DSM Tracking Software built on Microsoft Dynamics CRM to manage and report on Demand Side Management Projects, Applications, Rebates, Incentives and Energy Savings.

1. Overview of Accent Gold Solutions and Dynamic DSM
By Mark Shaw & Tim Priestley
August 25, 2014

2. Dynamic DSM– by Accent Gold Solutions
Accent Gold Solutions:
• Founded in 2002
• Microsoft Dynamics CRM Certified
• CRM Experts since 1998
(Certified with SAP, Microsoft Dynamics CRM, SugarCRM, ACT!, Saleslogix, etc.)
• Energy Efficiency solutions since 2003
• DSM Tracking System vendor since 2006
• Over 800 clients

3. Dynamic DSM - Overview
• DSM Tracking System for managing energy efficiency programs
• Built natively on Microsoft Dynamics CRM platform including the security,
flexibility, value, power and stability
• Accent Gold Solutions began development in 2006 and then rebuilt this tool on
top of Microsoft Dynamics CRM at the beginning of 2011
• Dynamic DSM offers a comprehensive end-to-end DSM platform
• Optimized for flexible and secure single or multi-client program management
• Flexible, agile and nimble development process – collaborative and iterative
development philosophy and methodologies

4. Dynamic DSM – Technical Foundation
• Dynamic DSM is built on Microsoft Dynamics CRM 2013
• Microsoft SQL Server 2012 (Improvements in Reporting/BI and Performance)
• Accessible via Chrome or Internet Explorer
or within Microsoft Outlook
• Deployment can be online or on-premise
• Integrates with Microsoft SharePoint
• Multi-Currency support
• Multi-Language support
• Development in Java script

5. Features – Microsoft Platform

6. Accessible via Browser or within Outlook
• Dynamic DSM can be accessed via Internet Explorer 10 or higher browser
• Additional browsers are also availability (Chrome, Firefox, Safari)
• User Adoption is increased by opening multiple tabs simultaneously
• Dynamic DSM can be accessed directly within Microsoft Outlook
• CRM contacts can be synchronized with Outlook contacts
• CRM tasks can be synchronized with Outlook tasks
• CRM calls can be synchronized with Outlook calls
• CRM meetings can be synchronized with Outlook meetings

7. Leveraging Microsoft Dynamics CRM
Dynamic DSM is able to leverage a number of features that are built into Microsoft CRM
• Integration with Smart Phone native apps (taking advantage of the sync between
Outlook and the mobile device)
• Built-in modules that simply need to be turned on and used
• Integration with Microsoft Outlook
• Native integration tools available for Microsoft Dynamics
• Automated activity and email history tracking
• Auditing of user access and updates in the system
• Simple Customization of fields, screens, users, etc.
• Marketing Campaign Management
• Advanced Workflow options
• Advanced Security options (organizational, record, field-level)
• Leverage Microsoft’s continual compatibility with current/new software versions (no
need to worry about compatibility issues every year – Microsoft takes care of this)

8. Leveraging Microsoft CRM Compatibility
Dynamic DSM leverages Microsoft’s continual compatibility with current/new software
versions. There is no need to worry about compatibility issues every year – Microsoft takes
care of this. A complete list can be found at http://support.microsoft.com/kb/2669061.
Notable items:
• MS Outlook
• MS Exchange Server
• MS Excel
• MS Word
• MS SharePoint
• MS SQL Server
• MS Internet Explorer
• MS Windows OS
• .NET Framework

9. Easy Deployment & Reduced Risk
Dynamic DSM can typically be deployed in a 30-60 day window
Dynamic DSM = Proven logic and “real world” functionality
• Designed in partnership with program managers and field employees over multiple years.
• Intuitive interface, customized for DSM operations – satisfying experience
• Helps people get their job done. Empowering the manager and end users.
Faster, agile deployment
• True product. Significant out of the box capabilities, including difficult features
• Fast, visual-development tools supports iterative, agile methods
Centralized, consistent program management
• Optimized to support multi-client, multi-program environments
• Flexible, data-driven program, measure, requirement, data collection infrastructure

10. Tracking Emails (1)
• Dynamic DSM users can track any email in Outlook (versions 2003, 2007, 2010, 2013)
• This will automatically attach the email to any Lead, Contact or Account in CRM with
matching email address

11. Tracking Emails (2)
• Dynamic DSM users can track any email in their Outlook and associate it with any record
in their database
• This is done by selecting the Set Regarding button in Outlook

12. Multi-Client / Multi-Utility Security
Dynamic DSM is able to handle complex security scenarios. Below is an example – based on
Office A that manages multiple programs including Utility 1, Utility 2 and Utility 3.
• A set of users in a single office is able to manage multiple utilities and programs
• Another set of users will only access their own data (they will be permitted to see Utility
1 but not Utility 2 records)
• The evaluators will be able to view the programs they are permitted to see
• The utility employees will only access data relevant to their own utility
• Multiple levels of approvals can be created and managed
• Multiple levels of administrators can be created and managed
Screens can be designed to show different colors/images for different utilities so that users
don’t mix things up.
The foundational structure would allow for one team to easily support multiple programs
from a centralized office. Users would log in to a single database and have access to all
records from multiple programs to which they have access.

13. Features – Reports/Dashboards

14. Dashboards (1) – Overview
Dynamic DSM comes with several built-in Dashboards. See at a glance (on one page) all
the information you need to make key business decisions. Assemble and present
information from several places in the database in a quickly-read format—whether to use it
to work through your daily business processes or to get an overview of the status of your
business.
• Users are able to create or customize their own dashboards
• Users are able to share dashboards with other users as read-only or editable
• Users are able to create charts (pie, bar, column, line, funnel, etc.) for each dashboard
• Users are able to drill-down into any dashboard chart and view filtered results
• When charts are filtered, then the corresponding list view is also filtered
• These corresponding list views can be exported to excel as needed (depending on the
user’s permissions)

15. Dashboards (2) – Options & Flexibility
Dynamic DSM Dashboards contain multiple panels (i.e. views). Users have the flexibility to
have as many Dashboards as they want and combine various panels/views on their
Dashboards in order to optimize their job tasks. For example, if someone is focused on
Approvals for a few hours, they can switch to an Approval Dashboard with multiple
lists/types of required Approvals.
Once selected, any Dashboard can be configured to be Default Dashboard. The next time
the user logs in to the system, they will immediately see their Default Dashboard.

