CRM-Project The 4th Module. Benefits. Functions. Project Management in Microsoft Dynamics CRM. Microsoft Dynamics CRM

Transcription

1 Functions Project Generation Generation and structuring of projects directly within Microsoft CRM Import Projects from Microsoft Project Projects can be generated directly from Orders A ny depth and width of project tree for projects from small initiatives to largescale projects Comprehensive entry options for additional information such as risks and priorities Add Activities directly in the Gantt Chart Project Templates Generate recurring projects from templates within seconds Due dates of activities are automatically re-assigned Individual projects can benefit from standard template elements Templates can include any number of subprojects, stages, milestones, and work packages Template dates are automatically re-calculated and assigned based on the start date when new projects are generated Template generation and usage can be restricted by security via roles Structuring All elements can be moved easily in Gantt with Drag & Drop Generation of work breakdown structures (WBS) Gantt visualization of project structures User-defined combination and modification of project stages, subprojects and work packages Work, duration, cost, and revenue inherited throughout the project tree Structuring of pioneer projects, standardized projects as well as internal / external projects The predecessor and successor relationships can be defined with Drag & Drop Resource planning directly in Microsoft CRM Allocation of resources to project nodes Assignment of tasks to specific employees, departments and to external resources A ssigned work packages, appointments, etc. are shown directly on the employees calendars and on the work schedule Easy notification of all project team members Validation of planned vs. assigned man days Validation of resource availability vs. cross-company resource utilization Optional skills management (skills, experience, languages, etc.) Project Management Project Management based on the four dimensions Work, Cost, Duration, Revenues Various reports for project transparency Proactive mailing of notifications and status reports to selected users in case of deviations Re-planning of ongoing projects possible anytime Isolated assessment of projects available for individual parts Benefits Organization of all travel activities directly in Microsoft CRM All travels fully viewable in the Outlook calendar Receipts management including numbering for all standard types of receipts Integrated expense calculator in compliance with legal requirements Travel expenses reporting per employee for the Human Resource department Receipt logging and travel management also available Offline and as a Mobile solution Cost Management Active system support in Cost Management Cost Management for all types of cost on all levels Target / Actual comparisons available Proactive information by the system through workflows Dashboard with Cost Management reports and Excel export Costs can also be allocated to subprojects, project stages and work packages Reporting System Comprehensive report library Technical basis: SQL Server Reporting Services Reports for project managers, financial controlling, Human Resource and accounting Subscribe to reports as , PDF, Excel and HTML files Easy customization of all reports Work, time and cost can be analyzed separately Target / Actual comparisons available on all levels Project cost and revenue at a glance ERP Integration CRM-Project is all set for exchanging data with ERP systems Standard ERP adapters for SAP, Dynamics NAV, AX, GP, Datev and Quickbooks out of the box Compatible to generic adapters like BizTalk, Scribe, Webservices etc. Office Integration Import of Microsoft Project project plans Export of Project plans to Microsoft Project Static Excel export Export Dynamic Excel cubes and OLAP cubes Microsoft Word integration Mobile Extensions (Windows Phone, Blackberry, iphone) Compatible with all Mobile clients using the xrm standard Use your smartphone for time entry and travel management Information available to project managers via smartphone Billing & Invoicing Customer Accounts Settlement Multi-Project and Program Management Cross-company Gantt Cross-company resource utilization Views for day, month, quarter, year Various filter option (external / internal, etc.) Drill-down functionalities for more detailed analysis Portfolio display for project prioritization Project evaluation based on the criteria attractiveness and risk Support in organization of shared resources Management of work time models and absences (Leave, Sickness, Public holiday, Cross-company day off) as a fundament for resource planning Team Members can enter Effort To Complete (ETC) directly in the Fast Time Entry and all other Time Entry Options. Time entry directly in Outlook- no additional plug-ins needed. Fast Time Entry mask for very fast time entry Time entry directly in Microsoft Dynamics CRM via standard activities Mobile time entry with Windows Mobile, Android, Blackberry or iphone or ipad A remaining effort calculation possible with every entry All time entry options can be used in any combination Document Management Document Management directly within Microsoft CRM Checking documents In and Out Version Management and archiving Workflows for showing editing processes No additional license costs for using SharePoint services Travel Management Easy billing of project revenue Integrated screens for preparation, reporting and settlement Clear review of all revenues before reporting Partial settlement of projects Settlement at fixed prices, based on time & material, and as a combination of the two options Adaptation of revenue reports based on parameters Distinction between work and work billable Automatic generation of timesheets and invoices Consistent integration in Microsoft CRM pricing and order management Travel expense reporting Employee Accounts Settlement Employee performance record Settlement of travel expenses External Service Provider s Accounts Settlement External resource reporting e.g. freelancers Management of performance periods for financial accounting Invoicing Invoice print-out directly in CRM Distinction between intercompany invoices and external invoices Licensing The 4th Module CRM-Project is licensed per user. In each case, however, you will only license the number of users who actually use the corresponding function. Hosting and CRM online customers can also rent CRM-Project and license it at a monthly rate. Project Management in Microsoft Dynamics CRM Installation CRM-Project does not require installation of any kind on your CRM server, or on the workstations and notebooks