Microsoft Dynamics SL Web Apps provide access to Microsoft Dynamics SL through a web browser on a desktop, laptop, tablet or smartphone. This demonstration will walk through the high level features of Project Time Entry.
TimeControl timesheet solutions available on the TimeControl.com website. TimeControl is a flexible multi-purpose timesheet capable of being used to fulfill many requirements at once.
The document provides an overview of the product modules available for Microsoft Dynamics SL, grouped by functional area. It describes the Business Essentials Edition, which provides core financial and trade functionality, and the Advanced Management Edition, which offers a broader set of functionality. Both editions include certain base components. Additional a la carte modules can be purchased individually to expand the solutions. The document lists and describes the modules included in each edition and available a la carte.
This document provides an introduction and overview of the key components of the Microsoft Dynamics NAV 2015 user interface. It describes the main elements of the role center home page including the navigation pane, application menu, ribbon, travel buttons, address bar, search box, cues, list parts, and notifications. It also covers pages, navigation techniques, and filtering lists.
The document provides an agenda for an Integration With Microsoft Dynamics 365 CRM meetup organized by the Indore MuleSoft Meetup Group. The agenda includes introductions, an overview of Microsoft Dynamics 365 CRM and its terminology, setting up a trial account and navigating the system, configuring the MuleSoft connector, and a demo of various read operations in Anypoint Studio. The document also notes some things to keep in mind when working with Microsoft Dynamics 365 CRM, such as its use of hard deletes and the need to query audits to retrieve deleted records. It concludes with information on sharing photos from the meetup and providing feedback.
Preparing for Lightning: Replacing URL Hacks with ActionsMike White
Common URL hacks used in Salesforce Classic are not available in the new Lightning Experience. Learn how to leverage Quick Actions to replace these URL hacks and develop Lightning ready replacements for your users on Classic, Lightning and Salesforce1.
With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important – your customers.
This presentation provides the highlights of the new functionality of Dynamics CRM 2013.
Future of Composite Apps S-Controls and Beyonddreamforce2006
The document discusses new capabilities for composite apps in Salesforce, including custom S-Controls and ways to customize standard buttons. S-Controls allow embedding external content and apps directly into Salesforce pages and dashboards. Companies can use these features to integrate data and create customized user experiences. Speakers from ShareMethods and Harte-Hanks Trillium Software provide examples of how they leverage S-Controls and custom buttons in their apps.
Q4 2019 compensation-quick-preview by deloitte germanyHazal Yağcı
This document provides a preview of the Q4 2019 release of SuccessFactors Compensation Management. It includes general dates for past and upcoming releases. The Q4 2019 release includes enhancements around viewing comments, translating labels, encrypting lookup tables, aborting stalled budget assignments, retiring custom reports and Live Analytics. Additional features include printing statements, publishing to Employee Central, new total compensation templates/plans, custom validations, data purging, deleting employees from worksheets, and restricting the audit population. Localization of categories/levels, point-based programs, employee nomination search, custom images for categories/levels, and redeeming rewards are also highlighted.
TimeControl timesheet solutions available on the TimeControl.com website. TimeControl is a flexible multi-purpose timesheet capable of being used to fulfill many requirements at once.
The document provides an overview of the product modules available for Microsoft Dynamics SL, grouped by functional area. It describes the Business Essentials Edition, which provides core financial and trade functionality, and the Advanced Management Edition, which offers a broader set of functionality. Both editions include certain base components. Additional a la carte modules can be purchased individually to expand the solutions. The document lists and describes the modules included in each edition and available a la carte.
This document provides an introduction and overview of the key components of the Microsoft Dynamics NAV 2015 user interface. It describes the main elements of the role center home page including the navigation pane, application menu, ribbon, travel buttons, address bar, search box, cues, list parts, and notifications. It also covers pages, navigation techniques, and filtering lists.
The document provides an agenda for an Integration With Microsoft Dynamics 365 CRM meetup organized by the Indore MuleSoft Meetup Group. The agenda includes introductions, an overview of Microsoft Dynamics 365 CRM and its terminology, setting up a trial account and navigating the system, configuring the MuleSoft connector, and a demo of various read operations in Anypoint Studio. The document also notes some things to keep in mind when working with Microsoft Dynamics 365 CRM, such as its use of hard deletes and the need to query audits to retrieve deleted records. It concludes with information on sharing photos from the meetup and providing feedback.
