This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
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Team planning with MS Dynamics CRM
Project duration: 1 month
Brief description
The membership of a field service team changes regularly. Therefore, the teams are populated promptly before the assignment. The planning of field service assignments is simplified by the replacement of an Excel processing for responsible persons. Responsible persons can now create teams to which assignments are assigned. Employees are then subsequently assigned to a team for a certain period of time via a drag-and-drop interface. After saving, the orders are then inherited by the employees and they receive their personal booking in the calendar.
Supplement
The planning of the field staff is performed in the FieldSevice module of MS Dynamics. Here, the customer wants a planning option via DragAndDrop. This is implemented using PCF Control.
Subject description
The planning of the field staff is performed in the FieldSevice module of MS Dynamics. Here, the customer wants a planning option via DragAndDrop. This is implemented using PCF Control.
IT project data
- Industries energy
- Specialist tasks energy supply, order processing
- DP tasks standard software expansion
- System environments standard software: CRM systems
- Procedure model Scrum
- Programming languages React, TypeScript
- Standard software and BI Microsoft Dynamics CRM
Project period26.09.2022 - 27.10.2022
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