project management - microsoft azure · resource management if necessary, work packages can always...
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in your Microsoft Dynamics 365Project Management
Project Management
ton
nd data base
–
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
©
tion in
TM TM
Companies using Dynamics Project Management also use: