Archives

Archives / 2018 / February
  • How to assign Dynamic Names for Reports downloaded as PDF using Report to PDF solution?

    Generally, Report to PDF allows to convert any CRM reports to PDF files with the name that is provided in the “File Name” field. But, in order to change the name dynamically with that of field value provided for the CRM entities, MTC has done some customization on Report to PDF solution for Microsoft Dynamics 365/CRM.

    For assigning and reflecting the field value of an entity on the downloaded PDF file dynamically, you are required to follow the below steps. Please note we have used MS CRM 2011 screenshots for representation purpose in this blog. The below steps holds good for Dynamics 365/CRM too.

    Step 1

                 Navigate to Settings > Customization

    Step 2

                Go to Report to PDF Setting and click on Fields.

                Create a new field with name as new_fieldname and Schema Name as new_Fieldname

    Step 3

                 Go to Form and add the newly created field

    Step 4

                From Web Resources window, open the javascript file “EPDF/mtc_jsonjs” and upload the javascript file provided by MTC team. But, before adding the javascript file provided by MTC, it is highly recommended that you take a backup of your existing javascript file to avoid unnecesssary issues.

    Step 5

               Go to Advance Find and select Report to PDF.

    Step 6

               Open any of the previously configured entity. For example, account entity here.

    Step 7

                Enter Schema Name in Field Name as shown in the below image

    Note: Take Schema Name as String Field only.

    Step 8

                Go to Sales > Accounts. Select any record and perform Report to PDF functionality.

    Step 9

                Click Open PDF button

    Step 10

                You will notice that the field value is assigned to the PDF file dynamically irrespective of what field name is given in the above image. In case where the field value is not given, the above field name will be assigned to the PDF file.

    This customization also works on Attach to Notes, Attach to Email and Save as Excel.

    For requesting the JavaScript to be added in the Web Resources, please contact MTC at salesteam@mtccrm.com

     

  • Milestone and Cost Plus Billing Type in TotalServ Pro

    Continuing our second blog post on TotalServ Pro’s billing types, let’s learn about the final two billing types in this blog post. They are: Milestone Billing and Cost Plus Percentage.

    Milestone Billing

    Milestone billing is typically distributing the billing arrangement in which customers are billed in installments spread over a specific period of time on the achievement of a predefined milestone for a job. A job could have many milestones as agreed by service providers and their clients. Upon reaching a milestone, delivery manager will alert the sales team to initiate the billing with the pre-defined milestone amount. The billing cycle continues until all the milestones of that particular job is finished.

    For example, a project may require Analysis, Coding, Testing and Deployment. So, in this case Analysis, Coding, Testing and Deployment could be the possible milestones on whose accomplishment the billing line items could be generated. When the job is in progress, Bill button is enabled in the milestone grid. Once the user clicks on the bill button, billing line item will be created.

    Cost Plus Percentage

    Cost Plus Percentage billing type is a Hourly-type contract that can be used as a billing arrangement when you want to bill direct costs on Time and Expenses (if expenses are part of job) plus a percentage of the costs to the client.(special bill rate applied to the cost).

    In TotalServ Pro, this billing type would allow you to generate billing line item for the job that takes into account:

    Cost Per Hour (each resource) and the Cost Plus Percentage that you want to add extra. The billing would be calculated as (Cost Per Hour (each resource)* No. of Time Posted Hours) + Cost Plus Percentage.

     

     

  • How to Set Read-Only Fields on Custom Grid using Super Grid?

    Custom grid using Super Grid allows you to change values on a view inline without getting into the form. In some business scenarios, you would want to edit only a few column fields while making the rest of the fields as read-only. To enable this functionality, you are required to create a web resource on the custom grid you create following the below steps. For instance, let’s consider Account entity on which the custom grid is created.

    Step 1:

    In the custom gird that you created, click the Settings Icon.  Form Settings window opens up.

    Step 2:

    Select the Events tab on Form settings as highlighted in the below image. Events window opens up.

    Step 3:

    Click on Add Web Resource as shown below.                           

     

     

     

     

     

     

    Step 4:

    From the Look up record, create a new Web Resource by clicking New button.


    Create web resource using the below code.

    function onloadfn1() {

    var customgrid = Xrm.Page.getCustomGrid("Igrid");

    var statecode = parent.parent.Xrm.Page.getAttribute("statecode").getValue();

    if (statecode != null && statecode != undefined) {

    if (statecode != 0)

    {

    for (var col = 0; col < customgrid.grid.Columns.length; col++)

    {

    customgrid.grid.Columns[col].SetIsReadOnly(true);

    }

    }

    }

    }

    Step 5:

    In the Function Name field, enter the same function name that you have used in the code (i.e., onloadfn1).

    Step 6:

    Save & Close the settings.

    You can notice that the first column is now read only after adding the web resource.

    Get your team together working more productively using MTC’s Super Grid. Click here to download.                                                                                                                                                                                                                                                         

  • Fast Service Quotes with Templates on Dynamics 365/CRM

    TotalServ Pro brings effectiveness of intricate work repeatability with ease of creating accurate costing forecast for internal assurance of profit and customer’s pricing satisfy forecast actions. TSP allows multiple forecast at the Opportunity and Quote level for tracking the time, managing resources and estimating the budget for the project during sales process itself by giving the analysis between the customer budget and actual budget.


    Menu Settings Using Templates

    In the “Settings” area user can make the template menu selection. Based on the menus selected here Forecast options would be displayed on opportunity/Quote. Navigate to Time and Billing -> Settings-> Time and Billing Settings.

    Create an Opportunity/Quote Forecast

    Click on the “Create Forecast or Job” button on the opportunity screen and select one of the options from the drop down.

    • Forecast from Template option provides the look up of the existing templates or User can select any one of the existing templates or can create a new template.
    • New hours can be replaced with the existing hours and resources can be replaced based on their availability in the look up window.
    • Forecast would be created with EST hours, EST price and Cost along with the Gantt Forecast.

    In the opportunity screen in the Gantt Forecast once the user checks the base lines in the PL column and clicked on copy As product line button all the base lines which are selected would get copied to product line items and created as a single records with the average price calculated for the base lines selected. (Note: Same base lines would get copied to Quote products as well)

    On the opportunity screen once the forecast is created click on the (+) in the Quote tab.

    Create and Publish a Quote

    • Once the user click on the Quote a window would open which has the Quote information. Under the Forecast information EST hours and EST cost, price would be updated On the Quote window Forecast Gantt would be updated with all the baselines. User has the flexibility of creating. a Forecast even from the Quote as well.
    • User can add or remove the baselines in the Forecast Gantt.
    • Click on the Activate Quote button for the Quote to be activated. Once the Quote is activated an Order would be created.
    • Click on the “Create Order” button on the quote screen for the order to be created.
       


     

    Convert to Order/Invoice
     

    An order would be created with the forecast information with the Estimated Hours, cost and Price. Invoice can be created directly from the order or a Job can be created. Order will also have the all the product line items with the total amount. User has the flexibility to edit the baselines in the Forecast Gantt in the order as well.
     


    Launch the Live Job
     

    Click on the Create Job button on the order from for the job to be created.
     


     

    A Job pertaining to that order will be created. Once a Job is created, user can go ahead and create the tasks and assign the Project manager and Resource Manager and resources for that job.
     

    Once the job is created user can the save that particular job as template using Save as Template button on the job form and can use it any time (i.e. Forecasts, jobs) for updating actuals over.
     


    Print and Send Button
     

    Print or send button is good invoice creation and proposal tool built on top of TotalServ Pro. It is now much easier to create custom quotes, orders, proposals, invoices and move the screen view to Word or web. Navigate to Time and Billing -> Administration-> Print and send button configuration
     


     

    Once the user clicks on Email configuration entity all the Active email configuration would be saved under the View called “Active Send and Print configuration Settings.
     


     

    A new configuration window will have the following choices. Print button configuration will have only options till CRM word Template. Print/Send button is added in Quote, Order and Invoice which will have a pulldown choices.
     


     

    Once the configuration is done the Entity menu choice related to that particular entity would be stored under Print or Send button on the form.
     

    • User can choose any choice from the pulldown and can send an email from the Entity which is selected in the configuration.
    • If the user clicks on Print button a printed version of PDF would be created.
    • If the user clicks on the Send Email Button an Email Template would pop up which is selected in the configuration area. If the PDF button is selected in the configuration PDF would be attached.
    • Click on the send button for the email to go.
    • If the user selects URL in the settings area link would be attached in the mail.
       

     

     

  • Job Templates Made Easy to Create Jobs from Sales Flow in TotalServ Pro

    TotalServ Pro capabilities in Microsoft Dynamics 365 provides a more scientific and deterministic way of coming up with the sales estimates by using job templates and associating it towards the estimates for the project. Whether you are working on a single project or multi team project, with TotalServ Pro you can easily add job templates for creating a projects through a sales process that drive productivity and consistency. These job templates simplifies the process of creating a new identical jobs for different clients. It essentially provides insights, guidance and tools that enable salespeople to focus on the right customers and priorities, and build a trusted relationship with customers.

    How Job Templates Made Easy to Create Jobs from Sales Flow in TSP?

    Through Forecasting in Opportunity

    Forecasting in TotalServ pro is an essential feature in an Opportunity and Quote where it gives an overview of estimated hours, estimated cost and Price by using job templates. With job templates it’s been easy to replicate work and create new job with altered work hours and replaced resources at the opportunity sales stage in just a few minutes.

    Creating a job from Quote

    In the opportunity stage once the estimates are derived you can create a quote to the customer. You can create a new job from the quote by using the job templates which are either pre-configured standard job plans or financial estimates common to your organization. By creating your job from the quote, the job is automatically associated with the quote.

    Eventually creating a job from sales process using job templates is a best way to create a steady flow of revenue and profitability.