Timesheet Management in MS Dynamics CRM 2011

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Microsoft Dynamics CRM 2011 includes powerful timesheet management functionalities, including the tracking of billing information against pre-defined contracts, as well as the tracking of field service activities in the form of timesheets.

Integration with email systems such as Outlook and Apple Mail allows for the sharing of service calendars, where appointments are tracked directly in CRM for billing and reporting purposes.

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Timesheet Management in MS Dynamics CRM 2011

  1. 1. TIMESHEET MANAGEMENT IN MICROSOFT DYNAMICS CRM 2011 Microsoft Dynamics CRM 2011 includes powerful timesheet management functionalities, includingthe tracking of billing information against pre-defined contracts, as well as the tracking of field service activities in the form of timesheets. Integration with email systems such as Outlook and Apple Mailallows for the sharing of service calendars, where appointments are tracked directly in CRM for billing and reporting purposes.Timesheet ManagementCapabilitiesService appointments arecategorized in various ways(billable, time rate, worksite, etc.) to allow for directbilling and reporting fromCRM. Timesheets can belinked to customeraccounts, service cases,users or teams. Full Interaction History The details of every interaction are tracked in CRM, including SLAs and key renewal dates, so your employees can take proactive action. All past and upcoming appointments and service activities are tracked against the relevant customer records. Nerea – www.nerea.com – info@nerea.com 1
  2. 2. Streamlined Work ProcessesA powerful workflow engine convertscustomer requests in actionable CRM serviceactivities that can be automatically added towork queues, themselves built against anyentity, user, or team.Work state management for customerservicing is streamlined for improvedefficiency, with all activities, billable or not,tracked against the customer case andaccount history.Internal collaboration is facilitated throughMicrosoft Dynamics CRM’s teammanagement capabilities and real-timecommunication tools.Dashboards and ReportingMicrosoft Dynamics includes configurabledashboards, drill-down analysis, inlinedata visualization capabilities and full time-based reporting for billing and analysis. Advanced Personalization:Spend less time looking for information and more time serving customers with personal views, mostrecently used lists, and record pinning. Nerea – www.nerea.com – info@nerea.com 2

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