Preparing for Lightning: Replacing URL Hacks with ActionsMike White
Common URL hacks used in Salesforce Classic are not available in the new Lightning Experience. Learn how to leverage Quick Actions to replace these URL hacks and develop Lightning ready replacements for your users on Classic, Lightning and Salesforce1.
With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important – your customers.
This presentation provides the highlights of the new functionality of Dynamics CRM 2013.
Future of Composite Apps S-Controls and Beyonddreamforce2006
The document discusses new capabilities for composite apps in Salesforce, including custom S-Controls and ways to customize standard buttons. S-Controls allow embedding external content and apps directly into Salesforce pages and dashboards. Companies can use these features to integrate data and create customized user experiences. Speakers from ShareMethods and Harte-Hanks Trillium Software provide examples of how they leverage S-Controls and custom buttons in their apps.
Q4 2019 compensation-quick-preview by deloitte germanyHazal Yağcı
This document provides a preview of the Q4 2019 release of SuccessFactors Compensation Management. It includes general dates for past and upcoming releases. The Q4 2019 release includes enhancements around viewing comments, translating labels, encrypting lookup tables, aborting stalled budget assignments, retiring custom reports and Live Analytics. Additional features include printing statements, publishing to Employee Central, new total compensation templates/plans, custom validations, data purging, deleting employees from worksheets, and restricting the audit population. Localization of categories/levels, point-based programs, employee nomination search, custom images for categories/levels, and redeeming rewards are also highlighted.
Customizing the salesforce console with the integration toolkit mtSalesforce Developers
The document provides an overview of customizing the Salesforce Console using the Integration Toolkit. It begins with an introduction to the Console and the Toolkit. It then discusses the various types of methods available in the Toolkit for interacting with tabs, the UI, CTI/Live Agent, and push notifications. The document concludes with a review of recent Console features and the upcoming roadmap.
imason Webinar: Microsoft Dynamics CRM 2015 - 5 Hot New Features to Ignite Yo...Anastasia Phillips
This webinar discussed new features in Microsoft Dynamics CRM 2015 that can help ignite users. The webinar covered enhanced Outlook integration that allows tracking emails with one click and accessing CRM records directly from Outlook. Enhanced business processes were also covered, including improved branching logic and connecting to non-related entities. Visual hierarchies were introduced as a new way to visualize and navigate hierarchical data. Additionally, the webinar discussed new rollups for calculated fields that allow aggregating data across related records, as well as enhanced mobile capabilities like offline record creation. The webinar concluded with an overview of upgrading existing CRM implementations to the 2015 version.
Project background
Microsoft Dynamics AX 2009 contains a CRM module that allows the users to interact with the organization’s business relations. Note that the CRM module was replaced by the Sales and Marketing Module in Microsoft Dynamics AX 2012 (RTM, R2, R3). While the CRM module is a great module, there are few features that needed to be improved in order to make the CRM module fully functional.
The document is dedicated on how to make the sales quotation feature in the CRM module more powerful and also avoid the usage of multiple software in order to send, amend and track sales quotations.
Datastream professional getting started guideIta Kamis
This document provides an overview of how to access and navigate the Thomson Reuters Datastream Professional platform. It describes the main features and functionality available, including:
- Using the Navigator search tool to find financial data series
- Accessing news, research, estimates and economic calendars for selected series
- Creating customized charts and transferring them to Excel
- Screening for stocks using predefined criteria to build watchlists
- Working with fixed income data and analyzing bonds
Q3 2019 compensation-quick-preview by deloitte germanyHazal Yağcı
This document provides information on the Q3 2019 release of SuccessFactors Compensation Management. Key updates include:
1) Enhancements to the Reward and Recognition page including a new section to edit appreciation messages and view available budgets.
2) Ability for employees to track details of awards sent and received on their profile.
3) A new step sequence for nominating employees for Spot Awards.
4) Ability to filter Spot Award history reports by date fields and see time zones on report exports.
5) Budget entities now read-only on Manage Data page to avoid data issues when edited.
