The Microsoft Dynamics CRM Platform Enhancement Discussion

  • How to free up your Microsoft CRM DB space without losing any data?

    Most of us find it tricky to free up the Microsoft Dynamics 365/CRM database without paying the price of losing the valuable data. Though cleaning up the CRM will get rid of the junk data and free up some database, the actual challenge lies when one have to free up the CRM database even after knowing all data in it is valuable and required. And a considerable amount of this data is hogged by attachments to email and notes. To overcome such a tricky scenario, MTC has come up with Attachment to SharePoint solution for Microsoft Dynamics 365/CRM.

    MTC’s Attachment to SharePoint solution frees up a considerable amount of your CRM database by simply moving the attachments to emails and notes to a SharePoint location that is registered on your name or company. So, the attachments under emails and notes will be replaced by a SharePoint location path link where you can find the related attachments. The Document Management inside your CRM will help you to set up a proper folder structure for gathering the attachments under relevant entities.

    Solution Highlights:

    ·         Simple to configure and easy to operate.

    ·         Free up the CRM database without having to lose any data.

    ·         Less burdened CRM will perform faster than before.

    ·         All attachments to emails and notes will be moved to SharePoint location in respective entity folders created by using Document Management.

    ·         Anyone wanting to access the attachments can click on the SharePoint path location link so that they will redirected to that attachments.

    ·         You can simply drag and drop files to the designated area for the files to be moved to SharePoint location.

  • Manage Your Resources’ Activities Efficiently For Greater Productivity and Profitability

    Resources are the building blocks of any organization. The more they support your vision and goals the more your organization flourishes. Managing resources and their activities is a cakewalk if the resource size is 10-50 members but not beyond that. It really takes special effort to monitor and manage resources’ activities for bigger resource size. Especially, when you are using a Microsoft Dynamics CRM platform to manage your business cycle it become even more critical to view and monitor each resource activity for enhanced productivity and profitability. That’s when Group Calendar solution can come handy to you.

    Generally, the calendar in Microsoft Dynamics CRM offers limited capability for CRM users to go about their business activities. For example, the calendar in Microsoft Dynamics CRM supports only two activities namely Appointment and Service Activity. It severely cripples you if you have other activities to be scheduled for your resources at different timelines. On the other hand, Group Calendar accomplishes bigger goals by offering you to schedule Task, Phone call, Letter, Fax and Email apart from Appointment and Service Activity with simple configuration settings.

    Take a look at what Group Calendar can do for your business.

    1. Group Calendar allows you to view activities of your teams and team members across calendar and timeline views.
    2. You can create and assign activities right from the calendar page itself without having to dive deep into other pages.
    3. Activities can be viewed in daily/weekly/monthly modes across calendar and timeline views.
    4. Activities can be color coded based on different criteria and activity type for easy identification.
    5. At any given time, you can reschedule an activity by simply dragging the activity bar to the desired date and time.
    6. You have the option to filter users/activities/facilities for selective viewing in the calendar.
    7. Apart from 7 activities, one custom activity can be configured using Group Calendar.
    8. A small calendar on the big calendar shows dates with subscripts if at all any activities are scheduled on those particular dates. By this, you can get a fair idea on the number of activities on any particular date and number of activities assigned to a resource.
    9. Also, you can print a calendar, export and copy URL for sharing with others.

    Get Group Calendar today!

  • Billing Type

    Billing Type is an important component in billing software that helps to determine how we bill and recognize revenue for a project. There are different billing types supported by various billing software. Some prominent ones are Time And Material (TM), Firm Fixed Price (FFP) and Cost Plus (CP). 

    Billing type plays a crucial role in Service Industry where project bidding by vendors are prominently based on it. A good billing software with different billing types can greatly benefit an organization.