16. Dashboards (3) – Examples
Dynamic DSM – Dashboard Examples

17. Dashboards (4) – Corresponding Charts
Each List View in Dynamic DSM can show a set of charts for that module that allows for drill
down interaction. To show chart, click on the bar to the far right of the list view. By
hovering over portions of the chart, details appear in a tool tip

18. Reporting (1) – Options for Reports
Dynamic DSM’s foundation, Microsoft
Dynamics CRM comes with industry-leading
reporting functionality.
• Easily created, edited and shared
• Able to be auto-generated & emailed
• Sent to users per email
• Built with Boolean logic/filters
• Results can be printed to PDF
• Filters can be edited on the fly

19. Reporting (2) – Export to Excel
Export to Excel Reporting
• Any list view can be exported to Excel
• Access to export data controlled by user security
• Excel reports can be created such that the Excel data will automatically refresh each
time the Excel file is opened
• Thus a report can be created for a customer, and every time the customer opens the
report they will see fresh, up to date, data
Export to Excel Options
• Static worksheets
• Pre-configure the data for reimport
• Dynamic pivot table
• Dynamic worksheets

20. Reporting (3) – Examples
For more report examples, please see the Reporting Appendix

21. Goal Management and Reporting
• Goals can be defined and compared against most
entities in Microsoft CRM
• Goals can be created for flexible time periods.
Combine smaller goals, such as for specific teams
or programs, into the overall goals for your
organization.
• Create a rollup of all the goals into the actuals that
show how you are tracking
• Goal reporting tracks the following factors
• Actual value
• Target value (including stretch target)
• Where should I be currently in order to hit
the target
• What is the in-progress amount based on
projects not yet complete
Dynamic DSM has the most simple, yet sophisticated, goal tracking management and
reporting in the CRM industry.

22. Role-based Forms and Views
Microsoft Dynamics CRM 2013 displays forms based on user roles. This role-tailored design
ensures that the business professionals in your organization have fast access to the relevant
information they need. Role-based forms also prevent users from viewing data that they
are not authorized to view.

23. Record Wall (similar to a Facebook Wall)
Dynamic DSM allows users to “follow” important/relevant records so that any/specific
updates to these records will appear on the user’s wall.
• Users can also view important/relevant updates on the record’s screen (for example, if 3
of the 15 milestones are important, then these 3 milestones can be auto-placed on the
record wall)
• Administrators can determine which events on any record are to be considered relevant
and thus auto-posted to the record wall
• The record wall can be configured/customized for most entities
• Users can post their own comments on the record or with respect to another post

24. Yammer Integration
Yammer is a very powerful collaboration tool. It is like the Record Wall – yet “On Steroids”.
It allows users to communicate/chat with both internal and external uses.
For example, a Dynamic DSM user can have a dialogue with a Trade Ally regarding a project
at a common customer. The Trade Ally would simply work in his Yammer window while the
Dynamic DSM user continues to work in the Tracking System.

25. Features – Programs

26. Multiple Programs & Types
Dynamic DSM is able to handle requirements for multiple Program Types. Examples include:
• C & I
• Residential
• RCx
• New Construction
• Studies
• Prescriptive
• Custom
• Commercial Lighting
• Weatherization
• Industrial
• Retail Lighting
• And much more…
Progress toward Goals is calculated and displayed in a
user-friendly manner.
• Targets are set manually.
• Actual data is rolled up.
• The difference is calculated.

27. Multiple Program Cycles
Dynamic DSM allows users to create multiple Program Cycles to represent Time Periods
under specific Program. This allows more specific reporting information to roll up from
individual measures. Progress toward Goals are calculated and displayed in a user-friendly
manner:
• Targets are set manually.
• Actual data is rolled up.
• The difference is calculated.

28. Durations Comparison: Target vs Actual
Each project in Dynamic DSM is required to have a Milestone Track
• Milestone Tracks are related to Programs
• Each Milestone in a Milestone Track has a default duration
• Actual Numbers are rolled up as averages from Projects in a Program Cycle (& Program)
• Difference is calculated
• Report can be generated by user as needed
• Durations Comparisons can also be tracked for entire Milestone Tracks.

29. Dynamic DSM provides the ability to manage Residential and Multi-Family Programs
• Automated Upload of Projects
• Manage multiple Units within a Site
• Manage Master-Projects and Sub-Projects
• Ability to automate the creation of multiple pre-defined Measures
• Ability to track the following data for individual Measures/Units on a Multi-Family
project: Offer Date, Commit Date, Install Date, Cancel Date, Cancel Reason, Units
• Implementation of Dispatch & Scheduling module
• Coordination with Pre-Audit Report
• Coordination with Inventory Module
• High Speed Project creation:
• Fast Milestone Tracks (3 steps)
• Editable Measure Grid
• Ability to create multiple predefined Measures with a single button
• Ability to auto-approve Projects based on configurable rules
Residential/Multi-Family Module

30. Features – Companies

31. Company Management (1) – Overview
Dynamic DSM
contains a Company
module
Companies can be
Parents or Sub-
Accounts of other
Company records.

32. Company Management (2) – Screens
Companies have relationships to Sites and Contacts

33. Company Management (3) – Data Rollups
• Rollup of all key data related to each Company
• Includes Sites, Projects, Measures, Financials and field summary
• Ability to export that list to Excel for further reporting
• Ability to select a Site – thus filtering to view only related Projects/Measures/Financials
• Ability to select a Project– thus filtering to view only related Measures/Financials

34. Features – Trade Allies

35. Trade Ally Management (1) - Overview
Dynamic DSM contains a Trade Ally module (this is a feature of the Company module)
• Can relate to Companies as a child record
• Can relate to Site records as a parent
• Contacts can be created under the Trade Ally
• Can have “Connections” with any other record in the database – including Companies,
Sites, Projects, Measures, Financials, Contacts, etc.
• Relate Activities (Tasks, Calls, Meetings, Emails, etc.) with Trade Allies

36. Trade Ally Management (2) – Data Rollups
Rollup of all key data worked on by a Trade Ally (including prominent fields/data). Ability to
export that list to Excel for further reporting.
• Sites
• Projects
• Measures
• Financials

37. Features – Sites / Facilities

38. Sites / Facilities (1) – Screens & Navigation
Dynamic DSM contains a Sites module. Sites typically represent the unique Accounts at a
Utility. Generally the Account Number or Premise Number is a Unique ID for each customer.
Payees can be selected for each Site.
The purpose of the Payee Info is to allow users to auto-
populate Project Financials by selecting a Site record.

39. Sites / Facilities (2) – Rollup Sub-Records
• Sites can be parents of other Site records
• Sites can have “Connections” with any other record in the database – including Trade
Allies, Companies, Sites, Projects, Measures, Financials, Contacts, etc.
• Rollup of all key data related to each Site (including prominent fields/data) and ability to
export that list to Excel for further reporting (Projects, Measures, Financials)
• Usage Data rolls up from Meters associated with that Site
• Ability to select a Project– thus filtering to view only related Measures/Financials

40. Sites / Facilities (3) – Opting Out
Sites have the ability to Opt-Out. This can occur through various methods…from the
Company (parent) record or from the Site record. Once opted-out, such records are
visually flagged so that users are unable to create projects from these Sites.

41. Sites / Facilities (4) – Managing Units
Dynamic DSM allows users to view and manage Units. Units are sub-records to Sites. For
example, an apartment building might have multiple Units or a common area as child
records.

42. • Each Site can contain one or more Meters. Meter data rolls up to the Site.
• Each Meter can contain one or more Readings. When readings are uploaded, they will
roll up to the Meter which will in turn roll up to the Site.
• This gives analytics for the purpose of locating and targeting “high potential” sites for
business development.
Sites / Facilities (5) – Usage Data

43. Features - Projects

44. Projects (1) – Overview / Navigation
Dynamic DSM contains a flexible, powerful Projects module.
• Projects can have Sub-Projects related to them
• Projects can have “Connections” with any other record in the
database – including Companies, Trade Allies, Sites, Projects,
Measures, Financials, Contacts, etc.
• Rollup of all key data related to each Project (including prominent
fields/data). Ability to export that list to Excel for further reporting:
Sites, Projects, Measures, Financials
Simple Navigation
• Navigation Bar – Quick links to each Project section/sub-grid
• Forward & Backward buttons to navigate through Projects,
Measures, Financials, Sites, Companies, Trade Allies, Contacts, etc.

45. Projects (2) – Milestones
Projects are moved forward in the business process via the Milestone workflow engine.
• Each Project consists of 6 Phases
(Initial Estimate, Pre-Commit, Committed, Installed, Completed, Discontinued)
• Each Project consists of multiple, configurable States (e.g. standard status types are
1-application, 2-study, 3- Pre-Commit, 4-committed, 5-installed, 6-payment pending,
7-completed)
• Each Project consists of multiple Milestones (short tracks might consist of 3-7
Milestones, while long tracks might consist of up to 30 Milestones)

46. Projects (2b) – Milestones
• The Milestone configuration engine is completely flexible and customizable
• Milestones are connected to Measures such that when a Milestone triggers moving the
Project from the Pre-Commit to the Committed Phase, then all the Pre-Committed
Measure data is frozen and then copied into the Committed section
• The user is now able to edit the Committed data but not able to edit the Pre-
Commit data
• This same logic takes place when moving from Committed into Installed
• Flexible Security on Measures based on Milestone status (see above point)
• Milestones determine which Queue the Project is placed in

47. Adding Milestones – Ad Hoc
At times users need to be able to add
Milestones directly into an existing
Milestone Track. For example, a Random
Inspection might be needed between
Milestone Steps 8 and 9 of an existing
Project. In this case the user simply hits
the “Add Milestone” button and is
provided a list of Milestones (or
Milestone Sets) that are available to be
inserted. User permissions help
determine whether a user has the rights
to add Milestones. The user then selects
“Random Pre-Inspection”, and the
system adds this step into the
appropriate slot – and then recalculates
all Target Dates.

48. Projects (3) – Forecasting
Project Milestones allow for detailed Forecasting.
• Each Milestone contains predetermined durations
• Each time an Actual End date for a Milestone is entered, Milestone Track is recalculated
and the Target Start date and Target End date for each Milestone are accordingly
adjusted
• Users are also able to manually override each Target date by manually adjusting the
Estimated End date any Milestone which then recalculates Target Dates on future
Milestone Steps
• Initial Estimate – These are manually editable fields on the Project Summary Screen.
Their purpose is to allow users to estimate Savings and Incentive values before the
Measures are known. They roll into the Pre-Commit Phase. When Measures are added
to the system, then the Initial Estimates are overwritten by these “real numbers”. In this
way, the system allows for the estimation of potential projects.

49. Projects (3b) – Forecasting
• Methodology empowers users to immediately view the Target date and month for the
following:
• Initial Pre-Commit Date target
• Initial Commitment Date target
• Initial Installation Date target
• These dates allow forecasting for Committed and Installed numbers for each month—
enabling easy reports for the Utility at where each Program resides

50. Projects (4) – Queues (Auto-Assign Tasks)
Dynamic DSM uses Queues to ensure that “the ball never gets dropped”.
• Each Milestone step is assigned to a Responsible team
• Users in the database can be members of one or more teams
• When a Milestone moves forward, the Queues of each member of the Responsible
team will be updated.

51. Projects (4b) – Queues & Views
• Users can view their Queue items within their Dashboard or within their Queue views
• Each Queue item includes a hyperlink to the Project that is ready to be moved forward
• When a user updates that Project by moving the Milestone forward, the item will be
removed from their Queue and appear on the Queue for the next Responsible team
• Since the Utility client is also a user in the system, their dashboard will alert them when
a Project is ready for approval (the user can then go in and approve their Milestone and
thus move the Project forward)
• Security roles prevent another user from completing a Milestone for which they are not
a member of that Responsible team
• Option for automated email alerts to be sent whenever a Project appears in a team’s
Queue

52. Projects (5) – Approvals/Skips
Dynamic DSM contains an advanced Approval Management methodology that is built
directly into the Queue Management system.
• Multiple Approval levels can be configured

53. Projects (5b) – Approvals/Skips
• A User can only complete their assigned Milestone if they are a member of the current
Responsible team
• Once a user has approved a Milestone (for example Approval Level 1), then the Project
will move into the next Milestone (for example Approval Level 2) if the dollar amount
passes a specified threshold (for example $10,000)—otherwise it skips additional
Approval Levels at that point
• In cases where it falls below the threshold and doesn’t require further Approval this
Milestone is not necessary and the following takes place:
• This Milestone’s Actual End date is filled in with the date from the previous
Milestone’s Actual End date
• This Milestone’s Skip field is checked (check box) automatically
• The Project moves forward to the next Milestone—the proper Queue is triggered

54. Projects (6) – Summary Fields
Dynamic DSM contains numerous Summary fields so the User can easily ascertain the
current progress as well as the pending steps for each Project.
• Current Phase (Pre-Commit, Committed, Installed, Completed, Discontinued)
• Completed Milestone and Pending Milestone
• Target Date for the Pending Milestone (which allows users to easily create reports to
show any overdue Projects)
• Responsible team
When Milestones move forward, many of these fields will be automatically updated:
Project Status, Pending Milestone, Responsible, Pending Milestone Actual Start, and
Pending Milestone Target End.
Cost Cap: This field indicates whether or not this Project has a Cost Cap.

55. Projects (7) – Measure Fields
Dynamic DSM contains numerous Measure Summary fields so the User can easily see at all
times the current progress as well as the pending steps for each Project.
• Current Phase (Pre-Commit, Committed, Installed)
• Measure Summary data
• Savings kWh, Savings KW, Savings thm, Savings CCF
• Incentive Total
• Project Costs
• Incremental Installed Costs
The Measure Summary fields are not editable; they contain summed data from related
Measures. Rollups for Measures contain Pre-Commit, Committed and Installed data.

56. Projects (8) – Adding Measures
Dynamic DSM allows users to easily add unlimited number of Measures to each Project.
These measures must first be uploaded into the Measure Templates.

