We are a service provider who sells hardware but predominantly provides IT support and services.
We use Ms Dynamics CRM 2015 on Premise for reoccurring opportunities & leads
We have Sales/ Engineers/ Admin/ Accounts Departments
We run software called CEO which we currently use for creating invoices and job numbers
We project manage the jobs using a public folder calendar in outlook.
We run Sage Line 50 as our accountancy software
We use Job numbers and Invoice numbers but currently not quote numbers
1. Akita wish to move away from our current ServiceCEO billing software and have a comprehensive invoicing within CRM linked to an accounts system that can push both ways. We know this needs to be done using the following software - [url removed, login to view]
2. Orders that require jobs need to generate a case that will be assigned to a field based engineers. Some orders may require reoccurring jobs.
3. Account forms need to show a roll up of previous products sold.
Invoices need to be able to be invoiced quarterly for amounts over £5,000.00 year.
Need to be able to automatically generate renewals that can be checked before being sent
During the course of an annual invoice period multiple additional invoices may be raised pro rata that will need to be added to the main renewal invoice.
Where credit notes would be raised
How would nominal codes used in Sage accounts link with CRM
We need to be able to write one off additional hardware or software invoices
We need to be able to specify terms on invoice like immediate, 30 days and monthly standing order
16 freelance ont fait une offre moyenne de 4991 £ pour ce travail
Hi i am having 5 years of experience in Dynamics CRM Development . worked with redware Sage 50 Connector integrated to account system. i will do your project immediately.
Hello There, This is Nirav . I have more then 4 years experience in CRM. I work at CRM 2011, 2013 and 2015 too. My skype : [url removed, login to view]