within your organization. The solution is simply imported into your CRM system. This only takes a few minutes. Only the Windows updates need to be up-to-date there. Your Contact Management Benefits Microsoft Dynamics CRM Live Presentation Would you like to learn more about the scope of functions of CRM-Project in the course of a presentation? We bring live consultation to your screen via the internet! Alternatively we can meet for a personal presentation on site. Just consult your contact person. Sales Marketing Service Project Managed Trial Don t waste time by stumbling around the solution on your own. In a managed trial we will guide you through your first steps in an xrm1 Business Solution. Get to know the functions most important to you together with an experienced consultant. CRM-Project is the 4th Module for Microsoft CRM. Validation Workshops We offer Validation Workshops to help you gain confidence with your decision. Together, we will validate your individual requirements against the functionalities of the 4th Module, so that you can gauge the benefits of the 4th Module for your company. Manufacturer Information Training The usage and customizing of CRM-Project are exactly the same as those of the other three modules of Microsoft Dynamics CRM. Thus, training effort is low. For further information on available training options, please get in touch with your contact. Companies using also use: Idea Management xrm1 Idea Management is a professional solution for business related suggestions in Microsoft CRM. The solution supports the complete Idea Management process. Ideas can be submitted directly in Outlook, in Microsoft CRM and mobile via smartphone or ipad. Submitting an idea Evaluating an idea Organizing implementation of an idea Remuneration Monitoring success The solution covers all functions for professional project management ranging from project planning, coordination, time recording and resource management through Business Solutions for Microsoft CRM Project Management Benefits Effective management Real-time information of current projects and the global resource utilization facilitate your project management Access to global resource utilization Your access to the global resource utilization improves project planning Short implementation period The 4th Module is highly integrated into an already familiar CRM interface, reducing the time to implement project management into your company to only a few weeks Easier data management Your existing CRM already provides relevant information Overview of project cost and revenue at anytime CRM-Project provides real-time information and reports relevant to projects Don t give anything away! Simple activity recording for employees leads to significantly more accurate & higher billable turnover Support through template functionality Planning efforts are reduced Fast generation of Invoices Timesheets for customers are printed at the push of a button Safer management A number of overviews about Target, Actual, Schedule help you focus on critical project areas Cost-effective overall solution Fully integrated CRM platform reduces number of isolated IT applications project billing, and is rounded off by Mobile extensions and a number of interfaces. User Benefits [email protected] Ease of use The user interface of the 4th Module is exactly the same as that of the other three Microsoft CRM modules Phone: North America: Europe: +44 (20) Asia Pacific: +49 (931) Individual schedule Clear overview of personal work packages and activities Free choice of the front-end device Use the 4th Module in Outlook or in your browser 2012 xrm1 This document is intended for information only. Any information in this document is subject to change without prior notice. This document may not be reproduced or duplicated, in any form, in whole or in part, without prior written consent of xrm1. Flexibility through all-around availability Use CRM-Project Offline in Outlook or on your smartphone Generating activity records less cumbersome There are 10 different alternatives for activity recording; and they can be mixed at will xrm1 is a brand of itara GmbH, Juliuspromenade 64a, Würzburg, Germany. itara GmbH does not assume any liability for mistakes and omissions in this document. All rights reserved. itara, xrm1 and CRM-Project are registered trademarks of itara GmbH. Microsoft, Microsoft DynamicsTM and the Microsoft DynamicsTM logo are either registered trademarks or trademarks of the Microsoft Corporation in the USA and/or other countries. Any other company names and product names may be trademarks of the respective trademark owners. Version Your Benefits Through Integrated Project Management System Administration Benefits No additional infrastructure The 4th Module runs entirely on the Microsoft CRM platform No server installation required CRM-Project isn t installed, but simply imported in few minutes No 2nd data base CRM-Project is based exclusively on the Microsoft CRM data base No additional backup No 2nd data base no additional backup No workstation installation required The 4th Module uses the same CRM infrastructure as the existing CRM technology

2 during the Project Implementation Generation and Structuring of New Projects Generate and structure your projects directly in Microsoft CRM with the 4th module. Generate new projects manually, from templates or import them from Microsoft Project. Stages, subprojects, milestones and work packages can be defined in the work breakdown structure (WBS) and arranged in any depth required. Project structure and logical correlations are visualized in Gantt. Project Generation from Templates You can use individual stages, subprojects and work packages from templates as standardized elements for individual projects. Resource Planning Cost Planning and Budgeting CRM-Project provides various possibilities for time entry with a focus on flexibility for the employees. They can choose from 4 different time entry options. More flexibility = fewer gaps = more turnover! Even the time and work entry of external service providers is supported. Cost Management / Reports / Dashboards Cross-Company Resource Utilization From the project start-up phase, a cross-company Gantt chart shows the correlations between periods of imple- Timesheets, Billing and Invoicing The 4th Module supports budgeting and cost controlling on all levels. During the ongoing project, the costs are monitored continously. In case of budget amendments, the original values remain available for post calculation. In the course of the project, the initially planned resources can be aligned and, if necessary, edited time and again. Spontaneous changes on demand triggered by e.g. sick-leave or changes of project dates can easily and quickly be implemented with CRM-Project. It takes only a few clicks to reorganize the project. The schedules of the involved team members are immediately updated by the system. The 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. The Resource Planner allows for allocating resources required in the projects. As per staff, the assignment can be done directly to an individuall or to a resource group. Budgeting, Controlling and Mobility mentation, while individual view settings enable you to assess project viability. CRM-Project offers comprehensive possibilities for project control and analysis. Reports are available anytime. 