57. Projects (8b) –Add Measures Quickly
Dynamic DSM provides an Inline Editor for Measures. The idea is to avoid having to open
up the Measure screen, edit, and hit Save and Close.
• Users can add Multiple Measures with the click of a button
• Measures can be quickly selected by entering the number or hitting the selector button
• Users can edit the required fields within the grid view (similar to editing in Excel)
• Most importantly, once a user is within this screen, they can use keyboard strokes
throughout the process of adding measures - without ever touching the mouse again
• In this way, users can easily add up to 6 Measures per minute. The entire process is
extremely fast and therefore useful for programs with high volume

58. Projects (9) –Reporting Fields
Dynamic DSM contains numerous Reporting fields so the User can easily see at all times
the current KPIs and thus easily create their own reports.
• The main purpose of these fields is to provide quick insight into each project as well as
be able to quickly create Project reports without being forced to aggregate data from
the Measure level or Financials level
• There are currently over such 25 fields

59. Projects (10) –Detailed Job Cost Summary
Dynamic DSM allows users to create detailed Project Cost reports
• Project based
• Measure based
• Trade Ally based

60. Projects (11) – Site Fields
Dynamic DSM contains a view of Site and Company Information
• Site data of the parent Site for each company is displayed
• These fields are read only and cannot be edited from the Project Record
• These fields can be included in Project level reports
• These fields are viewed in iFrame format and can thus be edited by an
Administrator/Developer

61. Projects (12) – Record Wall
Each Project record contains a Record Wall where the latest information and most relevant
(as defined by the administrator) data can be auto-updated and easily found.
Any user can “follow” a
record and thus have this
Project appear on their
own “What’s New” wall
– similar to viewing a
Facebook “Status Update”
wall.

62. Projects (13) – Random Inspections
At times Random Inspections are required. Dynamic DSM provides the ability to assign and
complete Random Inspections.
• Assigned Date
• Completed Date
• Completed By
• Result (Drop Down list: Pass, Fail)

63. Projects (14) – On Hold
At times, Projects need to be placed On Hold. Dynamic DSM provides the ability to
temporarily place a Project On Hold.
• Checking this box changes the Status of the Project to “On Hold”
• To remove a project from “On Hold”, the user must simply update a Milestone
Other Projects need to be Discontinued.
• When discontinuing a Project, the user is required to select a reason from the drop
down list
• The Discontinued Date automatically populates once the reason is selected
• The user can also enter comments/notes regarding the discontinuation

64. Projects (15) – Project Numbering
Dynamic DSM is able to provide multiple options for numbering Projects
• The customer has flexibility in choosing how to number projects
• The typical method is to concatenate the following:
• Auto-incrementing a numeric value
• First initial of the Program Type
• First 20 letters of the Site

65. Project (16) – Key Contacts
Dynamic DSM provides several special Contact relationships for each Project.
When a Project is created from a Site record, the Primary Contact copies over from Site.
The user is able to add this contact’s information (incl. Phone, Address, Email, etc.) to a
Project level report.
When a Trade Ally Contact is selected, the Trade Ally (company) field is populated by the
Company record related to that Trade Ally contact. The Trade Ally company is then linked
to every associated Measure (unless that particular Measure already has a Trade Ally
association).

66. Features - Measures

67. Measures (1) – Measure Templates
Dynamic DSM provides an entity for Measure Templates. There is no “official” limit to the
number of fields that can be added to each template.
• Measures that are added here can be flagged to automatically appear in the Selection
window (typically new measures are flagged for this selection)
• Measures can also remain in the database as Templates yet be removed from the
Selection process (his is typically done when a Measure is no longer needed for the
upcoming Program Year)
• In those cases, it is advised to keep the old Measure Template for evaluation purposes
yet remove it from the selection window

68. Measures (1b) – Templates (Deemed Data)
Dynamic DSM houses deemed data in the Measure Templates.
• When Projects Measures are created and Measure Templates are selected, the deemed
values in the Measure Templates are copied over from the Template into the live
Measure
• This ensures that the deemed values are properly entered – by avoiding user error

69. Measures (2) – Ability to Add Templates
Dynamic DSM provides the ability for database administrators to add their own Measures.
• A template (Excel format) is provided – and must be filled in by a trained administrator
• Once filled in, the administrator is provided upload permissions
• The entire process is simple, such that an admin can upload a new measure in a matter
of minutes

70. Dynamic DSM contains 4 types of Measure Calculators
The Measure Calculation Type determines three things:
a) Field Security - - i.e. is a field editable or not?
b) Calculation - - i.e. is a field calculated by the system or not?
c) Override - - i.e. can the Savings or Incentive data be overwritten or not?
Since all fields on “O” Measures are manually entered, the user must pay special attention
to filling in the following fields – for reporting purposes:
a) Incentive Electric (Sub-total of all Electric Incentive Amounts)
b) Incentive Gas (Sub-total of all Gas Incentive Amounts)
c) Incentive Total
Measures (3) – Flexible Calculations (SUTO)

71. Measures (4) – Flexible Measure Selection
Dynamic DSM provides multiple ways to select Measures:
• Select the Add New Measure button and Double-Click on the desired Measure Template
• Users can also change the view in order to see a more limited list
• Users can also simply Type in their Measure Number
• Once selected, the Measures auto-populate from the Measure Template.

72. Measures (4b) – Flexible Measure Selection
Dynamic DSM provides a complete view of all Measure Template fields – so that a user can
be completely sure of all field values before selecting a measure.
Select the view “Active Measure Templates ALL COLUMNS”. This allows you to scroll left
and right and view all the fields within the Measure Templates if needed.

73. Measures (5) – Measure Screens & Fields
The Measure screens are very flexible
The user can select the Trade Ally related to a specific Measure. This creates a link to that
Trade Ally—and allows one to go to the Trade Ally and see all Measures linked to it.
Note: If none is selected, then the Project level Trade Ally will auto-populate into this field.

74. Measure Costs provide several options.
• Cost Breakdown – The Total Cost field sums up from the other Cost fields (such as Labor,
Disposal, Equipment, etc.)
• The user is able to manually override the Total Cost field
• The Total Cost field sums up to the Project Summary
• The Incremental Cost field sums up to the Project Incremental Cost field
Measures (6) – Measure Costs

75. Measures (7) – Tracking by Phase
Dynamic DSM breaks all Measure KPI values into 3 phases: Pre-Commit, Committed,
Installed
• When the Project is moved into the Committed Phase, the Measure window
automatically displays the Committed tab, while the Pre-Commit and Installed tabs are
collapsed. The user is now able to edit the Committed data (that has been copied from
the Installed fields)
• The same logic takes place when moving from Committed to Installed
• This allows for the evaluation of Project transition by keeping a snapshot of the values
for each phase

76. Measures (8) – Security
Dynamic DSM provides conditional field level security based on the Project Phase.
Show/Hide functionality is also built into the logic of the system. Users are only shown
relevant data.
• The Committed and Installed data is collapsed when the Project Phase is Pre-Commit.
• The user is able to manually show the Committed and Installed fields by clicking on the
header of each tab
• When the Project moves from Pre-Commit to Committed, (a) the Pre-Commit values get
copied into the Committed fields and (b) the Pre-Commit fields are no longer editable

77. Measures (9) – Manual Override
At times, Projects & Measures need to be manually edited – even after being locked down.
The Skeleton Key function allows specified administrators to make such manual edits.

78. Measures (10) – Reporting Fields (Current)
In order to simplify the creation of Measure level reports, Dynamic DSM contains multiple
reporting fields that represent the current data – regardless of Project Phase. These are
found under “Current Totals” on the Measure screen.

79. Measures (11) – Relationship to Financials
Dynamic DSM is designed to update Financial
records based on Measure totals at specific time
periods in the life cycle of a Project.
• Performance Payment Amounts are triggered
when a Project is “Committed”
• The Committed Performance Payment is
adjusted if necessary – based on NTG
revisions that have taken place after the
Project became “Committed”
• Performance Payment Amounts are triggered
when a Project is “Installed” (Amount factors
in both of the above Amounts)
• The Installed Performance Payment is
adjusted if necessary – based on NTG
revisions that have taken place after the
Project became “Installed”

80. Measures (12) – Relationship to Trade Ally
Dynamic DSM is designed to
allow each Measure to be
related to a Trade Ally. The
Trade Ally can be selected in
one of two ways.
• Copied over from Trade Ally
selection on the Project
• Manually selected at the
Measure level.
In this way, different Measures
on a Project can rollup to
different Trade Ally records.

81. Measures (13) – Editable Grid
One of the most highly requested features has been an Editable Subgrid for Measures – on
the Projects screen.
Not only do we have this, it can be managed exclusively via Keyboard Clicks (rather than
requiring additional Mouse Clicks throughout). The goal of this feature is to increase the
speed (and reduce the time) for data entry. Features include:
• Grouping of Header fields by Category
• Immediate update of screen data based on calculations
• Automatic resorting of Fields based on Phase (For example, the screen below shows the
3. Installed fields BECAUSE my current project phase is 3. Installed).
• Numerous time-saving Keyboard shortcuts

82. Features - Financials

83. Financials (1) – Related to Projects
Dynamic DSM contains a flexible Financial module – as a sub-entity to each Project. These
Financial records will roll up to the following records:
• Site of the Project
• Parent Company of the Project
• Trade Ally of the Project
There are multiple Financial Types and Disbursement Types

84. Financials (2) – Screen & Fields
Dynamic DSM contains a flexible set of Financial Stages as well as Financial data and Payee
info.

85. Financials (3) – Payee
Dynamic DSM provides the ability to select and relate the Payee. This takes a snapshot of
current Payee data and copies it to the Financial record. To select a payee, hit the button
“Who Gets Paid”.
• Users have 3 options to select for “Who Gets Paid”:
Customer, Trade Ally, and [Customizable]
• If you select Trade Ally or Customer, you will need to hit the selector button in order to
choose the specific record
• Once selected, the Payee Information fields on the Financial will be auto-populated from
this selected record
• Payee Information is used for the Check Request file that gets sent to the financial
institution (i.e. Citibank)

86. Financials (4) – Calculated Incentive
The Calculated Incentive Amount field is not editable. It is determined by a formula that
factors in the “moving target” of NTG (net-to-gross) values. If a Financial is calculated on the
basis of the previous year’s NTG, and the NTG has an increase this year, then an adjustment
payment may be required to cover the difference.
The user must manually enter the Actual Incentive Amount in order for a payment to occur.
The Calculated Amount Data tab contains more detailed information such as Program Year
and NTG rate.

87. Financials (5) – Financial Stages
Financials are built on a flexible set of Stages with the following fields:
• Stage Name
• Target Start Date
• Actual Start Date
• Target End Date
• Duration
• Actual End Date

88. Financials (6) – Check Request File
The Check Request File can be generated from the system. Currently, the user goes through
the following steps:
• Each Financial must have a specific set of criteria fulfilled
• Users can then view the Check Request view in Dynamic DSM and export this to Excel
• Users then apply the Dynamic DSM macro to produce the desired report
• The format of the report is TXT Fixed Width
• The user uploads the file to Citibank

89. Financials (7) – Project Completion
In Dynamic DSM, Projects are completed from the associated Financial records.
• Although a Project can contain numerous Financials, only a pre-designated Financial
provides the ability to complete a Project
• The Milestone Track determines which Financial completes a Project
• Only specified users have the permission to complete Projects
• Completing a Project results in a number of Fields being automatically locked to preserve
data integrity

90. Financials (8) – Detailed Payment Tracking
Because all the fields are properly placed, users are able to create detailed Payment Tracking
Reports as needed:
• Invoices
• Payments
• By Disbursement Type

91. Financials (9) – Editable Grid
The editable Subgrid for Financials can be managed exclusively via Keyboard Clicks (rather
than requiring additional Mouse Clicks throughout). The goal of this feature is to increase
the speed (and reduce the time) for data entry. Features include:
• Grouping of Header fields by Category (e.g. 1. Check Requested)
• Immediate update of screen data based on calculations
• Automatic resorting of Fields based on Stage
• Numerous time-saving Keyboard shortcuts

92. Features - Contacts

93. Contact Management – Overview
Dynamic DSM provides the ability to easily manage contacts
• Completely customized Contact module
• Fully functional CRM Contact Management
• Mobile integration
• Email tracking to contact records
• Contact Sync with Outlook
• Relationships between Contacts & Companies
• Relationships between Contacts & Trade Allies
• Ability to link Contacts to Projects and Sites
• Ability to create multiple, filtered Contact views
• Ability to share multiple , filtered Contact views

94. Features – Data Integration

95. Data Migration
Dynamic DSM leverages the #1 data migration tool, SCRIBE.
• Choice of Online or On-Premise
• Broad portfolio of Connectors.
• Real-Time vs One-Time
• Open Connectivity
• Template Model
• Data processing workflow
• Source queries/filters
• Field Transformation
• Duplicate detection
• Secure Data

96. Data Synchronization / Integration
Dynamic DSM is able to synchronize data with numerous other systems:
• SAP
• ERP & CRM platforms
• Excel, CSV, etc.
Dynamic DSM leverages the #1 data integration tool, SCRIBE.
This allows for extensive flexibility and scalability.
• Open Connectivity
• Template Model
• Data processing rules/logic/workflow
• Source queries/filters
• Field Transformation
• Duplicate detection
• Real-Time vs Scheduled vs Batched

97. Data Integration with Dynamics Products
The Connector for Microsoft Dynamics is an integration solution that is targeted specifically
at the Microsoft Dynamics family of products, and can integrate data between Microsoft
Dynamics CRM and other Microsoft Dynamics ERP databases. This tool is intended for an
implementation where Microsoft Dynamics CRM is used to perform sales and marketing
activities, and where the Microsoft Dynamics ERP system is used to perform accounting
functions.
Dynamic DSM is thus able to synchronize data with:
• Microsoft Dynamics AX
• Microsoft Dynamics GP
• Microsoft Dynamics NAV
• Microsoft Dynamics SL
• Microsoft Dynamics CRM

