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
The following functions are covered by the 4th Module:
- Project Planning with Gantt
- Resource Management
- Project Management and Control
- Multi-Project Management
- Time & Work Entry
- Billing and Invoicing
- Document Management
- Expense and Travel Management
- Dashboards & Reports
- Mobile Apps
- Office Integration
- ERP Integration
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.
The core functions of CRM-Project are available in the following languages:
English, German, Spanish, French, Russian, Dutch, Portuguese, Chinese, Czech, Danish, Norse
Each user has the ability to select their own language preference.
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.
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.
Time tracking terminals, PCs, mobile technology such as Tablets or smartphones (e.g. iPhone) are not included in the software.