Task is now posted against the Case and when the manager closes the Case - she/he will see the number of Hours (posted from the Tasks in our situation) to accept (or Increase/Decrease). In the Task enter description, details, Due Date (this will be when work was performed), Duration and click on Save as Completed. Technician open Case, switches Activities tab and Create New Activity (simplest would be picking default Task type). On the Contract Line level you create new Case (consider the Case to be sort of Work Order), assign or share it with Technician or Consultant (CRM User) who will be logging time against it. Then you Invoice Contract in Actions on the Contract level and now your contract is prepared for getting billable time logged against it. ![]() If you create Contract for your Customer (Account in CRM), then create at least one Contract Line with Budget (it is there in minutes, however you can recalculate budget in hours in Excel or in simple calculator) There is no need to reinvent the bicycle, in Microsoft Dynamics CRM you already have Time and Billing for your CRM users out of the box.
0 Comments
Leave a Reply. |