Microsoft Dynamics CRM has a 4 0 native functionality that could be used for Time Cards: technician or consultant billable hours to enter. She was able to start immediately, but you can simplify the view Add-on that you must allow time more efficiently, without having to surf the MS CRM interface, logging to find suitable containers for next time. In this small publication we describe the procedures for entry of timesheets and add-on process improvements:

First Contracts. The account may be one or several contracts. prepare the contract itself, you usually contract online, where you determine the budget in minutes (sorry for the inconvenience, of course, would rather expect the budget in hours). To enable the budget in units of time in the contract online, you must install contract with the type specified time allocation model. If you have at least one contract with the budget, you can now start to go into contract for the time: unlike shares and bring the bill of the contract (which we have heard complaints that you may receive an error message here – make sure you have addressed all screenful check the General Contract – This message AWAY)

Second case as a work order. Now you are ready to work for your know-contractors, consultants or technicians (all are open to CRM users). To take into account new screen if it is contracting and contract line (Make sure the subject, as required) 3 Working such as online newspaper. Now, you choose to do in the event details on the left and click New activity suggested using the default task type and create a new task. If the consultant entry time – particularly in subject and description, due date (if you actually fill service) and length (interface is smart and recognize your corrections, for example, 1 hour and 23 will be analyzed and accepted)

After the fourth logic full native MS CRM and work orders for export. If you want to unmodified logic CRM Stick to investigate the case: the efforts of the action, if (something like that happens in the box to accept the resolution and number of billable hours – as is the summary of tasks for this case). Now you are ready, a new report SSRS (Report Wizard to use in CRM, creating no need to invent a bike) and shoot all the closed cases assigned to specific contracts and describes the tasks in the body of the report ( You decide how long log lines have already been executed – probably by the project and the breaking time). SSRS report is exported to Excel, and is in turn converted into a CSV text file that is ready to import into the application of accounting (most of them support CSV Import Text)

Alba Spectrum fifth Timesheet Add-on. If you want to minimize time to time entry cards for your engineers, we encourage customized extension to MS CRM to you. This extension has been central scroll windows, lists all tasks, the technician with the option to create an association on the fly. We also have the approval of the Manager screen season tickets for the export logic

6th in real time or near real-time integration for Microsoft Dynamics GP or SAP Business One. For those of you more control over integrating the needs and wishes to engage in real-time integration, we have links Dynamics GP eConnect programming will be (for Great Plains integration timesheets Dynamics) and SAP Business One SDK (for integration SB1 or timesheets)

7th Other possible improvements. What we can do for you, of course, you can have your own ideas. We can expect custom logic billing rate, like a license to use CRM for a number of advisors and technicians use after the screen capture timesheets in international languages (in fact, we have already translated into Russian and translated into Spanish, German, French, Chinese, Arabic would take about thirty text strings per language)

8th How can I get help? Please call us at 1-866-528-0577, 1-630-961-5918, or write to help @ spectrum alba. com You can also contact us directly via Skype: Alba Spectrum