Release Notes Rollup Update 4

February 26, 2010 

CRM-Project Version 5.0 is available as of now. Never before has project management been as fast and easy. Smooth, seamless integration with the other Microsoft Dynamics CRM modules makes it possible.

Dashboard
- Project Dashboard with individual setting options
- Employee expenses reports
- A number of revised reports for more comprehensive analysis

Templates
- Create and manage project templates directly in CRM
- Create projects from templates directly in CRM
- Based on the template, all project dates are set with regard to the start dated

Travel Management
- Travel Management 2.0 with expense calculator and receipt manager
- Numbering of travel and receipt optional

Billing
- Simpler masks for billing services and performances to the customer
- Integrated screen for preparation, performance report and billing itself
- Performance report summaries on sub-project level
- Indication of date in all screens

Project Form
- Automatic calculation of the project progress
- Project numbering optional
- Export from Microsoft Project now
- Compatible with Microsoft Project 2010

Activity and Time Recording
- Personalized virtual time clock
- Time clock available with Firefox

Further Enhancements
- Teams with roles now
- CRM room/equipment can be logged as expense
- Separate management of material costs and external costs
- More flexibility with project predecessors and successors (n:m)
- All new features compatible with xRM