Microsoft Dynamics GP Enterprise Resource Planning SystemFahad Saleem
Microsoft Dynamics GP is a financial accounting system designed to meet the requirements of small to midsize businesses.
Microsoft Dynamics GP was originally developed by North Dakota-based Great Plains Software and was acquired by Microsoft in 2001.
Microsoft Dynamics GP has applications for financial management, human resources management, manufacturing planning, supply chain management, field service, business intelligence, collaboration, compliance and IT management.
There are also ala carte modules which can be purchased separately, along with hundreds of third-party applications from independent software vendors (ISVs), which can be added to the system to fit additional needs.
The document provides tips and tricks for improving navigation and customizing the user interface in the BillQuick software. It describes ways to split screens, apply filtering to focus on relevant data, set default navigators, select or deselect multiple rows of data using shortcuts, and sort data in multiple columns. The tips can help users work more efficiently by streamlining the view and access to important features in BillQuick.
Q1 2019 compensation-quick-preview by deloitte germanyHazal Yağcı
The document provides a quarterly preview of upcoming releases for SuccessFactors Compensation Management in 2019. Key updates for Q1 2019 include:
1) An auto purge tool to remove deleted worksheets without requiring a read access log period.
2) Allowing compensation administrators to export compensation plan activity audits via the UI.
3) Enhancements to checks in the check tool for faster processing and checks at form launch.
Performance improvements and UI label changes are also noted.
This document provides instructions for connecting MuleSoft to Microsoft CRM to retrieve and manipulate customer data. It describes installing the Microsoft Dynamics CRM connector, configuring it with the required authentication information and URL, and using it in a Mule flow to make requests to the CRM like creating, updating, deleting and retrieving records.
Moore Advanced Calculations in Calc Manager OW 20151015Ron Moore
This document provides an overview of using custom defined templates (CDTs) in Calc Manager to automate repetitive calculation development tasks. It discusses conceptualizing a framework for CDT implementation and applying CDTs to a driver-based budgeting application. The agenda includes reviewing CDTs, developing a conceptual framework, and demonstrating CDTs in Calc Manager to create a calculation and use variables and member ranges.
Discover salesforce, dev ops and Copado CI/CD automationsJackGuo20
Salesforce DevOps enables organizations to operate Salesforce at scale through continuous innovation delivery. This involves establishing a CI/CD delivery pipeline that integrates version control, automated testing, and deployment across environments from development to production. Separating deployments from releases allows for safer rollouts through techniques like feature flags, permissions, and A/B testing. DevOps is a journey that starts with getting the basic foundations in place and continually improving processes over the long term.
c360 is a leading Microsoft CRM enhancement vendor that was founded to prepare for the launch of Microsoft CRM. They have developed products to extend Microsoft CRM's functionality, including modules for core functions, sales, and service. Their products are used by over 700 organizations worldwide and include features like dashboards, searching, activity summaries, and relationship charts.
The document discusses integrating Microsoft Dynamics ERP and CRM solutions to achieve business objectives. It covers Dynamics CRM and AX integration status and considerations. Audience polling questions ask about deployed CRM solutions, integrated ERP-CRM experiences, and metrics for measuring customer satisfaction and waste reduction goals. Examples show potential customer service and field service workflows between Dynamics 365 modules. Lastly, it outlines Fullscope's offerings around Dynamics 365 integrations, data warehousing, and digital solutions.
The document provides an overview of different roles in ZENTAO and how they interact throughout the development process. It describes the responsibilities of the product owner, scrum master, and development team. The product owner is responsible for defining features, prioritizing stories, and accepting deliverables. The scrum master facilitates meetings and removes impediments for the development team. The development team completes tasks, conducts code reviews, and provides deliverables for testing.
This document provides a tutorial for performing modal analysis in SAP2000. It describes the steps to create a simple 2D frame model, define materials and sections, apply loads and mass properties, generate time history functions, and set up modal and time history analysis cases. The goal is to demonstrate modal analysis and modal time history analysis features in SAP2000.
How to implement Microsoft Dynamics 365 effectively?NexSoftsys
Dynamics 365 comes with powerful data collection and analysis tools that make your sale process even better than ever. You can achieve this with a successful Microsoft Dynamics 365 implementation.