    Billing Types in TotalServ Pro

    TotalServ Pro is an end-to-end services business solution that has an integrated time and billing software which supports different billing types that service industry needs today. It has the feasibility to select billing type while creating a job. You can use billing types to deal with different business transactions carried out during job billing. Billing Types allow you to define how revenue will be attributed for the work done. TotalServ Pro supports six billing types.. They are:

    • Time and Material

    • Fixed price- completion of contract

    • Fixed price -percentage completion

    • Milestone

    • Cost plus

    • Internal use

    In this blog, let us discuss about Time and Material billing type. Other billing types will be covered in TSP blog series. 

    Time and Material 

    Time & Material is billed based on the number of hours worked, at the hourly, daily, or monthly fixed billing rates assigned for that project. In TotalServ Pro, Time and Material billing type has a significant feature like approximate time estimate, possibility of adding changes on the go, payment depends on the hours spent. Time and Material is being billed per hour regardless of the job duration. In TSP under time and material billing type you can set the Rate Structure as Hourly Rate per Job or Hourly Rate per Resource as per your business requirements.  

    Time and material billing method will be charged according to actuals recorded against the job tasks in a job. This will be a result of resources entering time postings and the project manager approving the entries. Actuals are not created for billing until the project manager has approved the time postings created by resources. With Time and Material, clients can assess how many resource work hours have been utilized for the job and what is the cost incurred thus far. 

  • Benefits of Conflict management in TotalServ Pro

    Sometimes conflict in project management is unavoidable. The probability of conflicts in business area in developing the projects is generally high because it involves resources from different backgrounds and knowledge set working together to complete a task. The cause of conflict may arise in projects with overlapping of resources. TotalServ Pro has the effectiveness of avoiding the resource allocation conflicts by using the enhanced features like Top view scheduler and Gantt+scheduler which gives a complete view of resources, their allocated job tasks along with the timelines.

    Benefits of conflict management in TSP

    • With conflict management in TSP it  ensures  that all the resources are utilized  properly.

    • With Top view scheduler, managers can view the allocated resources to the projects at a single glance which in turn avoids the conflicts while manager is assigning resources to new jobs or     existing jobs.

    • TSP resolve conflicts with Gantt+Scheduler which gives a complete picture about resource occupancy for the job tasks and their availability for future requirements. 

    • TSP can effectively resolve conflicts which can lead to a more productive organization as a whole.  

    Conflict Management in TSP explained with Business Scenario 

    Consider an organization “Ruby Rails” has lot of projects lined up for the financial year 2017-2018. Project manager faces the challenge in finding out the idle resources and work schedule of the already engaged resources. It may happen that the project manager may end up loading the already engaged resources and leave out the rest who are available. It results in utter chaos and poor resource management. This is where TSP’s Conflict Management can solve the major issue that organizations like Ruby Rails face today. 

    TSP’s Gantt+Scheduler is an instant graphical representation of job tasks vs. resources with all timelines captured. So, project managers can easily pull up resources based on their availability to assign job tasks. This way project managers can ensure that all of his resources are righteously utilized without wearing them out.    

  • Expense Tracking in a Job using TotalServ Pro

    Expense tracking in TotalServ Pro plays a significant role in expense management. It will keep a track of Income-Expense of a user on a day to day basis. TotalServ Pro allows users to log Expenses for different jobs and Trips, send them for approval, and have them reimbursed by the Organization. Expense tracking offers important features like (Client reimbursement, Attach Receipts) that improve business transparency and customer satisfaction.

    How Expenses are tracked in TotalServ Pro?

    • Easily allocate expenses to projects to enable quick client billing and employee reimbursements.

    • TotalServ Pro keeps track of all expenses you have spent. It also Manage your reimbursable expenses in short span than it takes to go through a stack of paper receipts.

    • Employees can send their expenses for approval to their managers and have them reimbursed for the expenses they have spent while performing any task.

    • In TSP you can attach the receipts of the expenses with drag and drop functionality on expense form there by providing full transparency to clients on the expenses incurred.

    • Expense Tracking in TotalServ Pro is customizable, efficient, and cuts down on operational costs.