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 partner s specific needs. 1. Outlook 2. Fast Time Entry Billing and Invoicing Availability and the planned staff load is always indicated. If desired, even the skills of the staff are included to insure proper resource selection. Travel Management in Microsoft CRM 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 customers, and also includes a per diem expense report function. Settlement of Customer Orders, Employee Accounts and External Service Providers Accounts The CRM-Project Revenue Reporting feature enables you to settle performances rendered by the staff and external providers and bill them to customers. Settlement both at fixed prices and based on time & material is supported. In case of time & material, all revenues logged can conveniently be edited via a single screen mask, and revenues billable are marked. Timesheets Timesheets are automatically generated at the push of a button. Afterwards, print out the timesheets or save them as PDF or Excel sheets. ERP Intergration Mobile Extensions Use the CRM-Project Project Management feature while on the move whether on your Windows Mobile, Blackberry or iphone. Using their smartphones, users in the field can directly log performance times; project managers get updates on projects and can react at any time. The 4th Module is all set for the exchange of billing-relevant data trough standardized interfaces for Dynamics GP, SAP and Dynamics AX. Alternatively you can directly create and print invoices from CRM with the billing feature. 3. Mobile Apps 4. CRM Activities

3 during the Project Implementation Generation and Structuring of New Projects Generate and structure your projects directly in Microsoft CRM with the 4th module. Generate new projects manually, from templates or import them from Microsoft Project. Stages, subprojects, milestones and work packages can be defined in the work breakdown structure (WBS) and arranged in any depth required. Project structure and logical correlations are visualized in Gantt. Project Generation from Templates You can use individual stages, subprojects and work packages from templates as standardized elements for individual projects. Resource Planning Cost Planning and Budgeting CRM-Project provides various possibilities for time entry with a focus on flexibility for the employees. They can choose from 4 different time entry options. More flexibility = fewer gaps = more turnover! Even the time and work entry of external service providers is supported. Cost Management / Reports / Dashboards Cross-Company Resource Utilization From the project start-up phase, a cross-company Gantt chart shows the correlations between periods of imple- Timesheets, Billing and Invoicing The 4th Module supports budgeting and cost controlling on all levels. During the ongoing project, the costs are monitored continously. In case of budget amendments, the original values remain available for post calculation. In the course of the project, the initially planned resources can be aligned and, if necessary, edited time and again. Spontaneous changes on demand triggered by e.g. sick-leave or changes of project dates can easily and quickly be implemented with CRM-Project. It takes only a few clicks to reorganize the project. The schedules of the involved team members are immediately updated by the system. The 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. The Resource Planner allows for allocating resources required in the projects. As per staff, the assignment can be done directly to an individuall or to a resource group. Budgeting, Controlling and Mobility mentation, while individual view settings enable you to assess project viability. CRM-Project offers comprehensive possibilities for project control and analysis. Reports are available anytime. 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 partner s specific needs. 1. Outlook 2. Fast Time Entry Billing and Invoicing Availability and the planned staff load is always indicated. If desired, even the skills of the staff are included to insure proper resource selection. Travel Management in Microsoft CRM 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 customers, and also includes a per diem expense report function. Settlement of Customer Orders, Employee Accounts and External Service Providers Accounts The CRM-Project Revenue Reporting feature enables you to settle performances rendered by the staff and external providers and bill them to customers. Settlement both at fixed prices and based on time & material is supported. In case of time & material, all revenues logged can conveniently be edited via a single screen mask, and revenues billable are marked. Timesheets Timesheets are automatically generated at the push of a button. Afterwards, print out the timesheets or save them as PDF or Excel sheets. ERP Intergration Mobile Extensions Use the CRM-Project Project Management feature while on the move whether on your Windows Mobile, Blackberry or iphone. Using their smartphones, users in the field can directly log performance times; project managers get updates on projects and can react at any time. The 4th Module is all set for the exchange of billing-relevant data trough standardized interfaces for Dynamics GP, SAP and Dynamics AX. Alternatively you can directly create and print invoices from CRM with the billing feature. 3. Mobile Apps 4. CRM Activities

4 during the Project Implementation Generation and Structuring of New Projects Generate and structure your projects directly in Microsoft CRM with the 4th module. Generate new projects manually, from templates or import them from Microsoft Project. Stages, subprojects, milestones and work packages can be defined in the work breakdown structure (WBS) and arranged in any depth required. Project structure and logical correlations are visualized in Gantt. Project Generation from Templates You can use individual stages, subprojects and work packages from templates as standardized elements for individual projects. Resource Planning Cost Planning and Budgeting CRM-Project provides various possibilities for time entry with a focus on flexibility for the employees. They can choose from 4 different time entry options. More flexibility = fewer gaps = more turnover! Even the time and work entry of external service providers is supported. Cost Management / Reports / Dashboards Cross-Company Resource Utilization From the project start-up phase, a cross-company Gantt chart shows the correlations between periods of imple- Timesheets, Billing and Invoicing The 4th Module supports budgeting and cost controlling on all levels. During the ongoing project, the costs are monitored continously. In case of budget amendments, the original values remain available for post calculation. In the course of the project, the initially planned resources can be aligned and, if necessary, edited time and again. Spontaneous changes on demand triggered by e.g. sick-leave or changes of project dates can easily and quickly be implemented with CRM-Project. It takes only a few clicks to reorganize the project. The schedules of the involved team members are immediately updated by the system. The 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. The Resource Planner allows for allocating resources required in the projects. As per staff, the assignment can be done directly to an individuall or to a resource group. Budgeting, Controlling and Mobility mentation, while individual view settings enable you to assess project viability. CRM-Project offers comprehensive possibilities for project control and analysis. Reports are available anytime. 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 partner s specific needs. 1. Outlook 2. Fast Time Entry Billing and Invoicing Availability and the planned staff load is always indicated. If desired, even the skills of the staff are included to insure proper resource selection. Travel Management in Microsoft CRM 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 customers, and also includes a per diem expense report function. Settlement of Customer Orders, Employee Accounts and External Service Providers Accounts The CRM-Project Revenue Reporting feature enables you to settle performances rendered by the staff and external providers and bill them to customers. Settlement both at fixed prices and based on time & material is supported. In case of time & material, all revenues logged can conveniently be edited via a single screen mask, and revenues billable are marked. Timesheets Timesheets are automatically generated at the push of a button. Afterwards, print out the timesheets or save them as PDF or Excel sheets. ERP Intergration Mobile Extensions Use the CRM-Project Project Management feature while on the move whether on your Windows Mobile, Blackberry or iphone. Using their smartphones, users in the field can directly log performance times; project managers get updates on projects and can react at any time. The 4th Module is all set for the exchange of billing-relevant data trough standardized interfaces for Dynamics GP, SAP and Dynamics AX. Alternatively you can directly create and print invoices from CRM with the billing feature. 3. Mobile Apps 4. CRM Activities

5 during the Project Implementation Generation and Structuring of New Projects Generate and structure your projects directly in Microsoft CRM with the 4th module. Generate new projects manually, from templates or import them from Microsoft Project. Stages, subprojects, milestones and work packages can be defined in the work breakdown structure (WBS) and arranged in any depth required. Project structure and logical correlations are visualized in Gantt. Project Generation from Templates You can use individual stages, subprojects and work packages from templates as standardized elements for individual projects. Resource Planning Cost Planning and Budgeting CRM-Project provides various possibilities for time entry with a focus on flexibility for the employees. They can choose from 4 different time entry options. More flexibility = fewer gaps = more turnover! Even the time and work entry of external service providers is supported. Cost Management / Reports / Dashboards Cross-Company Resource Utilization From the project start-up phase, a cross-company Gantt chart shows the correlations between periods of imple- Timesheets, Billing and Invoicing The 4th Module supports budgeting and cost controlling on all levels. During the ongoing project, the costs are monitored continously. In case of budget amendments, the original values remain available for post calculation. In the course of the project, the initially planned resources can be aligned and, if necessary, edited time and again. Spontaneous changes on demand triggered by e.g. sick-leave or changes of project dates can easily and quickly be implemented with CRM-Project. It takes only a few clicks to reorganize the project. The schedules of the involved team members are immediately updated by the system. The 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. The Resource Planner allows for allocating resources required in the projects. As per staff, the assignment can be done directly to an individuall or to a resource group. Budgeting, Controlling and Mobility mentation, while individual view settings enable you to assess project viability. CRM-Project offers comprehensive possibilities for project control and analysis. Reports are available anytime. 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 partner s specific needs. 1. Outlook 2. Fast Time Entry Billing and Invoicing Availability and the planned staff load is always indicated. If desired, even the skills of the staff are included to insure proper resource selection. Travel Management in Microsoft CRM 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 customers, and also includes a per diem expense report function. Settlement of Customer Orders, Employee Accounts and External Service Providers Accounts The CRM-Project Revenue Reporting feature enables you to settle performances rendered by the staff and external providers and bill them to customers. Settlement both at fixed prices and based on time & material is supported. In case of time & material, all revenues logged can conveniently be edited via a single screen mask, and revenues billable are marked. Timesheets Timesheets are automatically generated at the push of a button. Afterwards, print out the timesheets or save them as PDF or Excel sheets. ERP Intergration Mobile Extensions Use the CRM-Project Project Management feature while on the move whether on your Windows Mobile, Blackberry or iphone. Using their smartphones, users in the field can directly log performance times; project managers get updates on projects and can react at any time. The 4th Module is all set for the exchange of billing-relevant data trough standardized interfaces for Dynamics GP, SAP and Dynamics AX. Alternatively you can directly create and print invoices from CRM with the billing feature. 3. Mobile Apps 4. CRM Activities

6 Functions Project Generation Generation and structuring of projects directly within Microsoft CRM Import Projects from Microsoft Project Projects can be generated directly from Orders A ny depth and width of project tree for projects from small initiatives to largescale projects Comprehensive entry options for additional information such as risks and priorities Add Activities directly in the Gantt Chart Project Templates Generate recurring projects from templates within seconds Due dates of activities are automatically re-assigned Individual projects can benefit from standard template elements Templates can include any number of subprojects, stages, milestones, and work packages Template dates are automatically re-calculated and assigned based on the start date when new projects are generated Template generation and usage can be restricted by security via roles Structuring All elements can be moved easily in Gantt with Drag & Drop Generation of work breakdown structures (WBS) Gantt visualization of project structures User-defined combination and modification of project stages, subprojects and work packages Work, duration, cost, and revenue inherited throughout the project tree Structuring of pioneer projects, standardized projects as well as internal / external projects The predecessor and successor relationships can be defined with Drag & Drop Resource planning directly in Microsoft CRM Allocation of resources to project nodes Assignment of tasks to specific employees, departments and to external resources A ssigned work packages, appointments, etc. are shown directly on the employees calendars and on the work schedule Easy notification of all project team members Validation of planned vs. assigned man days Validation of resource availability vs. cross-company resource utilization Optional skills management (skills, experience, languages, etc.) Project Management Project Management based on the four dimensions Work, Cost, Duration, Revenues Various reports for project transparency Proactive mailing of notifications and status reports to selected users in case of deviations Re-planning of ongoing projects possible anytime Isolated assessment of projects available for individual parts Benefits Organization of all travel activities directly in Microsoft CRM All travels fully viewable in the Outlook calendar Receipts management including numbering for all standard types of receipts Integrated expense calculator in compliance with legal requirements Travel expenses reporting per employee for the Human Resource department Receipt logging and travel management also available Offline and as a Mobile solution Cost Management Active system support in Cost Management Cost Management for all types of cost on all levels Target / Actual comparisons available Proactive information by the system through workflows Dashboard with Cost Management reports and Excel export Costs can also be allocated to subprojects, project stages and work packages Reporting System Comprehensive report library Technical basis: SQL Server Reporting Services Reports for project managers, financial controlling, Human Resource and accounting Subscribe to reports as , PDF, Excel and HTML files Easy customization of all reports Work, time and cost can be analyzed separately Target / Actual comparisons available on all levels Project cost and revenue at a glance ERP Integration CRM-Project is all set for exchanging data with ERP systems Standard ERP adapters for SAP, Dynamics NAV, AX, GP, Datev and Quickbooks out of the box Compatible to generic adapters like BizTalk, Scribe, Webservices etc. Office Integration Import of Microsoft Project project plans Export of Project plans to Microsoft Project Static Excel export Export Dynamic Excel cubes and OLAP cubes Microsoft Word integration Mobile Extensions (Windows Phone, Blackberry, iphone) Compatible with all Mobile clients using the xrm standard Use your smartphone for time entry and travel management Information available to project managers via smartphone Billing & Invoicing Customer Accounts Settlement Multi-Project and Program Management Cross-company Gantt Cross-company resource utilization Views for day, month, quarter, year Various filter option (external / internal, etc.) Drill-down functionalities for more detailed analysis Portfolio display for project prioritization Project evaluation based on the criteria attractiveness and risk Support in organization of shared resources Management of work time models and absences (Leave, Sickness, Public holiday, Cross-company day off) as a fundament for resource planning Team Members can enter Effort To Complete (ETC) directly in the Fast Time Entry and all other Time Entry Options. Time entry directly in Outlook- no additional plug-ins needed. Fast Time Entry mask for very fast time entry Time entry directly in Microsoft Dynamics CRM via standard activities Mobile time entry with Windows Mobile, Android, Blackberry or iphone or ipad A remaining effort calculation possible with every entry All time entry options can be used in any combination Document Management Document Management directly within Microsoft CRM Checking documents In and Out Version Management and archiving Workflows for showing editing processes No additional license costs for using SharePoint services Travel Management Easy billing of project revenue Integrated screens for preparation, reporting and settlement Clear review of all revenues before reporting Partial settlement of projects Settlement at fixed prices, based on time & material, and as a combination of the two options Adaptation of revenue reports based on parameters Distinction between work and work billable Automatic generation of timesheets and invoices Consistent integration in Microsoft CRM pricing and order management Travel expense reporting Employee Accounts Settlement Employee performance record Settlement of travel expenses External Service Provider s Accounts Settlement External resource reporting e.g. freelancers Management of performance periods for financial accounting Invoicing Invoice print-out directly in CRM Distinction between intercompany invoices and external invoices Licensing The 4th Module CRM-Project is licensed per user. In each case, however, you will only license the number of users who actually use the corresponding function. Hosting and CRM online customers can also rent CRM-Project and license it at a monthly rate. Project Management in Microsoft Dynamics CRM Installation CRM-Project does not require installation of any kind on your CRM server, or on the workstations and notebooks within your organization. The solution is simply imported into your CRM system. This only takes a few minutes. Only the Windows updates need to be up-to-date there. Your Contact Management Benefits Microsoft Dynamics CRM Live Presentation Would you like to learn more about the scope of functions of CRM-Project in the course of a presentation? We bring live consultation to your screen via the internet! Alternatively we can meet for a personal presentation on site. Just consult your contact person. Sales Marketing Service Project Managed Trial Don t waste time by stumbling around the solution on your own. In a managed trial we will guide you through your first steps in an xrm1 Business Solution. Get to know the functions most important to you together with an experienced consultant. CRM-Project is the 4th Module for Microsoft CRM. Validation Workshops We offer Validation Workshops to help you gain confidence with your decision. Together, we will validate your individual requirements against the functionalities of the 4th Module, so that you can gauge the benefits of the 4th Module for your company. Manufacturer Information Training The usage and customizing of CRM-Project are exactly the same as those of the other three modules of Microsoft Dynamics CRM. Thus, training effort is low. For further information on available training options, please get in touch with your contact. Companies using also use: Idea Management xrm1 Idea Management is a professional solution for business related suggestions in Microsoft CRM. The solution supports the complete Idea Management process. Ideas can be submitted directly in Outlook, in Microsoft CRM and mobile via smartphone or ipad. Submitting an idea Evaluating an idea Organizing implementation of an idea Remuneration Monitoring success The solution covers all functions for professional project management ranging from project planning, coordination, time recording and resource management through Business Solutions for Microsoft CRM Project Management Benefits Effective management Real-time information of current projects and the global resource utilization facilitate your project management Access to global resource utilization Your access to the global resource utilization improves project planning Short implementation period The 4th Module is highly integrated into an already familiar CRM interface, reducing the time to implement project management into your company to only a few weeks Easier data management Your existing CRM already provides relevant information Overview of project cost and revenue at anytime CRM-Project provides real-time information and reports relevant to projects Don t give anything away! Simple activity recording for employees leads to significantly more accurate & higher billable turnover Support through template functionality Planning efforts are reduced Fast generation of Invoices Timesheets for customers are printed at the push of a button Safer management A number of overviews about Target, Actual, Schedule help you focus on critical project areas Cost-effective overall solution Fully integrated CRM platform reduces number of isolated IT applications project billing, and is rounded off by Mobile extensions and a number of interfaces. User Benefits [email protected] Ease of use The user interface of the 4th Module is exactly the same as that of the other three Microsoft CRM modules Phone: North America: Europe: +44 (20) Asia Pacific: +49 (931) Individual schedule Clear overview of personal work packages and activities Free choice of the front-end device Use the 4th Module in Outlook or in your browser 2012 xrm1 This document is intended for information only. Any information in this document is subject to change without prior notice. This document may not be reproduced or duplicated, in any form, in whole or in part, without prior written consent of xrm1. Flexibility through all-around availability Use CRM-Project Offline in Outlook or on your smartphone Generating activity records less cumbersome There are 10 different alternatives for activity recording; and they can be mixed at will xrm1 is a brand of itara GmbH, Juliuspromenade 64a, Würzburg, Germany. itara GmbH does not assume any liability for mistakes and omissions in this document. All rights reserved. itara, xrm1 and CRM-Project are registered trademarks of itara GmbH. Microsoft, Microsoft DynamicsTM and the Microsoft DynamicsTM logo are either registered trademarks or trademarks of the Microsoft Corporation in the USA and/or other countries. Any other company names and product names may be trademarks of the respective trademark owners. Version Your Benefits Through Integrated Project Management System Administration Benefits No additional infrastructure The 4th Module runs entirely on the Microsoft CRM platform No server installation required CRM-Project isn t installed, but simply imported in few minutes No 2nd data base CRM-Project is based exclusively on the Microsoft CRM data base No additional backup No 2nd data base no additional backup No workstation installation required The 4th Module uses the same CRM infrastructure as the existing CRM technology

7 Functions Project Generation Generation and structuring of projects directly within Microsoft CRM Import Projects from Microsoft Project Projects can be generated directly from Orders A ny depth and width of project tree for projects from small initiatives to largescale projects Comprehensive entry options for additional information such as risks and priorities Add Activities directly in the Gantt Chart Project Templates Generate recurring projects from templates within seconds Due dates of activities are automatically re-assigned Individual projects can benefit from standard template elements Templates can include any number of subprojects, stages, milestones, and work packages Template dates are automatically re-calculated and assigned based on the start date when new projects are generated Template generation and usage can be restricted by security via roles Structuring All elements can be moved easily in Gantt with Drag & Drop Generation of work breakdown structures (WBS) Gantt visualization of project structures User-defined combination and modification of project stages, subprojects and work packages Work, duration, cost, and revenue inherited throughout the project tree Structuring of pioneer projects, standardized projects as well as internal / external projects The predecessor and successor relationships can be defined with Drag & Drop Resource planning directly in Microsoft