Freigeben über

New - Time Entries on Dynamics CRM for Phones

  • Artikel

Thanks to the new Project Service in Dynamics CRM (see this blog post) you can now enter your time and expenses for the projects you’re working on. You can stay on top of your time and expense entries to make sure:

  • Your clients are billed properly
  • You get credit for the work you’ve done
  • Your managers know the status of your projects

 

Picture48

You can enter time and expenses through the web app (browser-based app), or with the Microsoft Dynamics CRM for phones and tablets app on your mobile device making it even easier for people in the field to register conveniently

To register time against a project in Project Service while on your phone simply open the Dynamics CRM for Phones app, click main navigation (1) and then Time Entries (2)

Picture31

In the Time Entries grid click (+) to create a new Time Entry

Picture32

In the Create Time Entry form select the Date (1) and specify the duration (2)

Picture33

 

Picture34

 

Picture35

Back in the Create Time Entry form click the Project look-up (1) to select the Project you are registrering the Time Entry to

Picture49

 

Picture37

Back in the Create Time Entry form click the Project Task look-up (1) to select the Project Task you are registrering the Time Entry to

Picture38

 

Picture39

Back in the Create Time Entry form enter Description and External Description look-up (1) if needed

Picture40

And finally click Save to save the Time Entry in Project Service

Picture41

Back in the Time Entries grid your new Time Entry is now listed (1)

Picture42

In the Dynamics CRM web interface you can now navigate to Project Service → Time Entries and find the entry created as a draft (1). You can open the entry to do corrections if needed (2) and save again. When ready you can Submit the entry (3)

Picture43

 

Picture44

 

Picture45

 

Picture46

If you later on open the Time Entry on your phone you will see the Entry Status locked to the value Submitted

Picture47

Approving and Tracking

The new Time Entry lands in the Project Approvals grid (1), where an approver can approve the entry (2)

Picture50

Once approved the Time Entry is tracked against the project tasks Actual Hours

Picture51

 

I hope you will find this new addition to the CRM family usefull

Note

Comments

  • Anonymous
    May 13, 2016
    Hi Jesper. Thanks for another great post. One area I am a little confused on. Is Project Service for CRM its own separate solution, or is it based on Project Online and/or is there any integration between the two?
  • Anonymous
    May 14, 2016
    It is a separate solution. There is no integration between Project client and CRM Project service for the Spring release. Its on the roadmap.
  • Anonymous
    July 22, 2016
    Is there a way to delete a previously approved Time Entry? Hope you can provide feedback the soonest thanks!
  • Anonymous
    July 22, 2016
    Is there a way to delete an Approved Time Entry? Hope you can provide feedback the soonest thanks!
  • Anonymous
    November 01, 2016
    do resources have to be crm users to have access to the mobile app?, can "contact" resources lodge time in this manner