Features Level 100
Agenda day 1
Introduction
Project creation and planning
- Creating and planning projects with phases, subprojects, milestones, and job packages
- Structure plans and Gantt functions
Resource Management
- Management of internal and external staff, equipment, vehicles, rooms etc.;
- Planning board, availabilities, work load and work schedules
Absence Employees
- Applications for leave, clearance, remaining days of vacation
- Personnel department work time models, management of absence (illness, vacation, etc.)
Activity and Time Recording
- Time recording for staff, activity recording or external service providers
- Material cost, booking of rooms and equipment
Project creation alternatives
- Creation and usage of templates, importing/exporting MS Project
- Structure plans and Gantt functions
Document Management
- Documents on all project levels, check-in and check-out
- Versioning and subscriptions
- Management of any file format including e-mail documents
Multiproject Management
- Cross-project dependencies
- Organization-wide Gantt
- Global availability of resources
- Company-wide resource utilization
Agenda day 2
Introduction
Reporting and Dashboard
- Extensive report library for planning, controlling and analysis
- Dashboard with various micro reports
- Reports expand and adjusted
Budget and Cost Management
- Organization of project-related cost such as personnel cost, material cost or travel expenses
- Comparison of planned and actual values on all levels
- Proactive information for deviations
Travel Management
- Planning, organization of trips
- Travel times and cost
- Management of receipts and expense calculator
Project Accounting and Billing
- Preparation Use of orders, services and products
- Use of activities and allocated services
- Preparation of orders for invoicing of services
- Accounting and bill settlement
- Account for activities & services rendered by customers, staff & external service providers
- Installments, Time & Material, performance records
ERP- and Office Integration
- Overview of interfaces to other systems and office products
Mobile apps
- Using project management functions on-the-go with Windows Mobile cell phones, Blackberry devices or iPhones.
Installation, Configuration and administration
- Import xRM1 Business Solutions, configuration and administration, basic data administration and settings
- License management activation- and configuration wizard, security roles
Customizing
- xRM1 hints for customizing xRM1 Solutions
Practice common processes
- Summary and practice of participants' common processes
Target Group
- Sales representatives
- CRM consultants
- Project managers
- General management
- System administrator
Prerequisites
- Basic knowledge of Microsoft Dynamics CRM
Duration
2 days
Location
Partner on-site or headquarters Würzburg, Germany