Customer Invoices in Dynamics 365 CE/CRM

In this Community Summit North America 2022 moment, John Annunziato, Director, Project Operations Lead, RSM US LLP, describes the invoice process in Dynamics 365 CE/CRM.

Highlights

00:08 – Annunziato describes the various tasks and work orders that occur during a job done in the field as it relates to time and expenses.

00:42 – All of the project expenses being in a centralized database make it much more efficient to generate accruing billing orders – Dynamics 365 CE/CRM has one centralized location that generates a customer invoice and sends it over to them.

01:21 – Dynamics 365 CE/CRM for Field Service offers customers insights into the project – from the equipment used, to the field technicians, and all of the in-between supporting data.