este dependiendo de su gestión en un pipeline en el tiempo *poder asignar una meta a un usuario, todo este dependiendo de su gestión en un pipeline en el tiempo *poder asignar metas a usuarios y grupos por pipeline para revisar en el tiempo
I need an expert to integrate an AI Voice Assistant into my CRM. The assistant will connect Google Speech to Text and use ChatGPT for generating replies. The assistant will be making calls via Plivo. The project involves multiple payment stages. I have an existing module for managing SMS in my CRM, linked with Plivo, which can be leveraged for this project. Key Responsibilities: - Use of existing assets to minimize work on API - Following a provided guide for the assistant's workflow - Embedding the assistant as a module in my CRM using a pre-built API Ideal Skills: - Strong understanding of AI integrations - Proficiency in CRM systems and Plivo - Experience with ChatGPT - Ability to follow detailed guide rules Please feel fr...
Estamos en busca de una profesional apasionado por Excel y con habilidades para enseñar, que pueda crear un curso esencial en español (pregrabado), desde nivel básico hasta avanzado. El curso debe tener una duración máxima de 8 horas, enfocándose en enseñar de manera eficiente y práctica, resaltando los aspectos más importantes de Excel mediante ejemplos aplicados. El pago se puede coordinar ya sea por hora de curso producida o por el curso completo, hay flexibilidad con esto. Plus: Adjuntar un video corto (1 minuto) de demostración enseñando cualquier parte o subtema de Excel. Esto nos ayudará a evaluar tu estilo y claridad de enseñanza. Somos una institución en l&iacut...
I'm looking for a professional with excellent data entry skills to help me transcribe mixed data from physical documents into an Excel spreadsheet. Requirements: - Proficient in Excel and data transcription - Able to accurately transcribe mixed data (text and numeric) - Experience working with physical documents - Attention to detail to ensure data is entered correctly
Fashion Spokesperson 1) emails to PR company 2) buyers meetings 3) coordinate photo shoots 4) have a uk passport and right to work in uk 5) available to travel for work trips Requirements: 1) Uk passport holder 2) Should be excellent at writing emails and conveying the exact message 3) Should be able good at Microsoft work – excel,google drive, we transfer 4) Assist me back stage for fashion shows 5) Good communication skills to talk and convey clear points across on my behalf 6) Needs to sign NDA 7) Available to attend relevant meetings to assist me
...include Strikingly, Go High Level, Facebook, LinkedIn, Canva, and Calendly, Zapier This workflow is designed to fully automate lead generation, client management, sales, while incorporating Calendly for easy scheduling of meetings, consultations, or demos. The strategy focuses on organic methods like posting in groups and using Canva for design tasks. Go High Level Ongoing Customer Relationship Management (CRM) After a sale, continue nurturing your customers using Go High Level’s automated email/SMS sequences. Set up automated campaigns to send post-purchase follow-ups, requests for reviews/testimonials, and reminders for repeat purchases or service renewals. Use Go High Level to manage your customer segments, ensuring that each client receives perso...
...need of a seasoned Front-end Developer to assist in building a website with a CRM focus. The primary features of this CRM will include contact management and customer service. Key Responsibilities: - Collaborate with our team to design and implement user-friendly front-end components. - Ensure the website is optimized for performance and scalability. - Incorporate elements of customer service into the CRM interface. Ideal Skills: - Proficiency in HTML, CSS, JavaScript and relevant front-end frameworks. - Previous experience in developing CRM websites. - Strong understanding of customer service interface design. - Good English Communication. We are looking for a developer who can turn our vision into a functional, efficient and visually appe...
I need an Excel macro that can automate the creation of product labels. The macro should be able to generate labels that include: - SKU number - SKU Description - UOM (Unit of Measure) - Up or Down Arrow The ideal freelancer for this project should have extensive experience in Excel and VBA (Visual Basic for Applications) for creating macros. Please provide examples of similar projects you have completed. The macro should recognize various size labels based on avery sheet label sizes. The Description, font size and number of characters should adjust based on size of label. I have existing file but would like to review as I speak to a developer to ensure needs are understood before sharing.
Excel project as discussed And separating the pdf bills
I'm looking for an Excel expert to set up a comprehensive database for tracking customer information, specifically contact details and addresses. Key Requirements: - Design an Excel database to track customer information effectively. - Incorporate automated data entry forms to streamline data input. - Develop customizable reporting templates for tailored data analysis and reporting. Ideal Skills & Experience: - Proficiency in Microsoft Excel, with extensive experience in database setup. - Prior experience in designing automated data entry forms and customizable reporting templates. - Knowledge in data analysis and reporting.
I need assistance with data entry and PDF file management. Specifically, I have a series of PDF bills that need to be processed. Tasks: - Enter bill details from the PDF into an Excel sheet with specific column headings. - Split the PDF files into smaller PDFs based on date ranges. Ideal Skills: - Proficient in Excel with experience in data entry. - Familiar with PDF splitting software or tools. - Attention to detail to ensure accurate data entry and proper file splitting.
...looking to develop a GPT-based chatbot for our website with a primary focus on sales and lead generation. This intelligent bot should be capable of: - Qualifying leads: Assessing visitor interests and readiness to purchase. - Scheduling appointments: Coordinating prospective client meetings seamlessly. - Providing product recommendations: Suggesting suitable products based on user interactions. As for integrations, I'm not sure what's best, so I'm open to your expert recommendations. However, key systems may include CRM platforms, email marketing tools, and potentially social media platforms. Ideal candidates for this project should have experience in: - Developing and deploying chatbots, particularly using GPT technology. - Sales and lead ...
I'm in need of a skilled developer who can create an API for me that retrieves various product data in real-time. This includes everything listed on an Excel file I will provide, such as price information, inventory status, and product descriptions. Key responsibilities: - Develop an API that can retrieve all product data listed on the provided Excel file - Ensure the API operates in real-time - Implement necessary data transformation for optimal retrieval Ideal skills and experience: - Proficient in API development - Experience with real-time data retrieval systems - Familiarity with handling and transforming data from Excel - Prior experience with product data APIs is a plus. Please bid only if you can deliver a high-quality, efficient and reliable API. Tha...
HIRING TO CONTINUE INTO EARLY 2025 Project Overview: freelancer Managed Services is seeking native or fluent speakers of German for a conversational recording project involving two-person scripts. This project requires that you bring a recording partner who meets all of the requirements listed below. The recordings will be used for Text-to-Speech (TTS) research and development purposes and will not be broadcast or used in any public or paid media. Recording can be done in person or virtually. You can use your own recording software or our client’s recording platform. Scripts will be provided on a Google sheet with multiple tabs, with each tab including a separate script. Each Google sheet file will take approximately 10 hours to read with one recording file s...
Ich möchte ein EXCEL Projekt starten, und suche einen selbständigen EXCEL - Experte mit Ideeen Wir sind in der Livestream Branche zuhause, und für eine Übersicht zu bekommen möchte ich mir eine EXCL Liste anlegen. - Kalender Agenda - Auftrag Übersicht - Projekt (Eventerfassung) - Sowie Daten von den Livestream erfassen hat hier jemand eine geile Idee? jemand eine geile Idee für eine Umsetzung
I'm seeking a seasoned professional in the finance industry, specifically in financial planning for corporations. Key Responsibilities: - Develop comprehensive financial plans tailored for corporate entities - Provide strategic advice to enhance financial performance Ideal Skills: - Deep understanding of corporate finance - Proven experience in financial planning - Excellent analytical and strategic thinking skills ...