CRM Allocation of resources to project nodes Assignment of tasks to specific employees, departments and to external resources A ssigned work packages, appointments, etc. are shown directly on the employees calendars and on the work schedule Easy notification of all project team members Validation of planned vs. assigned man days Validation of resource availability vs. cross-company resource utilization Optional skills management (skills, experience, languages, etc.) Project Management Project Management based on the four dimensions Work, Cost, Duration, Revenues Various reports for project transparency Proactive mailing of notifications and status reports to selected users in case of deviations Re-planning of ongoing projects possible anytime Isolated assessment of projects available for individual parts Benefits Organization of all travel activities directly in Microsoft CRM All travels fully viewable in the Outlook calendar Receipts management including numbering for all standard types of receipts Integrated expense calculator in compliance with legal requirements Travel expenses reporting per employee for the Human Resource department Receipt logging and travel management also available Offline and as a Mobile solution Cost Management Active system support in Cost Management Cost Management for all types of cost on all levels Target / Actual comparisons available Proactive information by the system through workflows Dashboard with Cost Management reports and Excel export Costs can also be allocated to subprojects, project stages and work packages Reporting System Comprehensive report library Technical basis: SQL Server Reporting Services Reports for project managers, financial controlling, Human Resource and accounting Subscribe to reports as , PDF, Excel and HTML files Easy customization of all reports Work, time and cost can be analyzed separately Target / Actual comparisons available on all levels Project cost and revenue at a glance ERP Integration CRM-Project is all set for exchanging data with ERP systems Standard ERP adapters for SAP, Dynamics NAV, AX, GP, Datev and Quickbooks out of the box Compatible to generic adapters like BizTalk, Scribe, Webservices etc. Office Integration Import of Microsoft Project project plans Export of Project plans to Microsoft Project Static Excel export Export Dynamic Excel cubes and OLAP cubes Microsoft Word integration Mobile Extensions (Windows Phone, Blackberry, iphone) Compatible with all Mobile clients using the xrm standard Use your smartphone for time entry and travel management Information available to project managers via smartphone Billing & Invoicing Customer Accounts Settlement Multi-Project and Program Management Cross-company Gantt Cross-company resource utilization Views for day, month, quarter, year Various filter option (external / internal, etc.) Drill-down functionalities for more detailed analysis Portfolio display for project prioritization Project evaluation based on the criteria attractiveness and risk Support in organization of shared resources Management of work time models and absences (Leave, Sickness, Public holiday, Cross-company day off) as a fundament for resource planning Team Members can enter Effort To Complete (ETC) directly in the Fast Time Entry and all other Time Entry Options. Time entry directly in Outlook- no additional plug-ins needed. Fast Time Entry mask for very fast time entry Time entry directly in Microsoft Dynamics CRM via standard activities Mobile time entry with Windows Mobile, Android, Blackberry or iphone or ipad A remaining effort calculation possible with every entry All time entry options can be used in any combination Document Management Document Management directly within Microsoft CRM Checking documents In and Out Version Management and archiving Workflows for showing editing processes No additional license costs for using SharePoint services Travel Management Easy billing of project revenue Integrated screens for preparation, reporting and settlement Clear review of all revenues before reporting Partial settlement of projects Settlement at fixed prices, based on time & material, and as a combination of the two options Adaptation of revenue reports based on parameters Distinction between work and work billable Automatic generation of timesheets and invoices Consistent integration in Microsoft CRM pricing and order management Travel expense reporting Employee Accounts Settlement Employee performance record Settlement of travel expenses External Service Provider s Accounts Settlement External resource reporting e.g. freelancers Management of performance periods for financial accounting Invoicing Invoice print-out directly in CRM Distinction between intercompany invoices and external invoices Licensing The 4th Module CRM-Project is licensed per user. In each case, however, you will only license the number of users who actually use the corresponding function. Hosting and CRM online customers can also rent CRM-Project and license it at a monthly rate. Project Management in Microsoft Dynamics CRM Installation CRM-Project does not require installation of any kind on your CRM server, or on the workstations and notebooks within your organization. The solution is simply imported into your CRM system. This only takes a few minutes. Only the Windows updates need to be up-to-date there. Your Contact Management Benefits Microsoft Dynamics CRM Live Presentation Would you like to learn more about the scope of functions of CRM-Project in the course of a presentation? We bring live consultation to your screen via the internet! Alternatively we can meet for a personal presentation on site. Just consult your contact person. Sales Marketing Service Project Managed Trial Don t waste time by stumbling around the solution on your own. In a managed trial we will guide you through your first steps in an xrm1 Business Solution. Get to know the functions most important to you together with an experienced consultant. CRM-Project is the 4th Module for Microsoft CRM. Validation Workshops We offer Validation Workshops to help you gain confidence with your decision. Together, we will validate your individual requirements against the functionalities of the 4th Module, so that you can gauge the benefits of the 4th Module for your company. Manufacturer Information Training The usage and customizing of CRM-Project are exactly the same as those of the other three modules of Microsoft Dynamics CRM. Thus, training effort is low. For further information on available training options, please get in touch with your contact. Companies using also use: Idea Management xrm1 Idea Management is a professional solution for business related suggestions in Microsoft CRM. The