Microsoft Dynamics GP customization instruments choice modified with the introduction of eConnect. In case you are on model 9.zero or greater (present GP model is 10.zero – August 2008), we advocate you to deploy eConnect in GP integration routines programming. On this small publication we want to orient you in Microsoft CRM consulting hours capturing and shifting them into Nice Plains SOP bill for billing out to your prospects. This instance permits MBS consulting observe to construct their time billing and accounting programs nearly at no cost, as Microsoft Dynamics licensed companions at the moment take pleasure in GP and Microsoft CRM licenses at no cost
1. Service Exercise in MS CRM. You may schedule, assign your CRM customers and assets, affiliate with Account, Contract, Contract Line and even case. In our instance we’ve case, created on contract line stage as future Service Bill in GP
2. Account contract and contract strains. In MS CRM you finances your time and assign hours (extra exactly minutely) charges on the contract line stage. You then bill contract to allow creating case, related to contract line and towards this case your consultants log their time within the type of duties.
three. Closing the instances and transferring them to your customized time log desk. To begin with, you must know that in MS CRM database you shouldn’t create customized objects, comparable to desk, view, saved process. As a substitute you must create new database and place your customized objects there. Having time log desk, you must create nightly SQL job, which is able to transfer closed instances and their duties into time log desk and mark these instances as transferred
four. Creating Service Invoices in GP. This job is completed by eConnect software. You scan time log desk, and create SOP Bill with non-inventory merchandise strains just by inserting marketing consultant identify as merchandise quantity and outline as activity title. Lastly, when your eConnect routine creates Gross sales Bill for the case, you must mark case as built-in in your time log desk
5. Dexterity nature of GP tables and fields. Nice Plains Dexterity locations some limitations on the size of GP SOP bill line data. Please, learn concerning the area descriptions in GP tables in Instruments->Useful resource Description->Tables