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Team planning with MS Dynamics CRM
Project duration: 1 month
Brief description
The membership of a field service team changes regularly. Therefore, the teams are populated promptly before the assignment. The planning of field service assignments is simplified by the replacement of an Excel processing for responsible persons. Responsible persons can now create teams to which assignments are assigned. Employees are then subsequently assigned to a team for a certain period of time via a drag-and-drop interface. After saving, the orders are then inherited by the employees and they receive their personal booking in the calendar.
Supplement
The planning of the field staff is performed in the FieldSevice module of MS Dynamics. Here, the customer wants a planning option via DragAndDrop. This is implemented using PCF Control.
Subject description
The planning of the field staff is performed in the FieldSevice module of MS Dynamics. Here, the customer wants a planning option via DragAndDrop. This is implemented using PCF Control.
Overview
- Industries energy
- Specialist tasks energy supply, order processing
- DV tasks standard software expansion
- System environment standard software: CRM systems
- Procedure model Scrum
- Standard software Microsoft Dynamics CRM
Project period26.09.2022 - 27.10.2022
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