solution supports the complete Idea Management process. Ideas can be submitted directly in Outlook, in Microsoft CRM and mobile via smartphone or ipad. Submitting an idea Evaluating an idea Organizing implementation of an idea Remuneration Monitoring success The solution covers all functions for professional project management ranging from project planning, coordination, time recording and resource management through Business Solutions for Microsoft CRM Project Management Benefits Effective management Real-time information of current projects and the global resource utilization facilitate your project management Access to global resource utilization Your access to the global resource utilization improves project planning Short implementation period The 4th Module is highly integrated into an already familiar CRM interface, reducing the time to implement project management into your company to only a few weeks Easier data management Your existing CRM already provides relevant information Overview of project cost and revenue at anytime CRM-Project provides real-time information and reports relevant to projects Don t give anything away! Simple activity recording for employees leads to significantly more accurate & higher billable turnover Support through template functionality Planning efforts are reduced Fast generation of Invoices Timesheets for customers are printed at the push of a button Safer management A number of overviews about Target, Actual, Schedule help you focus on critical project areas Cost-effective overall solution Fully integrated CRM platform reduces number of isolated IT applications project billing, and is rounded off by Mobile extensions and a number of interfaces. User Benefits [email protected] Ease of use The user interface of the 4th Module is exactly the same as that of the other three Microsoft CRM modules Phone: North America: Europe: +44 (20) Asia Pacific: +49 (931) Individual schedule Clear overview of personal work packages and activities Free choice of the front-end device Use the 4th Module in Outlook or in your browser 2012 xrm1 This document is intended for information only. Any information in this document is subject to change without prior notice. This document may not be reproduced or duplicated, in any form, in whole or in part, without prior written consent of xrm1. Flexibility through all-around availability Use CRM-Project Offline in Outlook or on your smartphone Generating activity records less cumbersome There are 10 different alternatives for activity recording; and they can be mixed at will xrm1 is a brand of itara GmbH, Juliuspromenade 64a, Würzburg, Germany. itara GmbH does not assume any liability for mistakes and omissions in this document. All rights reserved. itara, xrm1 and CRM-Project are registered trademarks of itara GmbH. Microsoft, Microsoft DynamicsTM and the Microsoft DynamicsTM logo are either registered trademarks or trademarks of the Microsoft Corporation in the USA and/or other countries. Any other company names and product names may be trademarks of the respective trademark owners. Version Your Benefits Through Integrated Project Management System Administration Benefits No additional infrastructure The 4th Module runs entirely on the Microsoft CRM platform No server installation required CRM-Project isn t installed, but simply imported in few minutes No 2nd data base CRM-Project is based exclusively on the Microsoft CRM data base No additional backup No 2nd data base no additional backup No workstation installation required The 4th Module uses the same CRM infrastructure as the existing CRM technology

8 Licensing CRM-Project is licensed per user. In each case, however, you will only license the number of users who actually use the corresponding function. Hosting and CRM online customers can also rent CRM-Project and license it at a monthly rate. Installation CRM-Project does not require installation of any kind on your CRM server, or on the workstations and notebooks within your organization. The solution is simply imported into your CRM system. This only takes a few minutes. Only the Windows updates need to be up-to-date there. Live Presentation Would you like to learn more about the scope of functions of CRM-Project in the course of a presentation? We bring live consultation to your screen via the internet! Alternatively we can meet for a personal presentation on site. Just consult your contact person. Managed Trial Don t waste time by stumbling around the solution on your own. In a managed trial we will guide you through your first steps in an xrm1 Business Solution. Get to know the functions most important to you together with an experienced consultant. Validation Workshops We offer Validation Workshops to help you gain confidence with your decision. Together, we will validate your individual requirements against the functionalities of the 4th Module, so that you can gauge the benefits of the 4th Module for your company. Training The usage and customizing of CRM-Project are exactly the same as those of the other three modules of Microsoft Dynamics CRM. Thus, training effort is low. For further information on available training options, please get in touch with your contact. Companies using also use: Idea Management xrm1 Idea Management is a professional solution for business related suggestions in Microsoft CRM. The solution supports the complete Idea Management process. Ideas can be submitted directly in Outlook, in Microsoft CRM and mobile via smartphone or ipad. Submitting an idea Evaluating an idea Organizing implementation of an idea Remuneration Monitoring success Your Contact NAVERTICA SA CC - South Africa 29 11th Ave, Rivonia, 2128 Sandton [email protected] Tel: NAVERTICA a.s. - Czech Republic Šumavská 15, Brno [email protected] Tel: Manufacturer Information [email protected] Phone: North America: Europe: +44 (20) Asia Pacific: +49 (931) xrm1 This document is intended for information only. Any information in this document is subject to change without prior notice. This document may not be reproduced or duplicated, in any form, in whole or in part, without prior written consent of xrm1. xrm1 is a brand of itara GmbH, Juliuspromenade 64a, Würzburg, Germany. itara GmbH does not assume any liability for mistakes and omissions in this document. All rights reserved. itara, xrm1 and CRM-Project are registered trademarks of itara GmbH. Microsoft, Microsoft Dynamics TM and the Microsoft Dynamics TM logo are either registered trademarks or trademarks of the Microsoft Corporation in the USA and/or other countries. Any other company names and product names may be trademarks of the respective trademark owners. Version Business Solutions for Microsoft CRM