Our company is using Microsoft Dynamics GP and Microsoft Dynamics CRM; we currently have several open projects and are seeking someone proficient in dynamics technologies to assist us with:
Microsoft Dynamics GP Open Projects
1) Template design for Invoice (Short / Long Forms) and design of Statement, our requirement is pretty simple; we have a specific design (which is plain) for invoices and for statements to list multiple open items. We’d like to have the design made and defaulted so we can print invoices for single items and statements for multiple items.
2) Find the best practice of sending invoices, our agents need to be taught how to e-mail direct from GP invoices/statements to a customer, preferably from within GP or Outlook. What we’d really like is a way to automate weekly sending of invoices and statements, so the system will produce and send these to customers on its own.
3) Automatic insertion of invoices from a spreadsheet, we receive payments in bulk ACH and would like to upload these paid items into GP. Our Dynamics Connector integrates items from CRM to GP creating unposted invoices with a placeholder $ value until we are paid for the item, the spreadsheet of payments which we receive weekly we’d like to upload to GP (either backend in SQL by running a query or with a GUI) and have those unposted placeholder $ invoices get posted and paid with the correct dollar amount in the spreadsheet.
4) Automatic Voiding; we have a procedure which automatically grabs the reference number and inserts it into our SQL DB; we need a procedure or job which will check for newly entered records and void them automatically. The reason is we are notified by e-mail when something is voided, the e-mail in return creates a row in a table in the SQL server (same SQL server hosting GP). This line must be voided in GP.
Please read entirely and respond if you have previously worked on dynamics products (GP is mandatory).