Managing your customer projects from within Microsoft Dynamics CRM

 

Project Management = budgets + people + timesheets + tasks + reports & so much more

Microsoft Dynamics CRM = customers + sales + reports

How do you manage projects today, are you transfer data between different application, excel, MS Project, Outlook and doubling up the work that you need to do?

Can you quickly and easily see all of your schedules , costs and staff availability in one place?

If not Microsoft Dynamics CRM + Assistance PSA is your solution.

 

 

From Opportunity to Project.

Marketing campaigns, mailings, turning leads into opportunities: all those things are standard CRM functionality, but Assistance PSA goes beyond standard CRM!

Assistance PSA allows you to turn opportunities into projects, calculate your hours and plan your projects, all with a single mouse click.

Assistance PSA has been designed with project managers and CRM in mind. It can assist in making it clear who is doing what, what is being completed and whether budgets are being adhered to. You can clearly see all aspects of a project, including 'one-off' tasks that are integral to a final outcome. You get automatic updates in essential areas - no more trying to track what everyone is doing - it's JUST CLICK & VIEW.

 Assistance PSA has been designed to be flexible, comprehensive in its capabilities, and completely integrated with Microsoft Outlook and Microsoft Dynamics CRM.

 

Project, time and expense management for Microaft Dynamics CRM

  Key Features

 

  • Immediate access to essential information about projects, sub-projects, tasks, budgets and staffing
  • Provides complete time and costing control of projects and employees' timesheets
  • Support for multiple Project levels including Sub-Projects and Tasks
  • Automatic notification if Projects or Tasks reach a pre-defined level of Hours or Cost
  • Fully customizable with unique workflow capabilities.
  • Complete overtime recording and accrual
  • Assignment of individual time entries to Projects, Sub-Projects, and Tasks
  • Views display time recorded by Approver, Status, Worker, Client, Project, Department
  • Staff across teams have a single, mobile point of information entry and access, workflow, and collaboration
  • Customizable reports allowing transparency of projects and budgets
  • Invoicing integration

For more information Call xRM Partners on 0203 195 1380

Click here for more information.

To send an email requesting more information click here.

See Assistance PSA in action here.

 

For information about other Microsoft Dynamics services please call 0203 195 1380, email This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or visit www.xrmpartners.co.uk.
For information on Microsoft CRM Online and Office 365 please call 0203 195 1380, email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or visit www.cloudit4u.co.uk.