Service Ticket Form in SharePoint, CRM and Dynamics GP integration
This project received 12 bids from talented freelancers with an average bid price of $967 USD.Get free quotes for a project like this
Project Budget$250 - $750 USD
I want to automate various documents such as a Service Request Ticket that customers sign when work is performed.
- Microsoft CRM
- Microsoft Dynamics GP
Senerio: A customers request gets logged by dispatcher on CRM. The request gets sent to Field Technician for processing. The form/ Service Request Ticket is available on Sharepoint for editing. Technician is able to edit form for selectable data fields that are in CRM or GP entries such as parts and hrs worked. Price to customer is automatically retrieved from CRM or GP. Customer signs Ticket where a workflow starts and the customer is automatically billed via CRM or GP. The transaction is automatically available in GP for accounting. Inventroy is automatically adjusted based on parts used.
There will be three Service Tickets formats that will be created due to the type of work done: Electrical, Security, Air Conditioning
Recommend workflow etc.
Looking to make some money?
- Set your budget and the timeframe
- Outline your proposal
- Get paid for your work
Hire Freelancers who also bid on this project
Looking for work?
Work on projects like this and make money from home!Sign Up Now
- The New York Times
- Wall Street Journal
- Times Online