We need basic customisation for Microsoft Dynamics 365 Enterprise
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Director Solutions Delivery | Gold Partner Microsoft Dynamics 365 CRM|Digital Marketing | Website Dev
Bhopal
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
8311534177958945959424289784092617611528731533739
Description
Experience Level: Intermediate
General information for the business: We are an IT Consultancy with a team of consultants who work on various client projects
Kind of development: Customization of existing program
Platform: Microsoft Dynamics
Num. of modules: 3
Description of every module: Dynamics Online
-CRM
-Project Service
-Resource Scheduling
Description of requirements/functionality: Currently Commercial, Delivery, Ops and Finance are using separate systems which overlap or don't provide what we want. The only system we will not change is Xero for accounting but the others we are looking to migrate into one system which is Dynamics Online 365 Enterprise
CRM for client comms and pipeline forecasting from sales and delivery
Project service for planning and managing projects as well as profitability and resourcing
Resource scheduling based on people
High-level requirments:
A skills matrix for all delivery resources including:
Name
Grade
Rate (flexible)
Cost (flexible and restricted view)
Tech skills
Consultancy skills
Domain skills
Location
A planning/portfolio view of all clients to include:
Client name
Project name
Allocated resource
Allocated time for resource
Allocated time spent for resource
Allocated time left for resource
Project value
Project spend to date
Project spend left
Resource value
Resource spend to date
Resource spend left
Colour codes to differentiate between:
Manages Services (MS) Pipeline - shades of green
Consultancy (Con) Pipeline - shades of green
Atlassian (Atl) Pipeline - shades of green
MS SOW signed - shades of red
Con SOW signed - shades of red
Atl SOW signed - shades of red
MS SOW renewal - shades of blue
Con SOW renewal - shades of blue
Atl SOW renewal - shades of blue
Resources on bench
Drag and drop
Daily view, weekly view, monthly view, 3 month view, 6 month view and yearly view (financial year or Jan - Dec?)
Reporting at portfolio, project and resource level. These could be dashboards or wiki page or planning views...
Utilisation
Predicted underspend vs overspend
SOW end dates
Gross profitability of portfolio
Gross profitability of project
Gross profitability of resource
Gross profitability of service eg. MS, Con or Atl
Bench cost
Logging time:
Ability to log holiday, sickness and other types of leave against the project or bench time
Ability to log timesheets. Prefer days but happy with 4hrs and 8hrs options.
Ability to share timesheets with clients for signing off
Ability to feed timesheets that include days/hours worked with rates to Xero
Alerts on most of the above
Xero should be synced with Dynamics used to provide more powerful insight and cashflow planning:
A feed coming from the Dynamics resource plan to Xero
To sync rates
To sync timesheets
To sync forecast
Expenses in Dynamics?
Reporting on current billing and predicted billing on a weekly basis
Detailed gross and net profit reporting on the same areas listed in the planning piece above
Off the shelf reporting eg. click for report
Traffic light system and alerts on large spends, cashflow issues, non profitable staff or project
I would also like to migrate our CRM data from Hubspot
Extra notes: We are a small consultancy with limited budget so whilst this list may be long I am happy to negotiate to get a fast and reasonably priced solution.
I would like to see examples of where you have delivered something similar for other clients or if you have templates already to go that will help guide us if the above is unrealistic.
Based on our assessments to date, we effectively want to get a simple system that delivers the above without all the complexity of all the extra add-ons that Dynamics has at the moment:
Similar systems that have functionality and the look and feel we want:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wjc8EAA
http://www.cmap-software.com/
https://hubplanner.com/
Kind of development: Customization of existing program
Platform: Microsoft Dynamics
Num. of modules: 3
Description of every module: Dynamics Online
-CRM
-Project Service
-Resource Scheduling
Description of requirements/functionality: Currently Commercial, Delivery, Ops and Finance are using separate systems which overlap or don't provide what we want. The only system we will not change is Xero for accounting but the others we are looking to migrate into one system which is Dynamics Online 365 Enterprise
CRM for client comms and pipeline forecasting from sales and delivery
Project service for planning and managing projects as well as profitability and resourcing
Resource scheduling based on people
High-level requirments:
A skills matrix for all delivery resources including:
Name
Grade
Rate (flexible)
Cost (flexible and restricted view)
Tech skills
Consultancy skills
Domain skills
Location
A planning/portfolio view of all clients to include:
Client name
Project name
Allocated resource
Allocated time for resource
Allocated time spent for resource
Allocated time left for resource
Project value
Project spend to date
Project spend left
Resource value
Resource spend to date
Resource spend left
Colour codes to differentiate between:
Manages Services (MS) Pipeline - shades of green
Consultancy (Con) Pipeline - shades of green
Atlassian (Atl) Pipeline - shades of green
MS SOW signed - shades of red
Con SOW signed - shades of red
Atl SOW signed - shades of red
MS SOW renewal - shades of blue
Con SOW renewal - shades of blue
Atl SOW renewal - shades of blue
Resources on bench
Drag and drop
Daily view, weekly view, monthly view, 3 month view, 6 month view and yearly view (financial year or Jan - Dec?)
Reporting at portfolio, project and resource level. These could be dashboards or wiki page or planning views...
Utilisation
Predicted underspend vs overspend
SOW end dates
Gross profitability of portfolio
Gross profitability of project
Gross profitability of resource
Gross profitability of service eg. MS, Con or Atl
Bench cost
Logging time:
Ability to log holiday, sickness and other types of leave against the project or bench time
Ability to log timesheets. Prefer days but happy with 4hrs and 8hrs options.
Ability to share timesheets with clients for signing off
Ability to feed timesheets that include days/hours worked with rates to Xero
Alerts on most of the above
Xero should be synced with Dynamics used to provide more powerful insight and cashflow planning:
A feed coming from the Dynamics resource plan to Xero
To sync rates
To sync timesheets
To sync forecast
Expenses in Dynamics?
Reporting on current billing and predicted billing on a weekly basis
Detailed gross and net profit reporting on the same areas listed in the planning piece above
Off the shelf reporting eg. click for report
Traffic light system and alerts on large spends, cashflow issues, non profitable staff or project
I would also like to migrate our CRM data from Hubspot
Extra notes: We are a small consultancy with limited budget so whilst this list may be long I am happy to negotiate to get a fast and reasonably priced solution.
I would like to see examples of where you have delivered something similar for other clients or if you have templates already to go that will help guide us if the above is unrealistic.
Based on our assessments to date, we effectively want to get a simple system that delivers the above without all the complexity of all the extra add-ons that Dynamics has at the moment:
Similar systems that have functionality and the look and feel we want:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wjc8EAA
http://www.cmap-software.com/
https://hubplanner.com/
Liam M.
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