Taking CRM 2011 activities to higher level
With xRM concept gaining momentum and more applications are developed on CRM 2011 as a platform, there is a growing need for other tasks, in addition to the CRM 2011 out of the box activities. Activities record when, how long, purpose and results of daily tasks and interactions with colleagues, customers, suppliers and service providers, which are part of the daily work routine. Activities such as task, phone call, email or meeting are provided with CRM 2011. Users can customize their own activities for other types of tasks; if they differ in the way they are assigned, scheduled, instructed, reported back or linked with other entities. Activities such as preparing or delivering price quotation, webinar, product demonstration, service works or site inspection are just an example of how powerful is the activity function of CRM 2011. Q-Service and Q-Time are two add-ons to CRM 2011. Both applications are using activities either for timesheet or for billing and invoicing. Q-Service and Q-Time were designed to cater for diversity in user’s activities whether the users are salespeople, customer service representatives or purchasing officers. Some activities require printed documents such as the address details for an onsite job card or a link of one activity to many leads for the purpose of recording participants in a webinar or training course. What differentiates Q-Service from Q-Time is the billing and invoicing functionality provided with Q-Service. Q-Service bills customers or deducts hours from prepaid hours, based on the reported times and work details of all case related activities. (Activities with case number in their “regarding” field). We enhanced CRM 2011 generic and customised activities with Activity Web Resources (AWR), variety of software code, HTML pages, JavaScript, and Silverlight applications that adds functionality to activities. CRM users can create customised business related activities and enhance them with AWR relevant to the type of customized activity. Q-Service and Q-Time recognize customised activities in the same method they recognize CRM generic activities.
Q-Service is provided with Device Entity and Job Instruction Process. The device entity is an industry specific customisation that records the details and service history of equipment or machinery such as refrigeration system, computer server, CNC machine and other devices that are managed, monitored or repaired by your organization. The Job Instructions Process stacks one job instruction on top of another and updates the job instructions field in the case entity.
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