98. Data Updates from External Systems
Dynamic DSM is able to easily perform daily updates from external systems.
Typical synchronization methodology is to (a) regularly update predetermined fields and
then (b) allow the user to choose if this data is “better” than the existing data in the system.
• Nightly batch update (from SAP, for example)
• This data updates the “SAP” fields in the system
• The users sees both the system fields AND the “SAP” fields
• The user is able to easily see which fields are different
(because the system flags the differences via field color)
• The user has the option to hit the button “Update from Source”
• This will then overwrite the system data

99. SharePoint Integration
Dynamic DSM provides the ability for users to integrate with SharePoint. In 2014 Microsoft
greatly simplified the integration between CRM Online and SharePoint Online managed
within Microsoft Dynamics CRM Online. Customers of Dynamics CRM Online and
SharePoint Online will no longer need to install and configure the CRM List Component to
enable the Document Management integration. An Alert is shown in CRM notifying CRM
Administrators when Server-based SharePoint Integration is not enabled (similar to Outlook
Client install notification).

100. Microsoft Integration
Dynamic DSM provides extensive Microsoft Office integration options.

101. HPXML Integration
Dynamic DSM provides the ability to upload data from HPXML format into the system.

102. Features – Portal

103. Customer Portal
Dynamic DSM allows for customers to access the system via our Web Portal:
• Login via URL, Username, Password
• Access security configurable by Customer Type (read only, edit, etc.)
• Typically Companies can access their own records in read-only mode in order to view the
progress of their projects and payments
• Ability to initiate potential Projects

104. Trade Ally Portal (1) – Access
Dynamic DSM allows for Trade Allies to access the system via our web portal
• Login via URL, username, password
• Access security configurable by Customer Type (read only, edit, etc.)
• Typically Trade Allies can access their own records in read-only mode in order to view the
progress of their projects and payments

105. Trade Ally Portal (2) – Filters
Dynamic DSM allows for Trade Allies to Filter to specific Projects in order to view just the
data from that project.

106. Trade Ally Portal (3) – Projects
Dynamic DSM allows for Trade Allies to manage Projects as needed
• Ability to create/initiate Projects via File Upload
• Ability to add Measures to Projects via File Upload
• Ability to approve Milestones or notify the Project Coordinator of Milestone completion
• Ability to view scheduled tasks and assignments
• Alert Notifications can be auto-sent to Trade Allies when specified criteria is triggered

107. Features – General Usage

108. Screen Sub-Grids Include Charts
Each sub-grid view in Dynamic DSM (located on a record form) can also display charts.
• Predefined Reports can be loaded as Chart options and then be selected
• Charts can be added to sub-grids on all entities including Companies, Trade Allies, Sites,
Projects, Activities, Contacts, Measures, Financials, Milestones

109. Conditional Formatting of Sub-Grids
Dynamic DSM allows users to define conditional formatting rules to highlight important
KPIs. Here are several examples:
• Highlight all Measures of Type 102040 – in Blue
• Highlight all Projects where the current Milestone is overdue – in Red
• Highlight all Measures where the Cost is above $10,000 – in Green
• Highlight the Current Milestone in the Grid – in Yellow
• Highlight all Measures that have been updated and are not saved yet – in Red
• Coloring Measures by Program Type
• NOTE: OOTB sub-grids do not contain advanced features.

110. Notes
Dynamic DSM provides the ability to create Notes for each record on every entity. Each
Note also captures the following information:
• User Name
• Date and Time of the Note
Users cannot delete Notes. Only Administrators have access to do this.

111. Entity/Module Searching
Dynamic DSM provides the ability to easily search for and find the data you are looking for.
In your Workplace, select the module or entity. Then enter the Search value in the Quick
Find field (upper right) and hit Enter (or select the Magnifying Glass icon).
Users can search by the “starts with” function or also the “contains” (use * as the wildcard).
Any field for that module can be added to the Search Box index. If the user needs to
frequently search by Postal Code, for example, the administrator can add this field to the
search index.

112. Universal Search
Dynamic DSM
provides a
Universal Search
function.
Users can search
in a single
window for
records across
multiple entities.

113. Recently Viewed Records
In the Navigation Popup,
users access a list of
recently viewed records
and views.
Users can then select the
Recently Visited icon.

114. List Views (1) – Easily Managed
Each list view contains many options in the interface:
• Delete Only specified users can delete records
• Connect Users can add Connections to other records & entities
• Add to Queue & Assign Users can place a record in their Queue or assign to another
• Share Users can share records they have access to with other users
• Email a Link Users can email links of records to other users.
• Follow/Un-follow Users can follow or un-follow desired records
• Import data Users can import new records (depending on permissions)
• Export to Excel Users can export the data to Excel (depending on permissions)
• Filter Users can filter the list view (similar to Excel filters)
• Advanced Find Users can search for records with Boolean search functionality

115. List Views (2) – Easily Personalized
In each list view, users have the
option to choose a specific
view and set this as their
default view.
Users can create their own
Personal Views by selecting
New Personal View. They will
see a new window that allows
them to select which view will
be the basis for the new view.
Users can then change the
filter attributes and sort order,
edit the columns and save the
new personal view.

116. List Views (3) – Easily Customized
Each List View can be customized so that the columns meet the requirements. Users can
Add Columns, Remove Columns, Move Columns and change default widths of columns.
To add a column from another Entity/Module, select Add Columns, select the module in the
drop-down list on top of the Window and begin selecting fields.

117. Document Management
Dynamic DSM provides the ability for users to upload and download documents and attach
these to various types of records in the system.
Only Managers with specified permissions have the ability to delete these documents.

118. Activity Management & Calendar
Dynamic DSM provides
the ability to associate
activities to any record
in the system.
These activities can
then be synchronized
with Microsoft
Outlook.
Each activity is
considered Open or
Closed (i.e. history).

119. Calendar Features
Dynamic DSM provides
availability views within
the Outlook framework.
Calendars and Tasks can
be synchronized between
Outlook and Dynamic
DSM.

120. Connections
Dynamic DSM provides the ability
to associate any record in the
database with another record.
These “Connections” include the
ability to define the relationship.
When defined, the Connection
options are filtered to predefined
entities/record options.

121. Email Notifications
Users can be configured to receive
Alerts when an item appears in
their Queue or when a task is
assigned to them.
Contacts can also be configured to
receive Alerts when a specified
event is triggered.

122. Issues Tracking (Trouble Tickets)
Users of Dynamic DSM are able to log and track
Issues/Cases within Dynamic DSM.
• Track Issues for Customers/Partners
• Flexible, Configurable and Workflow driven
• Communication for Cases can be managed via
(a) calls (b) emails (c) our Portal
• Cases can be assigned to (a) Users or (b) Teams
• Management Reports to alert regarding Status
• Management Reports regarding Success Ratios

123. Features – Security

124. Auditing and System Tracking
Dynamic DSM provides auditing for every record and even down to each field in the
system. Field-level auditing provides the following information:
• Field Name
• Previous Value
• New Value
• User who performed the updates
• Date and Time of the update
Additionally, user access is audited within the system.

