Time Sheets in Microsoft CRM for Professional and Consulting Services Notes

Posted by vastasys on May 21st, 2021

In Microsoft Dynamics CRM four.Zero (as well as 3.0) there may be herbal way to track consulting or field carrier time logs - in Task, associated with the Case.  When you close the case - you will must specify billable time (and you'll see precis time rolled from Tasks to your reference).

The satisfactory effects could be completed if you setup Contract and Contract Lines (in Contract Line you can specify budget in mins, obviously no longer very handy, but you can effortlessly convert them into hours) and partner the Case (or it can be considered as Work Order) with the Contract Line.  In concept it is very elegant solution just out of the container, but it's far pretty complicated for consultant or technician to browse Microsoft CRM user internet interface to locate the Case, in which he or she is supposed to create new project and log time there.  We suggest several enhancements:

1. Open Task Greed.  This is custom Microsoft CRM SDK programmed home windows, in which you as technician see all your open undertaking and you could create new project at the fly from there, in which you will be counseled to pick out one of the instances, owned by you or shared with you.  This greed ought to improve your overall performance dramatically and make it much like old-true-days online textual content Unix based packages

2. Management Approvals.  You supervisor sees.https://vastasys.com/ all your duties and her or his obligations is to check, alter and approve your Timecards.  When a while logs are accredited through manager - they're geared up for export into the text CSV document.  At this point - your IT humans need to be capable of integrate your timelog export documents into your Accounting Application.  It could be Microsoft Dynamics GP (integration thru Integration Manager), SAP Business One (via Data Transfer Workbench), QuickBooks, MYOB, PeachTree or any general Accounting utility, assisting text files import into Sales module

3. Openness for further customization.  This Microsoft CRM Project Tracking modules is very simple and ready for being tuned to your precise enterprise desires.  For instance, we are able to create custom UserId in your severa technicians, associated with only one MS CRM consumer - in this situation you do now not need to buy thousand of MS CRM consumer licenses (your technicians do not really need to work in Microsoft CRM, the simplest duty for them must be logging the time).  We have tested codes integrating into Microsoft Dynamics GP through eConnect (which can be got to work in Real Time) or into SAP Business One through SB1 SDK

4. MS CRM Timesheet reporting.  Reports are available or will be created or changed in MS CRM SSRS document wizard (and you can similarly tweak them in