Dynamics CRM 2013: Create or customize dashboardsVinh Nguyen
Dynamics CRM 2013: Create or customize dashboards
If you need to find a perfect solution for your business or should you have any questions please do not hesitate to contact Think Next
Website: http://www.thinknext.vn
Forum: http://www.thinknext.vn/diendan/index.php?threads/dynamics-crm-create-or-customize-dashboards.464/
Microsoft Dynamics CRM User Dashboards eBook_2016Monte Enbysk
This document provides an overview of dashboards in Microsoft Dynamics CRM and how to customize them. It includes examples of built-in dashboards for sales, marketing, customer service and more. Tips are provided on using dashboard features like charts, lists, filters and refreshing data. Users can create new dashboards by choosing a layout, adding charts and lists, and then sharing their customized dashboards with other users.
The biggest hurdles associated with Dynamics implementation for the switchNexSoftsys
However, you are working with the Dynamics implementation and are wondering if Dynamics 365 is worth switching to, or else you have shown some of the biggest hurdles that make the implementation effective.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
How to Get CNIC Information System with Paksim Ga.pptxdanishmna97
Pakdata Cf is a groundbreaking system designed to streamline and facilitate access to CNIC information. This innovative platform leverages advanced technology to provide users with efficient and secure access to their CNIC details.
Customizing the salesforce console with the integration toolkit mtSalesforce Developers
The document provides an overview of customizing the Salesforce Console using the Integration Toolkit. It begins with an introduction to the Console and the Toolkit. It then discusses the various types of methods available in the Toolkit for interacting with tabs, the UI, CTI/Live Agent, and push notifications. The document concludes with a review of recent Console features and the upcoming roadmap.
imason Webinar: Microsoft Dynamics CRM 2015 - 5 Hot New Features to Ignite Yo...Anastasia Phillips
This webinar discussed new features in Microsoft Dynamics CRM 2015 that can help ignite users. The webinar covered enhanced Outlook integration that allows tracking emails with one click and accessing CRM records directly from Outlook. Enhanced business processes were also covered, including improved branching logic and connecting to non-related entities. Visual hierarchies were introduced as a new way to visualize and navigate hierarchical data. Additionally, the webinar discussed new rollups for calculated fields that allow aggregating data across related records, as well as enhanced mobile capabilities like offline record creation. The webinar concluded with an overview of upgrading existing CRM implementations to the 2015 version.
Project background
Microsoft Dynamics AX 2009 contains a CRM module that allows the users to interact with the organization’s business relations. Note that the CRM module was replaced by the Sales and Marketing Module in Microsoft Dynamics AX 2012 (RTM, R2, R3). While the CRM module is a great module, there are few features that needed to be improved in order to make the CRM module fully functional.
The document is dedicated on how to make the sales quotation feature in the CRM module more powerful and also avoid the usage of multiple software in order to send, amend and track sales quotations.
Datastream professional getting started guideIta Kamis
This document provides an overview of how to access and navigate the Thomson Reuters Datastream Professional platform. It describes the main features and functionality available, including:
- Using the Navigator search tool to find financial data series
- Accessing news, research, estimates and economic calendars for selected series
- Creating customized charts and transferring them to Excel
- Screening for stocks using predefined criteria to build watchlists
- Working with fixed income data and analyzing bonds
Q3 2019 compensation-quick-preview by deloitte germanyHazal Yağcı
This document provides information on the Q3 2019 release of SuccessFactors Compensation Management. Key updates include:
1) Enhancements to the Reward and Recognition page including a new section to edit appreciation messages and view available budgets.
2) Ability for employees to track details of awards sent and received on their profile.
3) A new step sequence for nominating employees for Spot Awards.
4) Ability to filter Spot Award history reports by date fields and see time zones on report exports.
5) Budget entities now read-only on Manage Data page to avoid data issues when edited.
Microsoft Dynamics GP Enterprise Resource Planning SystemFahad Saleem
Microsoft Dynamics GP is a financial accounting system designed to meet the requirements of small to midsize businesses.
Microsoft Dynamics GP was originally developed by North Dakota-based Great Plains Software and was acquired by Microsoft in 2001.
