Demonstrating the power and flexibility of the Microsoft Dynamics CRM platform, this guide shows you how to: Find your work areas in xRM4NDIS Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings Enter data quickly and easily Place calls, send email and take notes Check the disabilities, support needs, recent assessments and incidents of a client Explore the resource planning, budget planning, time tracking, approval and invoicing manager features And get up and running quickly with Microsoft CRM/xRM4NDIS – extended Relationship Management for disability service providers

1. Here are some tips to help you get
started with common tasks.

2. Welcome to Microsoft CRM/xRM4NDIS 2016
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3. Using the nav bar

4. Select your work area

5. Checkout your dashboards

6. Look for records

7. Find your contacts

8. View your contacts in a list

9. See more contact details

10. Click or tap to connect

11. Add notes about a contact

12. Create a new enquiry

13. Enter new enquiry details

14. Find organisation records

15. View organisations in a list

16. See more organisation details

17. Pick up where you left off

18. Find your assessments

19. View your assessments in a list

20. See more assessment details

21. View your incidents

22. View incidents in a list

23. View support plans in a list

24. See more support plan details

26. Time & Attendance (Fast Tracking)

27. Tracking Manager

28. Resource Assignment

29. Resource Planning

30. Workload (1)

31. Workload (2)

32. Controlling Manager

33. Project Gantt

34. Thank you!
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