Charge for professional services as a Product, or other means?

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Posted on by BrianMUk

Hi,

I'm new to Dynamics 365. I've figured out how to do quotes based on products and to generate word documents to send the quote to the customer. I am wondering whether a quote for professional services, e.g. a consultant at a daily rate is best entered as a product, or should it be entered via Project Service and Resources. I eventually want to convert the quote to an order and eventually a project and to do timesheets against the project. I'm happy to do the required reading, just wondering whether someone can give me a few tips and also point to some good relevant reading.

Regards,

Brian

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MSCRM Guru 600 on at

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Hi,

There is no real right or wrong way on this one. We usually recommend have a product in there that you use consistently for the quote and maybe even order/invoice, but you re-enter and provide more details when doing the Project and capturing timesheets.

For example, lets say Datacorp wants 10 days of prof services from you. You provide a quote with the standard Daily Rate Consulting product, with the standard price and a quantity of 10. After the quote is accepted, you create the project with the needed tasks and timesheet codes, because those 10 days actually have 3 different tasks in them to track time against.

Hopefully this makes sense... what we like to do is keep it highlevel at first (just use a product), and then get into the details later (project, tasks, timesheets, etc.)

Good luck!

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BrianMUk 80 on at

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Thanks MSCRM Guru that's helping steer me back to the simple path, which is always good!

Do you have any tips on how to get a little bit of detail on to the high level quote? I'm trying to show three bullet points regarding what the quote covers.

When I try enter the detail as line items and use my standard product, there doesn't seem to be any opportunity to add some quote line-specific details.

If instead I add my details into the quote description field that's fine, except the Word template only seems to support plain text so the description text all ends up bunched on one line.

Again, any tips or insight much appreciated!

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MSCRM Guru 600 on at

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Hey Brian,

The out of the box template is a limited in a few ways and you've uncovered several of those limitation. One way to get around this is to use Write-In products, where you specify the name of the product and short description on each quote and that will be used when populating the word template. You will potentially lose some reporting capability if you constantly use write-in products rather than associating to real products.

If you're looking to extend the word template / export to document capabilities, you should look at a third party product like XperiDo or DocumentsCorePack.

Good luck.

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