If you are deploying Microsoft CRM in expert consulting organization, or in service oriented organization, exactly where your support engineers and service technicians log their time in Timesheet application, proposed solution might be fascinating for you to implement. Let us present you CMS based Timesheet logic and how it is exported into Microsoft Dynamics GP (former Wonderful Plains) or any other Corporate ERP or accounting application (SAP Enterprise 1, Oracle eBusiness Suite, Axapta, etc. ). We are testing this product and roll out is scheduled in earlier 2010:

1. Microsoft CRM Contracts and Budgeting. Here for every Account you can define Contract, as we are talking about. As we are talking about billable time, please use Contract Template with Allotment type Time. In the Contract budgeting is carried out through Contract Lines. Each and every Contract Line might have diverse billable rate. When you create at least a single Contract Line with price range setup, please reopen Contract (if you search at left bottom corner its status is Draft) and Action -&gt Invoice Contract. This action will transfer contract to Active status. Now open Situation, assign it to Contract Line and switch to Activities on the left pane and click on New Activity icon. In choice list maintain default Job option marked and this will open New Task for you. This task is your Timesheet line with Due date, Duration (billable time log) and description. Click on Save as Completed icon on the leading toolbar and time is now logged toward the case (which is your operate order), toward price range (contract line) and contract

2. Timesheet table. This is custom object produced in Microsoft CRM SDK, every row of it makes it possible for you to log all your time in 1 place for the day or the complete week during 5 to ten minutes as it is supposed to be in Service Organization. Timesheets go for management approval and then they could be exported into Text File (the other choice is to use ODBC connection to MS CRM for pulling approved timesheets from there)

3. Timesheet import to your Accounting application. In the case of Microsoft Dynamics GP we suggest Excellent Plains Integration Manager to move timesheet transactions straight to Sales Order Processing module as Sales Orders or Sales Invoices. Each line is non-inventory item and if the length in CRM job is too extended, we advocate you to cut the line (VBA script, as you need to have to uncover the starting of the word) and move the rest of it into SOP Line Comment. If you do so – the comment will be automatically printed on GP SOP Blank Invoice Kind (or one more form: Long or Short). In the situation of SAP Business One we suggest to deploy Data Transfer Workbench, operating over ODBC integration. ODBC integration we advise through MS SQL Server connection to Linked Server (ODBC driver connection to Text File – export). Now in SQL create the view (OPENROWSET), which imitates CSV templates for oInvoice: document header and document lines. If you have one more ERP or Accounting application, please check with your ERP consultant on Integration tool offered to move Text file into Sales Invoice

4. Positive aspects for Large Service organization. Microsoft CRM is web based application, which is accessible from net all more than the Globe. If CRM license for every technician is unreasonably high-priced, the identical solutions could be map every single technician to one particular CRM login and Technicians IDs are maintained in Custom MS CRM object/table

5. How to get aid? Please, feel free to call us: 1-866-528-0577, outside of USA: 1-630-961-5918 or e-mail us assist@albaspectrum.com We are really technical and genuine Dynamics GP Dexterity, SAP Organization A single SDK and Microsoft CRM programming gurus. We have Fantastic Plains Application Advancement Factory and could support unlimited Dynamics GP Customization and Programming wants. Plus we speak English, Chinese, Spanish, Portuguese, Russian, and not only as native speaking sales folks, but as actual technical consultants. timesheet