New – Time Entries on Dynamics CRM for Phones


Thanks to the new Project Service in Dynamics CRM (see this blog post) you can now enter your time and expenses for the projects you’re working on. You can stay on top of your time and expense entries to make sure:

  • Your clients are billed properly
  • You get credit for the work you’ve done
  • Your managers know the status of your projects

 

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You can enter time and expenses through the web app (browser-based app), or with the Microsoft Dynamics CRM for phones and tablets app on your mobile device making it even easier for people in the field to register conveniently

To register time against a project in Project Service while on your phone simply open the Dynamics CRM for Phones app, click main navigation (1) and then Time Entries (2)

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In the Time Entries grid click (+) to create a new Time Entry

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In the Create Time Entry form select the Date (1) and specify the duration (2)

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Back in the Create Time Entry form click the Project look-up (1) to select the Project you are registrering the Time Entry to

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Back in the Create Time Entry form click the Project Task look-up (1) to select the Project Task you are registrering the Time Entry to

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Back in the Create Time Entry form enter Description and External Description look-up (1) if needed

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And finally click Save to save the Time Entry in Project Service

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Back in the Time Entries grid your new Time Entry is now listed (1)

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In the Dynamics CRM web interface you can now navigate to Project Service Time Entries and find the entry created as a draft (1). You can open the entry to do corrections if needed (2) and save again. When ready you can Submit the entry (3)

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If you later on open the Time Entry on your phone you will see the Entry Status locked to the value Submitted

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Approving and Tracking

The new Time Entry lands in the Project Approvals grid (1), where an approver can approve the entry (2)

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Once approved the Time Entry is tracked against the project tasks Actual Hours

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I hope your users will enjoy a hazzlefree time registration experience, your management will enjoy timely registrations allowing better invoicing and so much more

Note

Comments (5)

  1. Ulrik says:

    Hi Jesper. Thanks for another great post. One area I am a little confused on. Is Project Service for CRM its own separate solution, or is it based on Project Online and/or is there any integration between the two?

  2. It is a separate solution. There is no integration between Project client and CRM Project service for the Spring release. Its on the roadmap.

  3. Adrian says:

    Is there a way to delete a previously approved Time Entry? Hope you can provide feedback the soonest thanks!

  4. Adrian Alfonso says:

    Is there a way to delete an Approved Time Entry? Hope you can provide feedback the soonest thanks!

  5. paul sexstone says:

    do resources have to be crm users to have access to the mobile app?, can “contact” resources lodge time in this manner

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