in your Microsoft Dynamics 365Project Management

Project Management

ton

nd data base

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Project PlanningProject Generation

Resource Management

Project Management

Multi-Project and Program Management

Time & Work Entry

Document Management

Travel Management

Cost Management

Reporting System

ERP Integration

Mobile Extensions (Windows Phone, Blackberry, iPhone)

Billing & Invoicing

Project Planning

Generate and structure your projects directly in Mi-crosoft CRM with the 4th module. Generate new projects manually, from templates or import them from Microsoft Project. Stages, sub-pro-

the work breakdown structure (WBS) and arranged in any depth required. Project structure and logical correlations are visulized in Gantt.

Generation and Structuring of New Projects

Project Generation from TemplatesThe functionalities for project templates enable creating complete project processes as templates and, hence, the generation of new projects based on these templates. The due dates for all elements (stages, milestones, work packages through to dates and tasks) will be calculated and assigned on the basis of the given start date.You can use individual stages, subprojects and work packages from templates as standardized elements for individual projects.

The Planning Table allows for allocating resources

be done directly to an individual or to a resource group.

Resource Planning

to insure proper resource selection.

Resource Management

If necessary, work packages can always be realigned to resour-ces in the course of the ongo-ing project. Spontaneous changes on demand triggered by e.g. sick-leave or changesof project dates can easily and quickly be implemented with Dynamics Project Management.It takes only a few clicks to reorganize the project. The schedules of the involved team members are immediately updated by the system.

Resource Management during the Project Implementation

Cross-Company Resource Utilization

chart shows the correlations between periods of imple-mentation, while individual view settings enable you to assess project viability.

Budgeting, Controlling and Mobility

Dynamics Project Manage-

possibilities for project control and analysis. Reports are available any time. A dashboard with a number of micro reports supplies a daily overview within seconds.Additional reports make relevant details transparent. All Reports & Dashboards are customizable to you or your implementation

Cost Management / Reports / Dashboards

The 4th Module supports budgeting and cost control-ling on all levels. During the ongoing project, the costs are monitored continuously. In case of budget amend-ments, the original values remain available for post calculation.

Cost Planning and Budgeting

Travel Management enables the planning, organization and settlement of travels within Microsoft CRM. The integrated receipts management function facilitates travel expenses settlement for employees and custo-mers, and also includes a per-diem-expense-report function.

Travel Management in Microsoft CRM

Use Dynamics Project Management functionality ‘on the go’ via smartphone, tablet, surface and ultrabook. Windows Mobile, Android, Blackberry and Apple iOS are supported. Users can enter

information and can react at any time.

Mobile Extensions

Timesheets, Billing and Invoicing

TimesheetsTimesheets are automatically generated at the push of a button.

Settlement of Customer Orders, Employee Accounts and External Service Providers AccountsThe Dynamics Project Management Revenue Reporting feature enables you to settle performances rendered by the

is supported. In case of time & material, all revenues logged can conveniently be edited via a single screen mask and revenues billable are marked.

ERP IntergrationThe 4th Module is all set for the exchange of billing-relevant data through standardized interfaces for Dynamics GP, SAP and Dynamics® AX. Alternatively you can directlycreate and print invoices from CRM with the billing feature.

Billing and Invoicing

Dynamics Project Management provides various possibilities for time entry with a focus

They can choose from

entry options.

Time & Work Entry

1. Outlook

Employee Self Service2.Fast Time Entry3.

CRM Activities4.Mobile Apps5.

Project Managementin your Microsoft Dynamics 365

Licensing

Installation

Live Presentation

Managed Trial

Validation Workshops

Training

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tion in

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Companies using Dynamics Project Management also use: