More than just marketing, “x”RM4Legal offers firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM can be anything. xRM is based on Microsoft CRM and the .NET platform.

1. Microsoft ”x”RM4Legal
Legal IT Solutions for Dynamics CRM
Top 10 CRM 2011 Features – Marketing & BD
More than just marketing, “x”RM4Legal offers firms the
opportunity to integrate all their line of business
applications within one easy to use, easy to manage, easy
to afford environment. xRM is the evolution of CRM,
where the X in xRM can be anything. xRM is based on
Microsoft CRM and the .NET platform.

2. Contents
1. “Getting started” pane for streamlined training
2. Contextual ribbon for easier navigation
3. Fluid UI with role-based forms and views
4. Integrated “social” marketing/business development
5. Enhanced connections/relationship management
6. Interactive process dialogs for consistent data entry
7. Easier record auditing (who changed what when)
8. Dynamic marketing lists for automatic list update
9. Flexible charting and modification
10. Easily customisable, real-time dashboards

3. “Getting started” pane for streamlined training
Microsoft Dynamics xRM4Legal 2011 lets users configure
views to meet specific law firm roles and information
needs. Personalising views allows users to access online
training resources including videos of common functions.
Users also have control over what links appear in the
view, how many records appear in lists, how numbers and
dates display, and the language they want to use. The
reading pane gives users an instant view of a record
without having to open a new screen.

4. Contextual ribbon for easier navigation
Microsoft Dynamics xRM4Legal 2011 introduces a new Office
2010 contextual ribbon for both Outlook and browser clients. The
ribbon delivers a consistent, familiar navigation and user
experience. CRM information can take full advantage of native
Outlook functionality, including previews and conditional
formatting. Users can highlight and flag CRM records just like they
can with an Outlook email.

5. Fluid UI with role-based forms and views
Microsoft Dynamics xRM4Legal 2011 displays forms and views
based on user roles. This role-tailored design ensures that users
have fast access to the relevant information they need with much
less clicks. Role-based forms and views also prevent users from
seeing data that they are not authorised to view.

6. Integrated “social” marketing/BD
InsideView for Microsoft Dynamics xRM4Legal 2011 enables social
marketing/BD by bringing intelligence gained from social media
and traditional editorial sources to the firm to increase awareness
and client interaction. InsideView continuously aggregates and
analyses relevant executive and corporate data from thousands of
content sources to uncover new BD opportunities. InsideView
delivers this intelligence natively within CRM and mobile devices.

7. Enhanced connections/relationship management
In previous versions, linking records was limited to the
Relationship functionality which was available for linking only a
few record types like clients and contacts. Microsoft Dynamics
xRM4Legal 2011 has a new feature called Connections which
allows any record to be linked to any other record, regardless of
record type. Connections types are controlled by the
administrators, thus controlling how records are tied together.

8. Interactive process dialogs for consistent data entry
Dialogs help firms to collect and
process information using step-
by-step scripts. At the most
basic level, firms can use
dialogs to guide client
interactions and internal
processes eg. New client/new
matter opening. At another
level, dialogs can be used to
increase efficiency and
versatility by incorporating
workflow logic. This logic
invokes automated tasks using
the responses a client or user
makes during a dialog script.

9. Easier record auditing (who changed what when)
In Microsoft Dynamics xRM4Legal 2011, the audit ability is
included in the out of the box features. The change history can be
viewed by selecting Audit History on the left navigation of the
Client record. It shows the Changed Date and Time, Changed By,
which field changed, the Old Value and the New Value.

10. Dynamic marketing lists for automatic list update
Imagine how productive a Marketing Manager can be if they can
target all firm clients and contacts by creating a marketing list which
keeps itself auto updated based on a criterion. Microsoft Dynamics
xRM4Legal 2011 makes this job simpler. With this functionality you
can rest assured that your marketing publications and event
invitations will reach the right set of client contacts.

11. Flexible charting and modification
Charts present your firms data graphically. Data presented in
charts can quickly give you insight into large quantities of data
that is spread across different areas of the firm. This helps you
make relevant and timely decisions. Microsoft Dynamics
xRM4Legal 2011 associates charts with record types. It generates
charts using the data in the list of records for any record type.
Multiple charts can be created for a record type.

12. Easily customisable, real-time dashboards
The new real-time dashboards in Microsoft Dynamics xRM4Legal
2011 deliver advanced business intelligence functionality that is
simple to use and easy to change. Users can quickly configure
multiple dashboards to monitor BD/marketing performance. The
dashboards can be set up for individual or shared use, and can
include inline charts with drill-down intelligence to visually
navigate data, identify trends and uncover new insights.

13. Thank you!
For more information:
David Blumentals
DBlumentals@xRM4Legal.com
Phone +61 409 245 354
xRM4Legal.com
CRM.Dynamics.com