MS CRM Online - customization related to invoicing

  • Status Completed
  • Budget $30 - $250 USD
  • Total Bids 6

Project Description


In our test environment of Microsoft CRM Online we'd like to have several customisations related to invoicing.

Please note that we're talking about the MS CRM in the cloud, and this is not about an on premises CRM server.

For now we need a customization that allows us to easily create quotes.

We noted belowe milestones and deliverables:

1. VAT implementation:

- Entity creation

- Possibility to add VAT rates

- Default VAT rate for each quote

- Allow selection of VAT rate per quote

2. Supplier changes:

- When selecting a supplier of a product this should be no free text field

- per supplier we need these fields: name + payment terms + credit limit

3. New quote template:

- Quote extract to PDF with template based on example

- VAT info should also be included

4. Workflow creation:

- Send quote PDF in 1 click

- automatic fields: e-mail address, subject, e-mail text, attachment(quote PDF)

It is very important that all changes to the CRM are clearly documented.

Our IT engineer must be able to reproduce your changes on our production CRM server.

Kind regards,

Timothy Conix

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