Microsoft Dynamics GP has applications for financial management, human resources management, manufacturing planning, supply chain management, field service, business intelligence, collaboration, compliance and IT management.
There are also ala carte modules which can be purchased separately, along with hundreds of third-party applications from independent software vendors (ISVs), which can be added to the system to fit additional needs.
The document provides tips and tricks for improving navigation and customizing the user interface in the BillQuick software. It describes ways to split screens, apply filtering to focus on relevant data, set default navigators, select or deselect multiple rows of data using shortcuts, and sort data in multiple columns. The tips can help users work more efficiently by streamlining the view and access to important features in BillQuick.
Q1 2019 compensation-quick-preview by deloitte germanyHazal Yağcı
The document provides a quarterly preview of upcoming releases for SuccessFactors Compensation Management in 2019. Key updates for Q1 2019 include:
1) An auto purge tool to remove deleted worksheets without requiring a read access log period.
2) Allowing compensation administrators to export compensation plan activity audits via the UI.
3) Enhancements to checks in the check tool for faster processing and checks at form launch.
Performance improvements and UI label changes are also noted.
This document provides instructions for connecting MuleSoft to Microsoft CRM to retrieve and manipulate customer data. It describes installing the Microsoft Dynamics CRM connector, configuring it with the required authentication information and URL, and using it in a Mule flow to make requests to the CRM like creating, updating, deleting and retrieving records.
Moore Advanced Calculations in Calc Manager OW 20151015Ron Moore
This document provides an overview of using custom defined templates (CDTs) in Calc Manager to automate repetitive calculation development tasks. It discusses conceptualizing a framework for CDT implementation and applying CDTs to a driver-based budgeting application. The agenda includes reviewing CDTs, developing a conceptual framework, and demonstrating CDTs in Calc Manager to create a calculation and use variables and member ranges.
Discover salesforce, dev ops and Copado CI/CD automationsJackGuo20
Salesforce DevOps enables organizations to operate Salesforce at scale through continuous innovation delivery. This involves establishing a CI/CD delivery pipeline that integrates version control, automated testing, and deployment across environments from development to production. Separating deployments from releases allows for safer rollouts through techniques like feature flags, permissions, and A/B testing. DevOps is a journey that starts with getting the basic foundations in place and continually improving processes over the long term.
c360 is a leading Microsoft CRM enhancement vendor that was founded to prepare for the launch of Microsoft CRM. They have developed products to extend Microsoft CRM's functionality, including modules for core functions, sales, and service. Their products are used by over 700 organizations worldwide and include features like dashboards, searching, activity summaries, and relationship charts.
The document discusses integrating Microsoft Dynamics ERP and CRM solutions to achieve business objectives. It covers Dynamics CRM and AX integration status and considerations. Audience polling questions ask about deployed CRM solutions, integrated ERP-CRM experiences, and metrics for measuring customer satisfaction and waste reduction goals. Examples show potential customer service and field service workflows between Dynamics 365 modules. Lastly, it outlines Fullscope's offerings around Dynamics 365 integrations, data warehousing, and digital solutions.
The document provides an overview of different roles in ZENTAO and how they interact throughout the development process. It describes the responsibilities of the product owner, scrum master, and development team. The product owner is responsible for defining features, prioritizing stories, and accepting deliverables. The scrum master facilitates meetings and removes impediments for the development team. The development team completes tasks, conducts code reviews, and provides deliverables for testing.
This document provides a tutorial for performing modal analysis in SAP2000. It describes the steps to create a simple 2D frame model, define materials and sections, apply loads and mass properties, generate time history functions, and set up modal and time history analysis cases. The goal is to demonstrate modal analysis and modal time history analysis features in SAP2000.
How to implement Microsoft Dynamics 365 effectively?NexSoftsys
Dynamics 365 comes with powerful data collection and analysis tools that make your sale process even better than ever. You can achieve this with a successful Microsoft Dynamics 365 implementation.
