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 The Pre-Bill Editor allows easily managed overview of billing to clients through invoices and statements of billed time. Strong controls on an easy UI.
Activity sets, or projects/processes saved as Activity Templates capturing repetitive projects at the Activity, Stage, or complete Project level.
Execute a set series of Activities for a single CRM Product referenced Template in order management. Real-time status of resources is available.
For customer satisfaction and continuous improvement, staff comments, billing notes, non-bill time in CRM Activities is collected to trigger workflows.
Finally performing basic accounting for billing, payments, retainers, and balances, and performing statement generation on-demand or as scheduled. |
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Flexible components are added to CRM as a Managed Solution self-install that builds end-to-end functionality along a best-practice capable business process for time and billing in what most people are already doing in CRM.
Looking at this solution diagram the 4 sections of the Time and Billing CRM process illustrate the new tools that are added to Microsoft CRM Online or Premise that enhance existing CRM Activities across your business functions. Accurate Resource controls and task or multi-task project standard setting benefit across the business from order processing, to service delivery from the same Activities you probably perform now. Innovative and flexible time and data collection tools, operations and Account management controls, and accurate automatic billing statement production are natural extensions to the CRM Activities used or needed in your business today. |
| Time and Billing gives you a simple efficient way to track and bill time. |
| Resource Costing and Revenue Flexibility make Billing Easy |
| Build Resources from CRM Users or Contacts with costs, revenue basis, skills. |
 Accurate costing, revenue projections, and resource matching across all the Activities you want to bill and cost control in your business.
Your CRM Users for Internal Resources and Contacts for your External Resources.
Resources have skill Level matching Fast load utility from your CRM Users.
Now your Resources used in CRM Activities generate cost and revenue as you use CRM Web, Outlook, or Mobile and managing billing is practically automatic. |
| Time and Billing Enhances CRM Activities with Process Tools |
Once Resources are set-up to handle finances and resource talent, Activity Templates track time and serve as the “To Do” function fully contained to tell Resources what in detail, to do, when, where, with whom, and with added business process controls to easily accurately collect your business Activity data. All standard CRM Activities have the controls optimized for the type of Activity and are a flexible set of tools to apply to your Dynamics CRM business processes.
 Billing Information: Selecting from the Account revenue settings and Product pricing.
Resource Control List: Manage who can post, and control and reference lots of diverse Resources in a single long-running Appointment or Task.
Template Instructions Assurance: Collecting Activities you are doing and saving to Templates creates processes for your business.
Real-Time Status Posting: Now CRM can show you what all your Resources are doing Live.
Unlimited Multi-Posting Entry: Any controlled resource can post as often as they wish, starting stopping, break time, and non-bill time.
Real-Time Digital Time Tracking: ActivityTimer Digital time controller allows manual, fixed, controlled time automatically.
Continuous Business Improvement: Internal engagement notes and Ratings to drive Issues and Minutes and Risk Analysis. And automatic web survey email can be triggered as kept at the Template.
Innovative Process Tools that Assure You Collect all the Right Data - Real-Time! |
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 Starting with above best practice repeatability in Activities for who, what, cost and revenue, must be tracked as exact as you want you’re billing to be. “Time is Money”. Time collection tools that are both intuitive and simply while assuring accuracy in collecting every billable resource Activity moment boosts revenue.
 All Activities either real-time posted in live-time Activities, or as Activities’ Start/Stop. ActivityTimer available in all Activities tracks actual durations OR set fixed Rate time from certain Activities, i.e. Template Emails.
Time Post is a dedicated User or Admin Activity Post screen readily available on the CRM Ribbon for all Client types and allows easy posting of all status information you track |
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Once Resources are set-up to handle finances and resource talent, Activity Templates track time and serve as the “To Do” function fully contained to tell Resources what in detail, to do, when, where, with whom, and with added business process controls to easily accurately collect your business Activity data. All standard CRM Activities have the controls optimized for the type of Activity and are a flexible set of tools to apply to your Dynamics CRM business processes.
- illing Information: Selecting from the Account revenue settings and Product pricing.
- Resource Control List: Manage who can post, and control and reference lots of diverse Resources in a single long-running Appointment or Task.
- Template Instructions Assurance: Collecting Activities you are doing and saving to Templates creates processes for your business.
- Real-Time Status Posting: Now CRM can show you what all your Resources are doing Live.
- Unlimited Multi-Posting Entry: Any controlled resource can post as often as they wish, starting stopping, break time, and non-bill time.
- Real-Time Digital Time Tracking: ActivityTimer Digital time controller allows manual, fixed, controlled time automatically.
- Continuous Business Improvement: Internal engagement notes and Ratings to drive Issues and Minutes and Risk Analysis. And automatic web survey email can be triggered as kept at the Template.
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| Innovative Process Tools that Assure You Collect all the Right Data - Real-Time! |
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 The “Pre-Bill-Editor” allows you to edit any Activity field in any service engagement. Default view in chronological order to review, edit, release, delete, or hold any line items of resource activity billings. View Specifics across all projects, tasks, Activities - in any and all Activity Types, over any period from a handy, powerful, final approval in Account billing control. Security controlled. |
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 Account billing information fields add Amounts for Un-billed, Un-paid, Retainer, and Billed-to date total for Account and dates for Last Billing, Next Billing, as well as Billing Days Frequency increment to automatically bill. Tie in credit card processing. |
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- Time and Billing gives you a simple efficient way to track and bill time and manage your client billing process.
- Time and Billing shows your billable and categorized non-billable hours mix for internal analysis or presentation to your clients.
- Visibility into total staff time expenditures allows maximizing your revenues while highlighting personnel and individual project issues.
- Flexible bill rate and resource cost application supports varied rate structures and business models within a single organization to support your activities for different clients and markets.
- Time & Billing CRM integrates the business mission of tracking, pricing, and costing all resource time simply within the processes extended from the client interactions you now track in your Customer Relationship management from calls, emails, appointments, etc. to assure efficiency and staff coordination.
- Time and Billing CRM takes advantage of the Quote, Order, and Invoice solution you own in Dynamics CRM and implements accounting functionality through the billing process reducing the needs of an accounting solution double entry reducing accounting work to periodic journal entries.
- The Statement Generator and optional Pre-Bill editor allows for a simpler process to assure accuracy and timeliness of client billings.
- Client services Retainer management performs the critical function within the visibility of the CRM already in use in client relations and services delivery.
- The flexibility of ActivityTimer within Time and Billing CRM assures that set amounts are applied to batched processes like
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 Visual Project Scheduling and its expanding functional options are products integrated to a family of enterprise Microsoft CRM solution building blocks under the “SMB Custom Enterprise” (SMB) banner. SMB Custom is just that – All the building blocks to configure a complete enterprise solution fit to your business, scalable for growth. The entire solution family can be seen in the “ConsultPro” professional services practice management solution. The SMB and ConsultPro are solutions of MTC. MTC is the leader in efficient global CRM engineering for low- cost, fixed-rate Online and 24/5 live product support. MTC can configure product components, customize product functionality. Have MTC add workflow and scripting automation for you. We provide data migration, and configuration services.
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Solution Name |
Included Functionality |
Premise
Purchase *Per User |
Online
Monthly *Per User |
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Time and Billing Core |
All standard dynamics CRM functionality customized to the ConsultPro functionality |
99.00 |
7.00 |
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ActivityTimer |
** |
49.00 |
3.00 |
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Continuous Business Improvement |
** enhance modules purchased. |
35.00 |
2.00 |
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Visual Exchange Sync |
** to clients including the enhance modules purchased. |
15.00 |
1.00 |
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Your Forms Package |
** to clients including the enhance modules purchased. |
199.Flat |
199.Flat |
Complete Solution |
Includes all of the above per user functionality plus the flat options customer web portal, partner web portal, and QuickBooks integration. Phones NOT |
200.00 |
15.00 |
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Visual Live Status Activity Starter Kit |
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Flat Fee
750.00 |
Flat Monthly 20.00 |
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*All prices are in US Dollars. Prices are per user unless otherwise specified and are matched by the solution to the number of Microsoft Dynamics CRM
users. Web Portals require the additional one-time purchase of the Microsoft Dynamics CRM External Connector License.
Volume discounts are available at the time of initial purchase only and in accordance to the following schedule:
50 to 99 users provides a 5% per user price discount 250 to 499 users provides a 20% per user price discount 1000 + users provides a 40% per user price discount.
50 to 99 users provides a 5% per user price discount 250 to 499 users provides a 20% per user price discount 1000 + users provides a 40% per user price discount.
Maintenance and Support: 12 Months unlimited technical support and ongoing upgrades and solution enhancements are included with
initial purchase. Annual maintenance and support thereafter is 15%. Upgrade from Dynamics CRM 4.0 to CRM 2011 is covered only
for software delivery. Any required installation, configuration, or training in conjunction with a version upgrade is not included in
maintenance and the support agreement.
Licensed issued by Organization to match number of CRM Users. 1st year maintenance is always included.
Free email-based or $50.00 Live Web Installation and Use Support or just about any customization. |
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Time and Billing for Microsoft Dynamics CRM Online or Premise is a flexible enhancement set that starts by dollarizing organizational resources – CRM Users and Contact, their cost and a sell amount, flexibly tracking time as cost and revenue accumulated in all your Resources’ CRM Activities, managed by intuitive time collection tools.
DownLoads:
See Also:
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Business Benefits:
- Time and Billing gives you a simple efficient way to track and bill time and manage your client billing process.
- Time and Billing shows your billable and categorized non-billable hours mix for internal analysis or presentation to your clients.
- Visibility into total staff time expenditures allows maximizing your revenues while highlighting personnel and individual project issues.
- Flexible bill rate and resource cost application supports varied rate structures and business models within a single organization to support your activities for different clients and markets.
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