Dynamics CRM Online Field service

(0) Share

Report

Posted on by Community Member

I have a scenario where machines belonging to individual customers are all based under one site. The invoice may either go to the site owner or the customer themselves. Has anyone else come across this scenario, and what is the best way to handle it as a parent child relationship, ie Accounts/contacts, or maybe customer assets group within an individual location?

Thanks

*This post is locked for comments

All responses (2)

Answers (0)

Community Member on at

Like (0)

Report

RE: Dynamics CRM Online Field service

Hello

Our company Tenfold supports integration with MS Dynamics. Our CTI solution offers various functions to help you automate your sales call workflow like click to dial, call logging, easy task creation, among others. You can read more about the benefits of a Tenfold integration here:www.tenfold.com/.../dynamics
Suggested answer

Neil Parkhurst 10,727 User Group Leader on at

Like (1)

Report

RE: Dynamics CRM Online Field service

Each service account has a billing account, meaning work orders will default to being invoiced to the billing account. You can also change the billing account on a work order, if you need some work orders to be billed differently.