I'm seeking an efficient and detail-oriented freelancer for manual Excel data entry of product inventory. The job primarily involves: - Inputting data from various sources into Excel spreadsheets - Ensuring the accuracy and completeness of the data - Identifying and rectifying data discrepancies Ideal candidates should have: - Proficiency in Excel - Excellent attention to detail - Experience with data entry - Skills in identifying and correcting errors in data Please apply if you have these skills and are ready to start immediately.
I'm looking for a skilled Excel developer who can create a customized desktop-based Excel application for me. This application should help me track my progress on various claims, manage each claim, and keep a record of estimates I need to write and follow-up calls I need to make. Key Features: - Progress Tracking: I should be able to see my progress on each claim. - Claim Management: Each claim needs to be accounted for. - Follow-Up Reminder Notifications: The application should have a system for reminding me of follow-up calls so no claim gets lost or forgotten. The ideal freelancer for this project should have extensive experience with Excel and desktop application development. They should be able to deliver a compreh...
I'm seeking a meticulous data entry specialist based in or around Lucknow, with experience handling text data from scanned documents. The task involves transcribing text from scanned documents into a Word do...entry specialist based in or around Lucknow, with experience handling text data from scanned documents. The task involves transcribing text from scanned documents into a Word document. The ideal freelancer for this project should have: - Previous experience with data entry from scanned documents - Excellent command over English to ensure accurate transcription - High attention to detail to ensure data is entered correctly - Proficiency in using Microsoft Word - Ability to meet deadlines Please note, this project strictly involves working with...
I'm looking for an experienced SAP OOPS coder with a strong focus on ALV Reports. Key Requirements: - Expertise in implementing factory method ALV grid output - Ability to import data from Excel into ALV Reports Skills and experience: - Proficiency in SAP OOPS coding, particularly in ALV Reports - Prior experience in Module Pool programming - Knowledge of creating and manipulating ALV Reports for various functionalities - Strong understanding of Object-oriented programming within SAP - Familiarity with Excel data import processes in SAP OOPS
I need a skilled WordPress developer to create a responsive, high-quality website for my virtual dispatcher service project. All design assets and mockups have been prepared, and the task is to translate this into a fully functional website. Key Responsibilities: - Front-End Development: Convert the provided design mockups into a live website. - Integration: Set up the necessary interactive components such as contact forms and CRM integration. - Responsiveness: The site must be visually perfect and function well on all devices - desktop, tablet, and mobile. - Testing: Conduct comprehensive testing to ensure the site is bug-free, loads efficiently, and operates smoothly. The ideal candidate should have extensive experience with WordPress development, front-end ...
I have built the bones of a new CRM that specifically analyzes social media platforms to collect data on a list of known contacts. I have used to create the app, but several things are not working properly. I would like to find a programmer that can take the code that I have already created and help me turn it into a saleable app.
I need assistance in creating a Macro that would convert data from multiple worksheets in an Excel workbook into pipe-delimited flat files. - Data Source: The data is sourced from multiple worksheets within the same Excel workbook. - File Representation: I want specific worksheets to be converted into flat files, not all of them, nor a single combined file. -Worksheet Selection: The specific sheets to be included in the conversion follow a particular naming pattern. - Create header from a specific cell in worksheet and pull data from specific row Ideal skills for this project should include: - Proficiency in Excel Macro Please include examples of similar past projects in your bid.
I have an 80-page PDF that I need converted to a Microsoft Word document. The conversion must preserve all formatting from the original PDF. Please note, this project only involves text, as I'm not including any images or graphics in the Word document. Ideal skills for this job include: - Proficiency in Microsoft Word - Attention to detail, particularly in formatting - Experience in document conversion
...developing an Excel spreadsheet for a project. I require professional assistance in creating this spreadsheet, which will primarily involve numerical data. Key Needs: - Implementation of Formulas and Functions: I need these to manipulate and analyze the data effectively. - Creation of Charts and Graphs: These will be used to visually represent the data, so I need someone skilled in designing clear, accurate, and visually appealing graphs. - Using Pivot Tables: I need help in organizing and summarizing my data using pivot tables. Ideal Skills: - Advanced Excel expertise: You should be proficient in using Excel and have a strong understanding of its features. - Data Analysis Skills: You should be able to help me analyze my numerical data effect...
