My boss has recently tasked me with developing an estimating form in Dynamics CRM Online for use by his sales team. The idea is that his sales team can enter the parameters into a dialog and have Dynamics spit out a rough estimate for the cost of the project. Sales team members need to be able to do this while on site at a customer's location.
I have no idea about anything with Dynamics. I could easily do this in Excel VBA and make it look nice. I could develop my own app in C# or Java. But the ideal is to integrate this into Dynamics CRM with existing opportunities and associated tools. I've looked at Dynamics on my boss' monitor and I've poked some of the existing dialogs on our old on-premises Dynamics server with a long stick.
Is this kind of application even possible with Dynamics Online? We'd need to take user input, query the product database for pricing info from that input, and do some fancy arithmetic to spit out a number and ideally save the data in some way associated with an opportunity. This is a flooring company, and I envision an estimating tool where you can dynamically add a room to a list in a dialog, specify the size of the room in two text entry boxes (length x width), and select a type of flooring and substrate from a combination of radial buttons and drop down boxes, and finally have a price displayed for that room with a cumulative price displayed for each additional room added to the list.
Somebody please tell me if this is possible and where I can go for some resources on developing for Dynamics CRM to teach me how to do it. Help!
:edit:
Essentially the current manual estimating process is rather laborious and takes a couple of days turnaround. Sales reps run through a checklist and submit a form to the office with information about the size of the job, substrate, and the products to be installed and then a human operator manually calculates an estimate with that information. An automated system should allow sales reps to input some basic information and get a rough estimate in minutes while on site with the customer making the sale.
At its most basic, the application must be able to accept user input for the substrate under the flooring, the new flooring type, and square footage for each type of flooring. With that information, it needs to query price information from a database and then calculate an estimate for the project. It needs to be available online via mobile devices (tablets or possibly phones) for sales reps who are on location with a customer.
Beyond that, if we can have it save the estimate into an existing opportunity or create a new opportunity within Dynamics CRM, that would be great.
To avoid learning specific CRM development features, you can add web resource, it could be HTML page, add link to the web resource on CRM page and using only javascript populate field you need with any data you need.
This could definitely be accomplished with the out-of-the-box features. It wouldn't work exactly like you envisioned, but it would be close.
You'd need to set up the Product Catalog in CRM. Each Product could be one of your flooring types or substrates. The Pricing List for each Product would show how much 1 square foot of each type of flooring costs.
When Sales creates an Opportunity, they can add Product Line Items for each different type of flooring, along with a Quantity (which would be total Sq Feet for that item). CRM would then calculate the Line Item and the total Opportunity from the Price List and Product Catalog. Each line item total can also be discounted or overridden from the Price List, if necessary.
Once the customer wants a Quote, you can convert the Opportunity into a Quote, and all line items are copied over. You could then print this out and give it to the customer.
If the customer accepts the Quote, you can convert the Quote into an Order. Again, all line items are copied over.
Finally, you can create multiple invoices for an Order, and again line items are copied over and you can override prices or line items if necessary for billing.
There are lots of good video tutorials out there on setting up the Product Catalog, Price Lists, Discount Lists, etc. Hope that helps!
Related
Using Sales Force Automation in NetSuite, you can create Sales Teams (via Setup->Sales->Sales Teams->New). From what I can gather, these appear to be a kind of Group of employees (you can list them via a saved search). You can then use them to assign an entire Sales Team to a customer (which really means assigning all of the people in that Sales Team to the customer - NetSuite doesn't keep a record of which Sales Team you assigned, just its members).
We have multiple (hundreds) of sales teams defined. One for this state, one for that state, one for this group of counties in this other state, one for that state but just for customers who are under a certain threshold of revenue, etc., etc. So we get employees who are on multiple sales teams - again, some employees are on tens or hundreds of sales teams.
What I want to do is operate on those sales teams via a mass update or similar. For example, I want to be able to remove John Smith from all Sales Teams (I stress that by this I do not mean remove him from all customers in which he is in the sales team; I mean remove him from the defined Sales Team), or add Sue Brown to all Sales Teams involved in a specific state. Again, I stress that I don't mean to make changes to the people or sales teams assigned to customers - if I made this change, it would not change anything in relation to any customers; it would ONLY change the Sales Team itself.
But I can't even search for Sales Teams (or groups) and get the names of all the members in the search result.
How are Sales Teams structured/stored in NetSuite? Can they be operated on in this way?
I do not have this feature enabled in my account, so I cannot see first hand. However in Suite Answer I found Answer Id 9772 that explains how to perform a Mass Update of sales team members, i.e. to add or remove an individual from a Sales Team and the different mass update types.
We have team selling enabled on our NetSuite, so the bottom of our customer form contains the Sales Team sublist, like below.
My question is a simple one - can I access the fields in that sublist to disable them for certain users, change the labels, etc? If so, how? As far as I can see, it's all OOB and I can't find a way to edit any of it.
Is there a way to create promotions in Netsuite 2016.1 so that items can have individually lowered prices? I know how to reduce items by percentages and how to set a flat price for all items, but I'm trying to allow individual items to have different temporary prices. Does Netsuite have this capability, or should I begin creating it via SuiteScript and custom records/fields?
Thanks!
Try the pricing groups feature of NetSuite. This lets you set a custom price for a set of items, which can then be assigned to various customers. This is primarily meant for negotiating prices with a large customer.
You might be able to use this feature to set temporary prices by switching the pricing group on and off for different customers with a script.
I am not aware of any way to temporarily set specific prices.
A thing I've done in the past was to create a set of custom fields and scripts that did the following for a Daily Specials program.
Take a group of products and copy their current on-line price to another field;
Update their online prices to a pre-determined value
assign them to a "Daily Specials" category.
set a custom checkbox field so that the item thumbnails could be easily bannered in a category list
A daily batch inspected a configuration table for that day's specials. It cleared all the current specials(prices back; remove from category; clear checkbox) and then assigned that day's specials.
this was driven by a table that allowed the product manager to schedule products based on seasonality and availability.
I am updating a custom table based on plant in MM02 using the user exit EXIT_SAPLMGMU_001. The problem is when i am not passing through Plant data\ stor.1 tab plant data is not passing to the exit i am using.
I need to update the custom table even when basic data is changed without changing plant. please suggest me how to achieve this.
You should better imagine SAP organizational structure to answer your own questuion. Company codes are subdivided into plants, plants can be assigned to one or more purchasing or sales organization. So plant division makes sense only while editing material's sales or purchasing master data. As Dirk fairly said, your plant details just shouldn't be normally passed to your user-exit in case you don't open sales or purchasing views in MM02. And if you do, MARC-WERKS is perfectly populated
I'm not sure if the title is a proper descriptor of what I'm trying to achieve here, hopefully it's close enough. I'm not a SharePoint expert, but I'm comfortable with creating forms and workflows as necessary to get something like this to work.
Basically, I need to have two separate SharePoint lists that are linked together, but one list needs to have row level security to hide data from other users that shouldn't see it. I need the column that is being linked to be an editable text box though, rather than a simple lookup field.
For example:
List A
Customer (text)
Description (text)
Sales People (person, multiple selections allowed)
Expenses (linked field)
List B
Customer (text)
Expenses (number)
Created by (just a reference that the sales people would actually "create" each row here)
Essentially, multiple people can be assigned to a customer in list a. The "sales people" are assigned by another user who actually creates the item for list a. I need to be able to have the people who are assigned as "sales people" to have a text box where they can enter their expenses, but on an individual basis, that would then be stored in list b with row level permissions to prevent them from seeing each others expenses totals.
List B would be able to show each sales person their full list of expenses across all the customers they are connected to, but not be able to see each others expenses. It's not a problem if the person creating the item for List A ends up with items in List B that are 0, but I need to be able to have the Expense field be an editable text box from a form that allows the sales people to enter their total expenses for that customer.
If I was building a custom application, this wouldn't be difficult to do, but I can't for the life of me figure out how to do this in SharePoint, or if it is even possible.
This is possible, but it will require custom development, using the SharePoint Object Model. Create your two lists and then you can either create a javascript/HTML based solution using libaries like jQuery and SPServices, or you can create a custom web part and use C# to update the lists. There's lot of examples out on the internet on how to do this. Write some code, and bring any problems you have with the code back to StackOverflow.