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Microsoft Dynamics CRM (Archived)

Time Attendance Management

Posted on by Microsoft Employee

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?

*This post is locked for comments

  • RE: Time Attendance Management

    AFAIK, that's not available for on-prem.  If it is, MS makes it impossible to figure out how to get it because they assume everyone wants hosted.  Also, it seems you could just leverage the info that already exists in appointments and activities to accomplish this.  that might mitigate the need for any double-entry of some of the info above.

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Time Attendance Management

    The best solution is to use the Project Service Automation (PSA) inside of CRM.  It's already built into the module, so all you have to do is configure it.  

    www.microsoft.com/.../project-service-automation

    you might need to install the newest CRM patch (2016.2) for PSA.

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