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Project Planning

Generation and Structuring of New Projects

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

Project Generation from Templates

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.
You can use individual stages, subprojects and work packages from
templates as standardized elements for individual projects.

Resource Planning
The Planning Table allows for allocating resources $YDLODELOLW\DQGWKHSODQQHGVWDරORDGLVDOZD\V
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be done directly to an individual or to a resource group. to insure proper resource selection.
Resource Management

Resource Management during the Project Implementation

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 changes
of 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.

Cross-Company Resource Utilization

)URPWKHSURMHFWVWDUWXSSKDVHDFURVVFRPSDQ\*DQWW mentation, while individual view settings enable you to
chart shows the correlations between periods of imple- assess project viability.
Budgeting, Controlling and Mobility

Cost Planning and Budgeting

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 Management / Reports / Dashboards

Dynamics Project Manage-

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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
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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 custo-
mers, and also includes a per-diem-
expense-report function.

Mobile Extensions
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
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information and can react at any time.
Timesheets, Billing and Invoicing

Time & Work Entry Dynamics Project Management provides

various possibilities for time entry with a focus
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They can choose from
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entry options.

1. Outlook

2. Employee Self Service

3. Fast Time Entry

4. CRM Activities

5. Mobile Apps

Billing and Invoicing

Settlement of Customer Orders, Employee Accounts and
External Service Providers Accounts
The Dynamics Project Management Revenue Reporting
feature enables you to settle performances rendered by the
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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.
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ERP Intergration
The 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 directly
create and print invoices from CRM with the billing feature.
 Project Management
in your Microsoft Dynamics 365

Licensing
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