I require a system to automate the processing of results from Microsoft Forms. This includes generating reports in Excel and sending automatic emails via Outlook based on the results. For example if the answer to one of the questions on the microsoft form is "NO" an email will automatically send to a specific email address with other key data from the microsoft form. Key requirements: - Create an automated system to generate Excel reports from Microsoft Forms results. - Develop a mechanism for sending automatic emails through Outlook based on the data. - Ensure the system is user-friendly and efficient. Skills & Experience: - Proficient in Microsoft Forms, Excel and Outlook. - Previous expe...
...am offering fix rate but if things go well we can offer hourly rate for next step. Current focus 1- CRM Platform for HVAC 2- Digital Marketing strategy 3- Lead Generation strategy Project Description: We are seeking an experienced Lead Generation and CRM Specialist to help us shortlist the best HVAC CRM solutions, develop a comprehensive marketing strategy, and streamline customer data management and field appointment bookings. The ideal candidate will have expertise with platforms like Housecall Pro, Simpro, and other HVAC-specific tools, along with a proven track record of lead generation in the service industry. Project Scope: CRM Shortlisting: Research and compare HVAC CRM systems such as Housecall Pro, Simpro, ServiceTitan, and ...
I need assistance with entering text data from online content into Excel. The job involves basic formatting such as using bold and italics where needed. Ideal skills and experience for the job include: - Proficiency in Excel - Attention to detail - Ability to follow formatting instructions - Familiarity with data entry from online sources
I have an 80-page PDF that I need converted to a Microsoft Word document. The conversion must preserve all formatting from the original PDF. Please note, this project only involves text, as I'm not including any images or graphics in the Word document. Ideal skills for this job include: - Proficiency in Microsoft Word - Attention to detail, particularly in formatting - Experience in document conversion
I need an experienced Excel professional to refine my financial report. The tasks will primarily involve: - Creating visually appealing and informative graphs and charts - Specifically, I need a pie chart to represent a portion of the data An ideal freelancer for this project should have: - Extensive experience with Excel, particularly in working with financial reports - A keen eye for detail, ensuring all visual representations are accurate and well presented - Skills in creating engaging and informative visuals that can enhance the readability and understanding of the report Please include examples of similar projects you've completed in your bid. Thank you!
...webinar and event specialist to support with: Webinar coordination: - Speaker outreach for webinar participation based on internally sourced candidate list and own research - Scheduling with CEO and speaker for an introduction call, content call, rehearsal call, and live webinar - Webinar content development (title, outline, run of show, engagement questions, slideware development) based on Gong call recordings between CEO and speaker - Webinar distribution coordination with speaker, speaker marketing team if applicable and our own marketing team - Webinar production, sending email reminders, operating webinar platform, managing speakers, slides, polls and Q&A - Reporting and closeout, sending thank you gift to speaker and ensuring leads are synchronized in CR...
I need a customer-facing Microsoft Form that captures specific order details, primarily customer contact information. The form should be structured in a way that uses different types of fields, such as dropdown menus, text fields, and date selectors, to collect the necessary information. Ideal Skills and Experience: - Proficiency in Microsoft Forms - Prior experience in creating customer-facing forms - Understanding of data collection and form structuring - Attention to detail
I'm in need of a robust marketing strategy aimed at increasing my sales. The primary focus of this campaign will be on harnessing the power of Social ...increasing my sales. The primary focus of this campaign will be on harnessing the power of Social Media and Search Engine Optimization (SEO). Key Expectations: - A detailed, actionable marketing plan targeting B2C (Business to Consumer) sales - Innovative, engaging social media strategies to boost brand visibility and sales - Effective SEO tactics to enhance online visibility and drive traffic Ideal Skills: - Proven experience in creating successful sales-focused marketing strategies - In-depth knowledge of SEO and social media marketing - Strong understanding of B2C marketing dynamics - Excellent communi...
Seeking a highly experienced and dedicated software developer with extensive expertise in ReactJS, NodeJS/ NextJS, Django and MySql. The candidate will...pages, coupon pages, OTP verification, Abandoned cart notification, order notification and payment gateway integration. Key features include Dashboard management for pricing, bulk import/export, category management, enabling/disabling combo pages, creating gift cards with secure login pins similar to Myntra's setup, extensive admin panel capabilities like customer communication management, orders tracking and printing, google analytics integration. Expectations also include setting up delivery partners for order tracking and a payment gateway (Pay U or Phone pay). Existing documents and 3rd party API...
...Buy2-Get2 & Buy3-Get3 pages, gift card pages, gift pages, coupon pages(from admin pabel), OTP verification, Abandoned cart notification, order notification and payment gateway integration Note 99.9% website has to be managed through Dashboard, like editing pricing, bulk import,export,bulk move with-in pages, bulk edit, bulk delete, Hide category, in page pages or multiple pages, Edit in one page or multiple pages, though coded the website has to act plug and play Ecommerce Website USP - We give return gifts to customers based on Invoice size- hence the designs is detailed accordingly You need to first ensure that Gift cards with 16 digit or 12 digit secure login with pin code (as an example shown in myntra), • Coupons creation in admin panel...
I need an experienced Excel professional to refine my financial report. The tasks will primarily involve: - Creating visually appealing and informative graphs and charts - Specifically, I need a pie chart to represent a portion of the data An ideal freelancer for this project should have: - Extensive experience with Excel, particularly in working with financial reports - A keen eye for detail, ensuring all visual representations are accurate and well presented - Skills in creating engaging and informative visuals that can enhance the readability and understanding of the report Please include examples of similar projects you've completed in your bid. Thank you!
I need a simple yet effective Excel dashboard to track various project management KPIs. Key Features: - Track a combination of Time-related, Cost-related, and Quality-related KPIs. - Display all KPIs in a clear and organized table format. - Designed for manual data entry, no need for importing data from external sources. Ideal candidates for this project should have: - Proficient Excel skills, particularly in creating tables and managing data. - Previous experience in project management and understanding of relevant KPIs. - Ability to deliver a user-friendly and intuitive dashboard.
...Objective To create an interactive feature for our website where users can: Select options in a step-by-step process. Enter their name and phone number. Submit the form to request a quote. Ensure the design aligns with the look and feel of All My Sons Moving. Scope of Work Interactive Form A multi-step form or dropdown system where users can make the following choices: Step 1: Choose a service (e.g., local moving, long-distance moving, etc.). Step 2: Select a size (e.g., apartment, house, office). Step 3: Specify additional preferences (e.g., packing services, storage, etc.). User Input Fields for the user to input their name and phone number. Submission A "Get Quote" button that: Validates user inputs. Displays a confirmation message upon successful s...
I'm seeking assistance with Power BI for the creation of reporting dashboards. Key requirements: - Connecting to Excel sheets as the primary data source. - Crafting interactive dashboards featuring charts and graphs. Ideal candidates should have: - Proficiency in Power BI. - Experience with Excel data connections. - Skills in designing interactive visualizations.
I'm seeking a professional with experience in creating compelling pitch decks to help secure funding for my CRM startup. The target audience for this presentation will primarily be angel investors. Key Sections: - Problem and Solution: Clearly articulate the problem we are addressing and how our CRM solution provides a viable solution. - Market Analysis: Provide a comprehensive overview of the market landscape, our position within it, and potential growth opportunities. - Financial Projections: Present our financial outlook and projections in a convincing manner. In addition, the presentation should include a complete analysis and summary of compelling reasons for potential investors to consider investing in us. Ideal Skills and Experience: - Proven ex...
