CRM-Project

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The 4th Module in Microsoft Dynamics CRM

CRM-Project is the 4th Module for professional Project Management in Microsoft Dynamics CRM.

Project Planning with Gantt Chart, Time & Work Entry, Resource Management, Project Billing by Timesheets and Mobile Apps are covered by the complete solution.

Microsoft Dynamics CRM Integrated

CRM-Project is fully integrated in Microsoft Dynamics CRM. It is multilingual and is available for offline use.

All existing information from the Microsoft Dynamics CRM contact management, as well as the sales, marketing and service modules (sales opportunities, orders, campaigns, tickets etc.), can be used in or linked to CRM-Project. Cross-departmental work is available ‘out of the box’.

Screen Gallery Highlights

Function Overview

The following functions are covered by the 4th Module:

Purchase or Subscribe

There are three purchase options for CRM-Project to choose from:

  • Buying directly from the manufacturer
  • Subscribe to Microsoft Dynamics CRM Online in the Cloud, from the manufacturer
  • Subscribe through a certified hosting company

Talk to us, we are happy to help you to find the right option.

Languages

The core functions of CRM-Project are available in the following languages:

English, German, Spanish, French, Russian, Dutch, Portuguese, Chinese, Czech, Danish, Norsk

Each user has the ability to select their own language preference.

Implementation

To get the most benefit out of it, the software should be adapted to your processes.
We will gladly support you with matching service packages.

Description

CRM-Project is the 4th Module for Microsoft Dynamics CRM. The solution covers all functions for professional Project Management from Project Planning with Gantt, Time and Work Entry and Resource Management to Project Billing by time sheets up to mobile apps.

CRM-Project is fully integrated in Microsoft CRM. It is multilingual and is available for offline use.

All existing information from the Microsoft CRM contact management as well as the sales, marketing and service modules (sales opportunities, orders, campaigns, tickets etc.) can be used in or linked to CRM-Project. Cross-departmental work is available ‘out of the box’.

The following functions are covered in the 4th Module:

  • Project Planning with Gantt
    Create projects directly in CRM, generate them from templates or import them from Microsoft Project; organize phases, sub-projects, milestones and work packages in the Work Breakdown Structure and in Gantt.
  • Resource management
    Manage internal and external staff, equipment, vehicles, and rooms (etc.). Employee availability and workloads are always up-to-date and transparent.
  • Project management and control
    You're always able to target deviations in project processes. You can directly re-organize resources losses or appointment delays, as well as process project related costs (such as personal, budget, material or travel costs). You can compare planned and actual values, on all levels. Project management is being able to proactively detect deviations in information.
  • Multi-project and program management
    Global resource availability; organization-wide Gantt chart, cross-project dependencies as well as forecasts of resource use.
  • Time and work entry
    Time entry for employees, work entry of external service providers, and managing material costs such as booking rooms and equipment.
  • Document management
    Documents are available on all project levels; check-in and check-out, versioning and subscriptions, and management of any file format (including e-documents).
  • Travel management
    Plan, organize and bill travel in Microsoft CRM; travel times and costs as well as receipt management and accessible expense calculator.
  • Dashboards and reports
    An extensive report library for planning, controlling and analyzing; a dashboard with various micro reports. All reports can be customized and extended.
  • Billing and invoicing
    Services in regard to billing customers, employees and external service providers; deposit, payment installments, at cost (time and material), timesheet, invoice printing or transfer to the financial accounting system.
  • Mobile apps
    Project management functionality ‘on the go’ for your mobile; available for smartphones, tablets or Ultrabooks. An app for Windows Mobile, Android, Blackberry, and for iOS iPhone. Campaign management for on the go, information available for offline use.
  • Office integration
    Import and export project plans from Microsoft Project; export project information to Excel, as PDF, Dynamic Excel Cubes and OLAP Cube (Online Analytical Process Cube). Also compatible for Microsoft Word integration.
  • ERP integration
    Exchange information with ERP systems; standard adapter for Navision, AX, GP, SAP, Quickbooks, and Datev, out of the box. Generic Adapter Scribe, BizTalk, Microsoft .NET, and CRM services are also compatible.

Note

Time tracking terminals, PCs, mobile technology such as Tablets or smartphones (e.g. iPhone) are not included in the software.

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