Dynamics CRM 2013: Create or customize dashboardsVinh Nguyen
Dynamics CRM 2013: Create or customize dashboards
If you need to find a perfect solution for your business or should you have any questions please do not hesitate to contact Think Next
Website: http://www.thinknext.vn
Forum: http://www.thinknext.vn/diendan/index.php?threads/dynamics-crm-create-or-customize-dashboards.464/
Microsoft Dynamics CRM User Dashboards eBook_2016Monte Enbysk
This document provides an overview of dashboards in Microsoft Dynamics CRM and how to customize them. It includes examples of built-in dashboards for sales, marketing, customer service and more. Tips are provided on using dashboard features like charts, lists, filters and refreshing data. Users can create new dashboards by choosing a layout, adding charts and lists, and then sharing their customized dashboards with other users.
The biggest hurdles associated with Dynamics implementation for the switchNexSoftsys
However, you are working with the Dynamics implementation and are wondering if Dynamics 365 is worth switching to, or else you have shown some of the biggest hurdles that make the implementation effective.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
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At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
Pushing the limits of ePRTC: 100ns holdover for 100 days
Dynamics SL Web Apps - Project Time Entry
1. Microsoft
Dynamics SL Web
Apps provide
access to
Microsoft
Dynamics SL
through a web
browser on a
desktop, laptop,
tablet or
smartphone. This
demonstration
will walk through
the high level
features of Project
Time Entry.
Microsoft Dynamics SL Testdrive
2. Microsoft Dynamics SL Testdrive
Microsoft
Dynamics SL 2015
CU1 Web Apps
include many new
and enhanced
features.
Click here
4. To start entering
time, click on the
Current Entry
option.
Microsoft Dynamics SL Testdrive
Click here
5. The time Card
Entry screen
displays the time
entered in a grid.
In this example
time entry is
entered weekly,
but it also support
biweekly and semi
monthly time
entry as well. To
enter a new line
item, click on the
New Row button.
Microsoft Dynamics SL Testdrive
Click here
6. Click on the
Assigned button
to choose from a
list of projects
that have already
been assigned.
Microsoft Dynamics SL Testdrive
Click here
7. The Assigned list
shows just those
projects that a
user has been
assigned to in
Microsoft
Dynamics SL. The
assignment list
can be searched
based on assigned
ID or description.
Microsoft Dynamics SL Testdrive
Click here
8. Once a project is
selected, time is
entered into the
grid.
Microsoft Dynamics SL Testdrive
Click here
9. To add a project
line that is not
assigned
Microsoft Dynamics SL Testdrive
Click here
11. A new interface is
displayed that
allow the selection
of a Project and
Task. Users can
manually enter
the Project or click
on the magnifying
glass to lookup the
Project
information.
Microsoft Dynamics SL Testdrive
Click here
12. Project lists can be
searched on using
the Project ID,
description,
Customer ID and
description.
Microsoft Dynamics SL Testdrive
Click here
15. Additional fields
can be
updated/altered
based on the user
access. Please
note that the
additional fields
can be globally
hidden or disabled
in the Time and
Expense setup
screen. Click
Accept to add the
project/task
combination to
the timecard entry
screen.
Microsoft Dynamics SL Testdrive
Click here
21. To view details on
a line item, click
the Day
information
button.
Microsoft Dynamics SL Testdrive
Click here
22. This allows the
entry of a
description of a
specific days work
as well as allows
for the entry of
any overtime
hours if needed.
Microsoft Dynamics SL Testdrive
Click here
23. To save the entry,
click Accept
Microsoft Dynamics SL Testdrive
Click here
24. This screen can
also support the
entry of start and
end times for any
work done on a
project. When
this option is
turned on the
screen will display
the start and end
times.
Microsoft Dynamics SL Testdrive
Click here
25. If any line items
already entered
need to be edited,
click on the Edit
button.
Microsoft Dynamics SL Testdrive
Click here
26. This displays the
fields and allows
for changes to be
made.
Microsoft Dynamics SL Testdrive
Click here
35. The Totals for
each day can be
viewed at the
bottom of the
screen. To view
the breakout of
time, click on the
Totals label.
Microsoft Dynamics SL Testdrive
Click here
36. Details on Billable
vs Non billable
and Overtime can
be viewed on this
screen.
Microsoft Dynamics SL Testdrive
Click here
40. If a hard copy of
the timecard is
needed, a report
can be run.
Microsoft Dynamics SL Testdrive
Click here
41. The report can be
printed or
reviewed. The
report is editable
by a customer or
partner.