125. Security Roles and Teams
Dynamic DSM provides endless flexibility for configuring security access.
• Security Roles
• By Field
• By Module
• Security Teams
• Territories
• Teams
• Business Units
• Data segregation

126. Security (Risk & Compliance)
Dynamic DSM contains multiple layers of Security:
• Configurable strong password rules
• Role-Based access controls
• Granular permission assignment
• User-based field-level security (system-wide)
• Data-based field-level security (conditional based on specific record criteria)
• Milestone user security
• Approval level security
• Field Auditing – tracking which user made what changes at what time (configurable for
each Entity and each individual field)

127. Security (Managed Solutions)
Microsoft Dynamics CRM allows users to create and test features thoroughly in a
Development environment and then move a “Solution Package” into the Production
environment after it has passed all tests. This helps manage risk.

128. Security (Additional Options)
Dynamic DSM multiple options for additional security:
• Ability to host on premise behind a Firewall
• Option to limit access to VPN
• Option to limit logins to Remote Desktop (RDP) or Terminal Service
• Option to limit the IP addresses allowed to access
• SFTP

129. Features – Additional
DSM & EE Features

130. Data Validation (1) – Avoid Human Error
Dynamic DSM has data validation built into the entire system. Types of data validation
include (a) “Are You Sure” buttons (b) predetermined Drop-Down Lists (c) predetermined
Lookup options (d) Date Limitations (e) Copy Data buttons (f) Error popup messages, etc…
Examples Include:
Companies
• “Same As Company” button reduces
keystrokes and copy errors
Trade Allies
• Relating to Projects/Measures
Sites
• Button to create Projects from a Site
• Button “Update Account Number”
updates many entities
Projects
• Must be created from a Site
• Numerous Reporting fields (uneditable)
• Selecting Payees, copies info (Error if not
enough information)
• Required fields
Financials
• Sequential dates required for each stage
• Cannot start financial without valid data
such as Payee Information

131. Data Validation (2) – Avoid Human Error
Milestones (continued)
• Skips
• Skipping is only permitted for
Milestones with matching logic
• Moving backwards
• Can be rolled back if necessary,
recalculation of active milestone
and responsible
• Ability to make numerous fields
uneditable
Milestones
• Date Validation
• Dates must be sequential
• Actual dates cannot be in the
future
• Permissions
• Only the correct security role is
allowed to edit specific milestones
• Approvals
• Approval Levels based on
predetermined $ threshold
• Approvals auto-skipped by system
when unnecessary
• Automatic assignment of Approval
requirement – by user role

132. Data Validation (3) – Avoid Human Error
Measures
• OCI (show/hide per phase)
• Copying data automatically from
Pre-Commit to Committee to Installed
• Relating to Trade Allies
• Pulling data from Templates
• “Snapshot” of data rather than just
relating a Template
• Required fields
Milestone Updater
• This reflects the same data validation
that is found in manual updating
Automated Measure Uploader
• The uploader reflects the validation
found in manual measure creation
Automated Project Uploader
• Deduplication against existing Accounts
and against existing Sites
• The uploader reflects the validation
found in manual measure creation
Microsoft Dynamic CRM
• Field Auditing
• Use of Field Types (Date vs Text vs
Numerical)
• Phone Formatting
• Limiting options via Drop-Downs and
Relate Field selectors
• Roles (Who has access to specific
entities/records/territories/etc…)
• Teams (Who has access to certain
records)

133. Templates - Foundation
Dynamic DSM is built with Templates in mind. The idea is to replace Custom Coding with
Template creation.
In this way, when a new type of Deemed Measure is needed, the user is able to create the
template in the System (or upload an excel sheet)
Templates are used for
• Projects
• Measures
• Financials
• Milestones

134. Tracking both Studies & Projects
Because of the flexible Project Template system, Dynamic DSM is able to easily track
different kinds of applications – including Studies and Projects.
• In both cases, multiple Measures can be
associated with the master record.
• In both cases, various types of Financials
can be associated with the master record.
• Reporting is able to easily filter to show
either both or just one of these record
types.
If needed, Projects can also simply include a
“Study Phase” near the beginning of the
Project. If the Study is then “converted”, then
the Project can be continued.

135. Data Warehouse
The Microsoft Dynamics CRM platform is robust and can function as a Data Warehouse and
reporting platform for consolidating data from multiple programs and systems.
• A separate Microsoft Dynamics CRM database would function as the Data Warehouse for
consolidating information from multiple systems and from multiple EE programs (if these
are being managed by other systems)
• Scribe functions as the integration platform for bringing data together on a scheduled
and consistent basis
• CRM = Reporting Platform

136. Project Groups & Multi-Site Projects
The “Project Groups” features allows users
to group multiple projects together.
Each Project Group can contain multiple
Projects and multiple Sites
There are currently two types of Project
Groups
• Multi-Site
• Advice (Similar to Studies)

137. Milestone Updater (Project Batch)
Dynamic DSM allows users to select multiple Projects and move them through the
Milestone Track all at once.
• User navigates to his Queue/Dashboard/List
• User is presented with a list of Projects.
• User selects Projects individually or via “Select All” button.
• User hits “Update” button
• All Projects are then moved
forward one Milestone
• All Project workflow runs
• All Projects are moved into new
Queues/Lists

138. Excel Upload Tool-Projects/Measures
Dynamic DSM is able to upload Project data from predefined Excel sheets
• User logs into the Portal
• The system verifies if the Site already exists
• Creates a Site (or matches to an existing Site)
• Creates a Project
• Creates a Milestone Track
• Creates associated Measures
• Creates associated Financials
• Updates applicable reporting fields

139. Caps – Site, Project, Measure
Dynamic DSM allows users to define and track Caps for Sites, Projects and Measures
• Define the Cap amount for the Site record
• Define the Cap amount for the Project record
• Define the Cap amount for the Measure record
• Define the Alert Threshold for each record (i.e. 75% of the Cap amount)
• Show on each record how close a Site, Project or Measure is to its Cap
• Show on a report which records are at or above their Cap
• Show on a report which records are at or above their Threshold

140. Online Customer Application Upload
Dynamic DSM is able to manage online applications:
• User logs into our Portal or submits via website
• User submits/uploads the form (Online HTML Web Form)
• Validates address (if required)
• Creates a Site (if it doesn’t exist)
• Creates a Project
• Creates Measures
• Creates Financials
• Updates Milestones
• Relates to the Trade Ally
• Places in appropriate Users Queue
• Triggers Approvals
• Sends email responses as needed

