{"id":477,"date":"2022-09-26T15:21:43","date_gmt":"2022-09-26T21:21:43","guid":{"rendered":"https:\/\/fbedolla.com\/?p=477"},"modified":"2023-06-22T19:29:18","modified_gmt":"2023-06-23T01:29:18","slug":"integrar-proyectos-con-proceso-crm-en-business-central","status":"publish","type":"post","link":"https:\/\/fbedolla.com\/index.php\/2022\/09\/26\/integrar-proyectos-con-proceso-crm-en-business-central\/","title":{"rendered":"Integrar Proyectos con proceso CRM en Business Central"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/youtu.be\/G_rcS-qmTW0\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/JobToQuote-1024x576.jpg\" alt=\"\" class=\"wp-image-478\" srcset=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/JobToQuote-1024x576.jpg 1024w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/JobToQuote-300x169.jpg 300w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/JobToQuote-768x432.jpg 768w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/JobToQuote-816x459.jpg 816w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/JobToQuote.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption><a href=\"https:\/\/youtu.be\/G_rcS-qmTW0\">https:\/\/youtu.be\/G_rcS-qmTW0<\/a><\/figcaption><\/figure>\n\n\n\n<p>Como puse en un post <a href=\"https:\/\/fbedolla.com\/index.php\/2022\/09\/23\/add-job-dimension\/\" target=\"_blank\" rel=\"noopener\">anterior<\/a>, Microsoft a veces no es muy proclive a agregar funcionalidad al sistema, en la siguiente idea se solicita la integraci\u00f3n al proceso de oportunidades:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"988\" height=\"837\" src=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-34.png\" alt=\"\" class=\"wp-image-479\" srcset=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-34.png 988w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-34-300x254.png 300w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-34-768x651.png 768w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-34-816x691.png 816w\" sizes=\"auto, (max-width: 988px) 100vw, 988px\" \/><\/figure>\n\n\n\n<p>Aqu\u00ed podemos ver 3 ideas donde una permite incluso mostrar el IVA cosa que no tiene la cotizaci\u00f3n de proyectos.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"970\" src=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-35.png\" alt=\"\" class=\"wp-image-480\" srcset=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-35.png 1017w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-35-300x286.png 300w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-35-768x733.png 768w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-35-816x778.png 816w\" sizes=\"auto, (max-width: 1017px) 100vw, 1017px\" \/><\/figure>\n\n\n\n<p>En esta tenemos la solicitud de enviar la informaci\u00f3n desde la l\u00edneas de planificaci\u00f3n cotizaci\u00f3n<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"963\" height=\"962\" src=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36.png\" alt=\"\" class=\"wp-image-481\" srcset=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36.png 963w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-300x300.png 300w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-150x150.png 150w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-768x767.png 768w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-450x450.png 450w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-600x600.png 600w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-88x88.png 88w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-36-816x815.png 816w\" sizes=\"auto, (max-width: 963px) 100vw, 963px\" \/><\/figure>\n\n\n\n<p>Bien, pues en el video demuestro la funcionalidad solicitada en las ideas anteriores la cual puede ayudar a las empresas que est\u00e1n orientadas a vender proyectos tanto de servicios como los que incluyen productos.<\/p>\n\n\n\n<p>Un pain muy importante de estas empresas es que cuando crean un proyecto para cotizarlo en Business Central, no pueden tener versiones lo que implica que se creen proyectos por cada cambio y al llegar a la versi\u00f3n final, tenemos muchas previas que, o se eliminan perdiendo as\u00ed todos los escenarios previos o se dejan ah\u00ed causando que exista mucha informaci\u00f3n para el o los usuarios.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-37-1024x483.png\" alt=\"\" class=\"wp-image-482\" srcset=\"https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-37-1024x483.png 1024w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-37-300x141.png 300w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-37-768x362.png 768w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-37-816x385.png 816w, https:\/\/fbedolla.com\/wp-content\/uploads\/2022\/09\/image-37.png 1337w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Como puse en un post anterior, Microsoft a veces no es muy proclive a agregar funcionalidad al sistema, en la siguiente idea se solicita la integraci\u00f3n al proceso de oportunidades: Aqu\u00ed podemos ver 3 ideas donde una permite incluso mostrar el IVA cosa que no tiene la cotizaci\u00f3n de proyectos. En esta tenemos la solicitud [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[8],"tags":[11],"class_list":["post-477","post","type-post","status-publish","format-standard","hentry","category-extensions","tag-cotizacion-proyectos"],"aioseo_notices":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/posts\/477","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/comments?post=477"}],"version-history":[{"count":2,"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/posts\/477\/revisions"}],"predecessor-version":[{"id":604,"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/posts\/477\/revisions\/604"}],"wp:attachment":[{"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/media?parent=477"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/categories?post=477"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fbedolla.com\/index.php\/wp-json\/wp\/v2\/tags?post=477"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}