Microsoft Dynamics CRM Customisation / Add-on

  • Posted:
  • Proposals: 6
  • Remote
  • #43124
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Rahul P.Zahid Wakil R.Jon A.Sanjeev A.Devashish B. + 1 other have already sent a proposal.
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Description

Experience Level: Intermediate
Our business deals with the management of people\'s time and location.
We are looking for a developer to extend a specific function
on our Microsoft Dynamics CRM system. Staff are required to drive
either from home, or our office to educational \'sessions\',
to appointments. Please note, the majority of the code/functionality is there,
we ONLY require a quote for the information listed under \'ADD ON...\' below.

The software currently calculates mileage for staff via google maps who are
teaching sessions at various venues..

For Manchester based Staff, mileage is calculated from the employees home to the session and back again via google maps. The amount of miles is then
multiplied by the mileage rate in the staff record. However an employee can
have multiple sessions in one day so there is a tick box where we send them
on to the next session. Or if too much time is in between them we do it as 2
separate journeys.

For non-Manchester based Staff, mileage is calculated from the office or their home (which ever is closest the venue) and back to that point. Unless they have another session (manually linked by a tick box). They then return back to
the office if a tick box is ticked or home (if the home box is ticked the
mileage value of office or home - whichever is nearer is used)

ADD ON...
The add on we require a quote for is so that sales appointments can be added
to the staff calendar and Mileage calculated from it. THIS ONLY APPLIES TO
STAFF WHO ARE \"SALARIED\" within the staff record.
Please note within this we would need to be able to manually tick whether
the appointment was attend from home or from the office. And at the end of
the day if they went home or back to the office. Other factors include that
staff may go from an appointment to another appointment and so on or come
back to the office in between. To further complicate a member of staff may
also teach sessions so it must link to the current mileage system.

PLEASE NOTE WITH SALARIED STAFF YOU SHOULD DEACTIVATE THE HOME/OFFICE CLOSEST TO OPTION (ONLY THE FIRST AND LAST SESSION OF THE DAY SHOULD HAVE THIS OPTION WHICH WE MANUALLY TRIGGER. EVERY OTHER JOURNEY SHOULD BE FROM
THE OFFICE OR COMING FROM SOMEWHERE ELSE)

Please quote this as a separate... A report must be available so salaried
staff can see the appointments and sessions they have on a given day.

If any further information is required, please do not hesitate to contact.



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