Hello Everyone,
I'm trying to implement a time and attendance tracking entity in CRM Dynamics 365.Can you please provide any idea how to do it in Microsoft dynamics CRM. Every Month , I need get to TimeCard of each employee including how many hours worked each day, how many absent, Vacation info, late arrivals etc.
At present, timesheets for staff in the company are recorded on Excel spreadsheets, which are then collated by admin staff who then track work activity hours against individual project spreadsheets - as you can imagine, this is an incredibly laborious and time-consuming task.
So, we decided to convert into CRM, to something that replace timecards but don’t yet have a clear idea on how it’d look and I want to be sure that we don’t duplicate any existing functionality, or create more work for ourselves, so I’m looking for a way to leverage existing activities where possible.
Started with
In my custom entity, create below listed fields.
1. Employee Contact Look Up
2. Attendance Status (Present / Absent )
3. Mark In Type (Default / Custom)
4. Mark In Date/Time (Default Mark In)
5. Mark Out Type (Default / Custom)
6. Mark Out Date/Time (Default Mark Out)
7. Total hours
Export data template and start importing data in it...
Can anyone guide me after this?
