CMR Development

500.0 GBP

500.0 GBP peopleperhour Technology & Programming Overseas
2 days ago

Description

CMR Development seeks a skilled Microsoft 365 CRM specialist to develop an integration between their system and an internal job planning solution. The specialist should have extensive experience architecting similar integrations involving Microsoft Dynamics 365 platforms. The goal is to enable users to efficiently allocate jobs created in CRM to internal project schedulers for completion. Upon job creation, pertinent details such as description, deadline, assigned team and other key attributes must automatically sync to the chosen planning tool. There, individual tasks can be generated, assigned and tracked to job completion. Status updates made in the planner need to then reflect back to the original CRM records. Administrators require oversight of active jobs and assignments across both solutions. The specialist will be responsible for analysing existing CRM and planning tools, identifying API capabilities, and designing/implementing the integration logic. Tests must validate that data moves seamlessly and accurately between the systems. Documentation will help administrators and users work seamlessly with the linked platforms.

关注公众号,不定期副业成功案例分享
Follow WeChat

Success story sharing

Want to stay one step ahead of the latest teleworks?

Subscribe Now

Similar Teleworks

Overview We’re launching a global practitioner directory and client-matching platform for a holistic healing service. The site will be built on WordPress using Elementor Pro and integrate JetEngine, Calendly, and Stripe Connect. We need a developer who can set up the platform, create dynamic practitioner profiles, and implement logic-based client matching. Platform Setup - WordPress install (developer to set up) - Elementor Pro (preferred builder) - Theme (to be selected, compatible with Elementor) Key Plugins / Tools • JetEngine (preferred) or Formidable Forms Pro – for dynamic content, CPTs, and filtering logic • ACF Frontend or JetEngine Frontend Forms – for practitioner dashboard (login/edit) • WPML or Weglot – multi-language support • CURCY – to show pricing in client’s currency (visible only, no conversion) • Stripe Connect + Stripe Instalments option – for direct practitioner payouts (85% to practitioner) • Mailchimp – email lead capture via pop-up Client-Facing Pages • Home (with “Get Matched” logic-based form - CTA + Mailchimp pop-up email catcher - link to e-book) • Children • Animals • 6-Week Lifestyle Plan • Match Me (logic-based form; not a full directory) • About • Contact Note for Developer: Practitioner profiles are created using a Custom Post Type (CPT) and have individual dynamic pages. These are accessed only through the Match Me form results, not through a public directory page. Admin & practitioner can manage these profiles in the backend via login. Practitioner Directory & Booking System - Practitioner profiles built using Custom Post Type (CPT) with a single dynamic Elementor template - Admin-only can create practitioner profiles - Practitioner login with frontend dashboard to view/edit own profile - no backend access - Each profile includes: Photo, full bio, specialties, embedded Calendly connected to Stripe, 3-tier session list, testimonials, toggle for visible/hidden Client Journey – “Match Me” Form 1. Client completes form (language, issue type, specialty, etc.) 2. Logic filters database to show 3 best matches (must include 1 male practitioner) 3. Each result shows thumb photo, short bio, specialties, profile link, and Book Now button 4. Client selects practitioner, views profile, and books via Calendly 5. Non-selected practitioners are re-flagged, adding a new practitioner for future matches Developer Notes: • Pop-up will pull short_bio, name, and photo from the CPT • Click-through button links to the full profile (standard post URL) • JetEngine (or ACF) to fetch both short and full bios dynamically Payment & Currency Handling - Prices shown in client’s local currency using CURCY - Payments processed in practitioner’s native currency via Stripe Connect - Label displayed: “Displayed in your local currency – final payment processed in your practitioner’s currency” Provided Assets • Full content for all pages • Brand kit: logo, fonts, colors, images • CSV file - Practitioner short/full bios, photos, Calendly drop menu categories (Calendly URL links later) • Privacy policy & T&Cs • Video assets (home, children, animals) – in progress • Mailchimp access • Domain + hosting (Hover) Developer Deliverables • Set up WordPress, install and configure all plugins • Build global design system (typography, colors, favicon) • Upload content across all pages • Create Match Me form with conditional logic and filtering Create CPT + dynamic template for practitioner profiles • Build frontend dashboard for practitioner login/edit • Set up Stripe Connect for onboarding split payment link to share across practitonrs & Calendly embeds • Configure CURCY and language switcher • Set up Mailchimp pop-up on homepage to link to free e-book and email catcher • Test complete flow (match → book → pay) • Provide walkthrough video + 6-month bug support Timeline & Budget - Timeline: 4 weeks including testing and revisions - Budget: To be quoted for full multilingual build - Separate quote for PWA phase post launch
1500.0 GBP Technology & Programming peopleperhour Overseas
2 days ago