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TSheets Integration for Dynamics SL

TSheets Integration for Dynamics SL

 

Catalina creates seamless integration with TSheets and Dynamics SL.  This removes the tedious re-keying of data that introduces costly errors and additional resources.  The key Integration points are:

  • Synchronize Projects and Tasks between Dynamics SL and TSheets
  • Synchronize Employees between Dynamics SL and TSheets
  • Synchronize timecard entries between Dynamics SL and TSheets

This allows you to use a best of breed time tracking and approval software like TSheets.  And then be able to synchronize time back into Dynamics SL so that you can pay your employees and bill your customers.

Send Pictures and Locations to Dynamics SL through SMS Texts

Send Pictures and Locations to Dynamics SL through SMS Texts

You can allow your field service and sales people send pictures, updates, and even location to Dynamics SL service module with SMS text messaging.  No app needed and any phone will work (even a flip phone)!

Some of SMS Central’s features:

  1. Catalina’s SMS Central allows a field person to update status of a field service call by just sending an SMS text message (no app needed) on any phone.
  2. Take pictures from your phone and auto-attach to a service call in Dynamics SL.
  3. Catalina’s SMS Central can capture the GPS coordinates of the picture and plot it on a map.
  4. SMS Central can forward pictures to your customer for them to reply to, for proof of work.
  5. Catalina’s portal allows easy viewing of history using any web browser.

Catalina Portal for Viewing Messaging History

Images are not only stored as attachments in Dynamics SL, but also captured in a web based portal accessible by any modern browser.  The Catalina portal can also pin the locations of the photos on a map as well as display Dynamics SL data for quick access of the Service Call information.

smsCentral

 

Catalina still doing DSLUG Deep Dive ONLINE since Irma is keeping us out of Tampa

DSLUGCatalinaDeepDive2

Hurricane Irma may have put a damper on things for the DSLUG conference in Tampa.  But Catalina is still going to do their Deep Dive presentation ONLINE.

 

Since many of you cleared your schedules during the week of the 12th, for the conference, we are going to do our Deep Dive as planned (but Online).

Join us for our ONLINE Deep Dive on Sep 12, 2017 at 3:30 PM EDT.

Register now for free!

https://attendee.gotowebinar.com/register/3306754117949755393

After registering, you will receive a confirmation email containing information about joining the webinar.

View System Requirements

Deep dive on Integrating SL with CRM, Ecommerce, Helpdesk, Time Card Entry, IoT (Internet of Things) integration with Dynamics and other systems, online billing portal for your customers, and more.

Catalina’s Online Bill Payment allows you to get paid quicker by your customers, allowing them to login to a portal and pay their invoices.  There is also auto-pay, which will automatically pay invoices, as they are generated.  All of this using a PCI compliant secure system that minimizes your risk since you never handle credit card information.

Showing our IOT integration to Dynamics and other systems

Many of you may already have (or thinking about) an IOT (internet of things) initiative.  Catalina will be showing our latest customizable IOT devices and how you can monitor your equipment, properties, construction sites, etc.  (or your customer’s), and then automatically route data to your CRM, field service, dispatch, or other systems to take action or store auditing data for reports and more.

Integrate to existing proven solutions!

Learn how to get quicker return on investment by enabling Dynamics SL to integrate to existing proven solutions like: Salesforce.com, Dynamics CRM, Zendesk, and more for your CRM, Helpdesk, Time Card Entry, Ecommerce, etc.

More Information:  http://www.catalinatechnology.com/?CTAPI

Integrate to existing Solutions

  • Salesforce.com
  • Dynamics CRM
  • Shopify
  • Magento
  • Zendesk
  • Service Max
  • IoT: send Internet of Things data to Dynamics SL
  • Azure message, event, and IoT hubs
  • More: Our customers have used our API for integrating many other systems

Dynamics SL Modules

  • Sales Orders
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • PO/PO Receipt
  • Shippers
  • Inventory
  • Service Module
  • Project Controller
  • Custom: We are always building new and custom integrations to SL

 

Catalina Technology is a proud sponsor of the Dynamics SL User Group Conference 2017

slugSig

Catalina Technology is a proud sponsor of the Dynamics SL User Group again this year.  Visit us at booth #18.

Deep dive on Integrating SL with CRM, Ecommerce, Helpdesk, Time Card Entry, and IoT (Internet of Things). 

Come visit our deep dive on Tuesday, September 12th at 3:30PM. 

Catalina’s Online Bill Payment allows you to get paid quicker by your customers, allowing them to login to a portal and pay their invoices.  There is also auto-pay, which will automatically pay invoices, as they are generated.  All of this using a PCI compliant secure system that minimizes your risk since you never handle credit card information.

Showing our IOT integration to Dynamics and other systems

Many of you may already have (or thinking about) an IOT (internet of things) initiative.  Catalina will be showing our latest customizable IOT devices and how you can monitor your equipment, properties, construction sites, etc.  (or your customer’s), and then automatically route data to your CRM, field service, dispatch, or other systems to take action or store auditing data for reports and more.

Integrate to existing proven solutions using Catalina’s API for Dynamics SL!

Learn how to get quicker return on investment by enabling Dynamics SL to integrate to existing proven solutions like: Salesforce.com, Dynamics CRM, Zendesk, and more for your CRM, Helpdesk, Time Card Entry, Ecommerce, etc.

 

More Information:  http://www.catalinatechnology.com/?CTAPI

 

Integrate to existing Solutions

  • Salesforce.com
  • Dynamics CRM
  • Shopify
  • Magento
  • Zendesk
  • Service Max
  • IoT: send Internet of Things data to Dynamics SL
  • Azure message, event, and IoT hubs
  • More: Our customers have used our API for integrating many other systems
Dynamics SL Modules

  • Sales Orders
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • PO/PO Receipt
  • Shippers
  • Inventory
  • Service Module
  • Project Controller
  • Custom: We are always building new and custom integrations to SL
Catalina’s IOT Integration with Dynamics and Other Systems

Catalina’s IOT Integration with Dynamics and Other Systems

Integrating IOT to your Dynamics ERP, Dispatch, Service, CRM or other system allows you to act quicker to your customer’s service needs

formfactor

Cloud Enabled Solutions

Devices communicate through gateways to the cloud and routed to your ERP, CRM, Dispatch, Helpdesk, or other system

Custom Form Factor Devices

Sensors and actuators can be customized to fit your requirements!

  • Encryption to maintain integrity
  • Low power options
  • Integrate to your existing systems
  • Manage security centrally
  • Bidirectional communication between device and cloud
  • Bridge local (and/or disconnected systems) via gateways
  • Support for many transports (cellular, WiFi, 3G, Sigfox, etc.)

HVAC • Facilities Management • Construction

Service • Energy • Asset/Vehicle Monitoring

Agriculture