Microsoft Dynamics SL Testdrive
Click here
42. Let’s take a look
now at the other
options in the
Timecard menu.
Microsoft Dynamics SL Testdrive
Click here
43. Open Timecards
display any open
timecards that
have not been
submitted.
Microsoft Dynamics SL Testdrive
Click here
44. Open or
unsubmitted
timecards can be
opened from this
screen or you can
copy timecards to
your current time
card.
Microsoft Dynamics SL Testdrive
Click here
45. Clicking the
Duplicate button
will overwrite the
current timecard
with a previous
timecards project
entries. Clicking
on the Action
button turns off
the Duplicate
button.
Microsoft Dynamics SL Testdrive
Click here
Microsoft Dynamics SL Web Apps provide access to Microsoft Dynamics SL through a web browser on a desktop, laptop, tablet or smartphone. This demonstration will walk through the high level features of Project Time Entry.
Microsoft Dynamics SL 2015 CU1 Web Apps include many new and enhanced features. | Click here
In this demonstration we will look at the Project Timecard Entry screen. | Click here
To start entering time, click on the Current Entry option. | Click here
The time Card Entry screen displays the time entered in a grid. In this example time entry is entered weekly, but it also support biweekly and semi monthly time entry as well. To enter a new line item, click on the New Row button. | Click here
Click on the Assigned button to choose from a list of projects that have already been assigned. | Click here
The Assigned list shows just those projects that a user has been assigned to in Microsoft Dynamics SL. The assignment list can be searched based on assigned ID or description. | Click here
Once a project is selected, time is entered into the grid. | Click here
To add a project line that is not assigned | Click here
Choose the Unassigned button | Click here
A new interface is displayed that allow the selection of a Project and Task. Users can manually enter the Project or click on the magnifying glass to lookup the Project information. | Click here
Project lists can be searched on using the Project ID, description, Customer ID and description. |
Click here
Next select the appropriate task. | Click here
Select the task Vacation. | Click here
Additional fields can be updated/altered based on the user access. Please note that the additional fields can be globally hidden or disabled in the Time and Expense setup screen. Click Accept to add the project/task combination to the timecard entry screen. | Click here
To view the details of a line item without having to click the Day Info button, hover over the field | Click here
Information on the line item is displayed. | Click here
To enter comments that will print on the invoice, click on the invoice comments button. | Click here
Multiple invoice comments may be added. | Click here
To view details on a line item, click the Day information button. | Click here
This allows the entry of a description of a specific days work as well as allows for the entry of any overtime hours if needed. | Click here
To save the entry, click Accept | Click here
This screen can also support the entry of start and end times for any work done on a project. When this option is turned on the screen will display the start and end times. | Click here
If any line items already entered need to be edited, click on the Edit button. | Click here
This displays the fields and allows for changes to be made. | Click here
Internal notes can also be entered | Click here
Select the notes | Click here
Internal notes provide a way to record and details around time entry. | Click here
Comments on the entire Timecard can also be entered | Click here
| Click here
Notes on the entire Timecard can also be entered | Click here
| Click here
Notes can be entered. | Click here
The Totals for each day can be viewed at the bottom of the screen. To view the breakout of time, click on the Totals label. | Click here
Details on Billable vs Non billable and Overtime can be viewed on this screen. | Click here
Summary information about and actions can be taken on the Timecard | Click here
Including a document number, a description field along with the ability to Delete a time card or view correcting timecards. | Click here
Save the entries | Click here
If a hard copy of the timecard is needed, a report can be run. | Click here
The report can be printed or reviewed. The report is editable by a customer or partner. | Click here
Let’s take a look now at the other options in the Timecard menu. | Click here
Open Timecards display any open timecards that have not been submitted. | Click here
Open or unsubmitted timecards can be opened from this screen or you can copy timecards to your current time card. | Click here
Clicking the Duplicate button will overwrite the current timecard with a previous timecards project entries. Clicking on the Action button turns off the Duplicate button. | Click here
To view previously submitted Timecards, click the Timecard History button. | Click here
These timecards can also be duplicated by clicking the Actions button. | Click here
| Click here
In addition, the Timecard Entry screen allows for customizing the settings. | Click here
These settings update the sorting and viewing options. | Click here