141. Address Validation
Dynamic DSM is able to manage Address Validation
• Data is verified against an Address Validation service (small monthly fee < $100)
• Potential service partners include SmartyStreets.com, ServiceObjects.com, etc.
• Data can be easily synchronized and verified against a Utility database (assuming there is
access)

142. Prequalification Questionnaire
Dynamic DSM is able to send out and track responses of Surveys and Questionnaires
• Surveys can be created and easily distributed to a selected Target List of Accounts or
Contacts
• Once filled out, surveys can
auto-update the system
• Once the system is updated,
further tasks can be automated
• Automatic Emails
• Automatic Tasks for users
• Anything else needed…

143. Scheduling & Dispatching Module
Users of Dynamic DSM are able to schedule and dispatch individuals and teams to Sites.
• Activities can be associated with Companies, Sites, Projects, or Contacts
• Multiple Resources can be included/filtered
• Scheduling can be done for exact times or for time ranges
• Availability for Individuals and Sites can be evaluated to prevent double-booking
• Coordination via iPad/Mobile
• Coordination with Inventory management

144. Pre-Audit Report
Dynamic DSM is able to generate custom reports that can be used when visiting clients

145. Action Plan Report
Dynamic DSM is able to generate customized Action Plan reports that can be automatically
provided to customers with recommendations for Next Steps and Savings.

146. Inventory Tracking (for Service/HEC)
Users are able to track Inventory within Dynamic DSM. Service Teams (e.g. HEC - Home
Energy Consultation) can “check out” items (e.g. 100 light bulbs) before visiting a customer.
They then implement 40 of them and return 60 to the inventory at the end of the day. All
100 are accounted for in the system.

147. Features – Business
Development

148. Business Development – Process Flow
Dynamic DSM leverages the “Business Process Flow” built into Microsoft Dynamics CRM
and thus supports the pipeline processes for business development staff.
• Automatically move from Leads to Opportunities to New Projects to Committed Projects
to Installed Projects to Financials to Completed Projects.
• Simple processes such as adding notes, updating fields, and flagging records
• Complex processes such as creating pre-projects with target savings and incentive
amounts
• Lead tracking and alerts
• Auto assignment by rules/territory
• Mobile/iPad access

149. Business Development - Scripts
Dynamic DSM provides the ability to generate and implement custom Dialog Scripts.
• Call Center users are able to follow a flow of conversation by answering questions –
which lead to more questions that are relevant to the previous questions
• Dialog scripts have conditional logic based on customer responses

150. Business Development - Telephony
Dynamic DSM provides Telephony Integration with most phone systems
• Telephone system independence with a wide range of telephone system compatibilities;
including Avaya, Cisco, etc..
• Automatic recording of telephone call statistics
• In-Screen CRM Side Panel
• Click to Call
• Call wrap-up Notes/Activities
• Automatic logging of call history
• On-screen call display (soft-phone)
• Multiple telephone call support
• In-call note capture capability
• Identify callers automatically

151. Business Development – Google Maps
Dynamic DSM is able to integrate Google Maps and easily perform API tasks made available
via the API. The system is able to automatically perform the following tasks and more:
• Place an address on a map
• Place multiple addresses on a map
• Calculate driving directions
• Generate Mileage Costs for individuals
performing onsite tasks

152. Business Development – DnB Integration
Dynamic DSM is able to integrate with Dunn and Bradstreet and allow users to enrich their
Account data as well as add multiple contacts that belong to that Account.
• Turn-key solution for Microsoft
Dynamics, SAP, and Oracle
CRM systems
• See new opportunities first
with a single, complete view of
customers and prospects
• Find better prospects with
targeted list building tools
• Get relevant news, social
media, contacts, financials and
more right inside your CRM
• Keep your information fresh
with hands-free batch updates

153. Dynamic DSM includes Social Insights (by Inside View). This allows users to click on any
Account record and update the data from the massively detailed Inside View database.
• Email addresses and phone numbers
• Millions of company/contact profiles
• Financials, family trees, and industry profiles
• One-click data sync into CRM
• Breaking news (e.g. leadership changes)
• Social buzz for target companies
(blogs, Facebook, Twitter)
• Social profiles for decision makers
(LinkedIn, Facebook, Twitter)
• Aggregate personal connections from
Outlook, LinkedIn, and Facebook
• Connection sharing (access all co-workers’ connections privately and securely)
Business Development – Social Insights

154. Business Development – Events
Dynamic DSM is able to manage events. We have created a partnership with ZAP Event and
are able to therefore provide all the key features required for Event Management.

155. Quotes/Proposals/Orders/Invoices
Dynamic DSM Users are able to design Quote/Proposal templates and implement these as
needed. Design roadmap includes integration with accounting systems.

156. Features – Mobile

157. Online Mobile Access (1)
Dynamic DSM Users are able access data via their Mobile device and update pre-specified
data. The Mobile interface is customizable and can include all desired modules.

158. Offline Mobile Access (2)
Offline Access for Mobile Dynamic DSM Users has been developed and is currently being
fine tuned. For example, Service Teams will be able to go onsite and log Site, Project and
Measure data regardless of wireless access. Then when they are back online, the system will
automatically initiate the synchronization of data. The Mobile interface is customizable and
can include all desired modules.

159. Features – Marketing

160. Marketing – Campaign Management
Dynamic DSM provides Campaign Management features. The new Drag and drop visual
Campaign Designer makes it easy for marketers to create multi-channel campaigns integrated
with email marketing and social channels so you can generate highly qualified leads.
• Marketing Lists
(strategic Segmentation)
• Campaign data
(start, end, costs, etc.)
• Email goals
• Results tracking
(ROI of campaign)

161. Marketing – Mail Merge
Dynamic DSM provides Mail Merge functionality with custom fields
• Merge to Word Documents
• Merge to PDF Documents

162. Marketing – Email Blasting
Dynamic DSM provides Mass Email
• Creation of Templates
• Sending of Emails
• Tracking of Opens
• Tracking of Clicks
• Tracking of Click-throughs
• Tracking of URLs

163. Marketing – SMS Notifications
Dynamic DSM provides the ability to send notifications to users and contacts via SMS
• Creation of SMS Templates
• Sending of SMS messages
• Sending of SMS blasts

164. Marketing – Website Monitoring
Dynamic DSM provides the ability to track which Leads, Contacts, Accounts have been
visiting the website. Marketing Managers can see who has been clicking around. Other KPIs
include:
• How often have they clicked
• How many pages
• How much time spent
• What was their most recent activity.
Lead Scoring
• Each Lead is scored automatically
• If the score is high enough, an automatic email notification gets sent to a representative

165. Appendix – Reporting

166. Reports – Queues (Items Available)

167. Reports – Queues List (Engineer)

168. Reports – Queues List (Proj. Coordinator)

169. Reports – Queues (Payment Approval)

170. Reports – Open Inspections (Pre & Post)

171. Reports – Companies (multiple views)

172. Reports – Measures (by Project Status)

173. Reports – Financials (by Project Status)

174. Reports – Projects by Milestone

175. Reports – Projects by Program