Hello all, advice welcome please.
CRM 2016 on prem 8.2. We are based in Manchester, UK. We are a B2B professional services company in the financial services sector. 70 staff members (70 CRM users).
For the last 5 weeks I've been trying to engage a partner to assist with an urgent project to improve our service scheduling.
We use service activities to schedule out resources (system users in CRM) to deliver services at our clients (account in CRM). Services scheduled need to be reconciled back to the client's contract and contract line in the CRM. We have a custom entity to house the scheduled service, linking to the service activity, contract line & account. SSRS report is used to display the schedule and availability.
I've been passed on to numerous Microsoft partners who have all basically said it's the cloud or nothing. You're on your own son.
I appreciate that in the next 24-36 months we may need to move to Dynamics 365 cloud but at this very moment it is not an option. I have an immediate requirement to solve our scheduling issue (within next 2 months), we are on prem so can anybody help?
First off, a few things:
My options as I see them:
Any advice, answer or input is most welcome, but without wanting to appear rude please do not reply if you think I should migrate to the cloud. That is not the solution to my immediate requirement.Many thanks in advance,Paul.