Dynamics CRM and Survey Automation Development
$250-750 USD
Paid on delivery
We are a training company. We have Dynamics 365 implemented with an added module for managing training registrations.
I am looking for a freelancer who can help design automation for collecting survey results after each training session. At the moment, we are not committed to any specific technology. We are open to using various tools. The common core should be as follows:
Upon clicking the appropriate button in CRM, a survey should be created, which we can then provide to the trainees to fill out after the training.
The survey should include individual training attributes transferred from CRM entities - such as the training name, training date, and trainer's name. Other fields like training rating will be constant for each survey.
The survey link should be generated and displayed in CRM, and there should also be an option to send it to the email address of the trainer conducting the training.
A QR code should be generated for the survey link.
Survey results should be saved to a separate table in CRM, which will contain information about the training, the trainer, and responses to each question. Based on these results, we will eventually create trainer evaluation reports.
We consider using MS Forms if achieving the above is possible. We are also considering SurveyMonkey or other tools that allow for such automation and survey creation. We use ZAPIER in our company, so we can also utilize it if necessary.
Project ID: #38030578
About the project
41 freelancers are bidding on average $573 for this job
Hey Good morning , Just finished reading the brief details . I see you have been looking for someone who has experience with these tech stacks Software Architecture, CRM and Zapier. I will request you to review my prof More
With over 18 years of experience in Web and App Development, particularly in CRM and Software Architecture, I am confident in my ability to craft a highly efficient and user-friendly solution for your Dynamics CRM and More
As your training company seeks to automate the survey collection process within Dynamics 365, my team at Einnovention has the right skills and experience for the job. With a focus on software architecture, we have expe More
Hello, there. We can help you design and develop a custom survey automation system using Dynamics CRM and ZAPIER, enabling you to easily collect survey results after each training session and save them to a separat More
Hi, With over a decade of experience as a Full-Stack Web & Mobile App Developer, I have extensive knowledge in CRM and ERP Development. My proficiency in platforms such as Zoho and V-Tiger can be leveraged to build rob More
Dear Hiring Manager, I have extensive experience in Software Architecture and Zapier, as evidenced by my portfolio and positive customer reviews. I have carefully reviewed your project requirements for Dynamics CRM an More
Hello, I'm writing to show my interest in the mentioned contract position designing automation to gather survey data following training sessions. Using five years of development expertise and a solid foundation in Dyna More
Hey there! Picture this: your project, but even better. I've got skills that'll make your ideas sing and your goals soar. Let's chat and make some awesomeness happen together. Trust me, it's gonna be epic!
Hello, Greetings! I have carefully checked your job post and am interested in working with you on this project, as it aligns with my skill set. Please take a look at my profile for confirmation. After talking about it More
Hi, ------SCRAPING, AUTOMATION EXPERT------- Please check my portfolio, I have scraped and created automation script for tons of websites. CRM, Software Architecture and Zapier are my core skills. I am always ready and More
Hello, Kamil, SURE! After reading your job post, I think I am able to this project within a short time. Why? I have experience in working with dynamic 365 and CRM systems. Also with a deep understading of CRM entities More
As an experienced software engineer specializing in CRM development and automation, I believe I would be a valuable asset to your Dynamics CRM and Survey Automation project. Not only do I possess expert skills in Sales More
Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. RoundWeb Infotech is a dynamic and agile tech firm based in India. Our team is highly ski More
Hello, You are looking for a CRM developer, to design automation for training survey collection. With 8+ years of proven experience in CRM automation, I can assist you in implementing this solution. Having a strong ba More
