Home

CRM Project - The Manual

image

Contents

1. 9 3 1 Time Entry with New button To create a new entry click on the New button located on the left hand side of the menu 1 A new time entry line will be created in the grid the item also appears in the calendar view 2 Now you are able to edit the start end time and or duration create a new title and if necessary add a short description You can use the look up button to select the Regarding item After selecting the button you can search for the appropriate regarding record via the CRM look up mask To complete your time entry click on the diskette icon in the second column of the grid The time is now recorded and the line will be greyed out To view an item in CRM use the calendar icon in the first column To delete a record click on the Delete icon in the third column CRM Project Rollup 16 and higher 62 149 CRM Project 9 3 2 Time Entry with the stopwatch To track your current tasks use the stopwatch or Timer in the upper menu 2 To create a new entry click on Record the new item and appropriate blue colored item will be created in the grid As with other time entries you need to fill out the information related to the record
2. aa Run Start Run Import Advanced Fast Time X Delete a aj E maila Link Workflow Dialog Report Data Find Entry Records Collaborate Process Data Projects Projects fa Re Projects All Active Projects Search for records p cone i T Title Internal Status Reason Progress Billing Risk Priority Actual MD MD Projected Z Real Start Endprojectece lt F E ABK CRM Einf hrung Frankfurt Processing 61 75 Time amp Material Low High 46 93750 76 00000 5 2 2011 8 19 2011 ab Gantt B Resource Utilization BAG PS CRM Einf hrung Planning 8 59 Time amp Material 2 78125 32 00000 6 2 2011 6 30 2011 a A j Team Calendar BL DB Project CRM Impementation Planning 8 59 Time amp Material Medium 2 75000 32 00000 6 2 2011 6 30 2011 a Fl Orders BU Project Management Implementation Processing Time amp Material Medi Medium 0 00000 23 00000 6 30 2011 s E Timesheets E Contaso CRM Implementation Planning Fixed Price High 0 00000 55 00000 3 8 2011 12 11 2011 g LE Accounts E Contaso Development International Processing 8 82 Fixed Price Low 15 00000 190 00000 1 5 2011 10 31 2011 J 84 5 oS Honag intern Server Update Europe Processing 0 00 No Low Low 0 00000 10 00000 6 18 2011 F oals Support Honag intern Server Update USA Processing 0 00 No Low Low 0 00000 10 00000 6 17 2011 o a 4 Individual IE E iOne CRM Implementation Asia Planning Fixed Price High 0 00000 55 00000
3. Inherit responsibility You are able to choose whether the responsibility is inherited or not after changes for a project node The default standard is Yes Calculate Progress automatically Use this setting to specify whether the project progress is automatically filled as a percentage see field Progress by the system or whether the information is entered manually by the person in charge of the project Consider HR Budget This setting is only available on the topmost level of every project You can use this button to control whether the budgets entered manually are used to calculate budgeting or whether the scheduled resources are included in budgeting via the cost rates kept there Please refer to section 6 4 for more on the topic of budgeting Forecast Calculation Revenue can be calculated depending on the option in this field see section 5 1 8 Use the By Activities option to calculate revenue based on activities scheduled for project nodes In this case projected but still open activities are represented as Pending MDs see section 5 1 4 2 When using the By Planning Table option work assigned to the project members via Planning Table is considered If you don t want to calculate revenue at all set the option to Off Last manually calculated on The date and time of the last manual calculation by button Calculate on the ribbon bar is set in this field This
4. Or increase the billable work if your employees are quicker than planned or if there is additional cost in the project due to different circumstances e g night work Here too you have the option in the printed timesheet to show your customer the difference or not CRM Project Rollup 16 and higher 110 149 CRM Project 12 2 3 Printing the timesheet for the customer A report is available in Microsoft CRM to print and or save the timesheet for the customer This report can be tailored to your own corporate identity and or modified in terms of presentation and layout On opening the timesheet you will find various options to customize the columns of the report Simply toggle the buttons yes no for the information you require to be shown on the report You can find it on the timesheet record under run report Timesheet i0ne CRM Impl NY 2011 05 Microsoft Dynamics CRM Windows Internet Explorer did Microsoft Dynamics CRM Paul Morrison Timesheet Customize Honag TE Save amp New jal Sharing Follow ml lal led 24 Deacti ink g G ig Deactivate HA Copy a Link gt Unfollow Save Saved Assign Run Start Cose X Delete E mail a Link Workflow Dialog Save Collaborate Process Run on Current Record Zlazi Timesheets r id Timesheet iOne CRM Impl NY 2011 05 EE ene ae 4 General EL Please use the Billing Fu
5. Substitute selection when creating a request Substitution process whereby the user selected approves accepts their role as substitute Supervisor manager vacation approval HR approval and vacation system entry After the vacation substitute has been confirmed approved by superior manager and by HR the vacation days are automatically deducted from the employee s remaining days of leave or added in the case of compensational time off Employees responsible for certain roles such as Manager and Head of HR are defined in the user settings Note Role CRM Project CRM Project Absence Submitter is required to use the request for leave function Note When you re requesting leave for less than a day the time away from work must be entered For example for a standard 8 00am to 4pm 16 00 work day a half vacation day in the morning will be entered as 8 00am to 12 00pm 8 1 2 2 Absence Administration Illness public holidays and business closures can all be managed centrally here by the HR department Role CRM Project HR Manager is required for access to this area CRM Project Rollup 16 and higher 50 149 CRM Project Settings Absence Administration Microsoft Dynamics CRM Windows Internet Explorer Oj x i Microsoft Dynamics CRM Pani Morison S garag B New New Import Advanced Fast Time xRM1 Employee Activity Record Data Find Entry Cockpit New Tools Projects Settings fh
6. 5 1 2 2 Internal information Internal Information Title internal Ident Number Status Reason Planning Owner amp Paul Morrison al Level Project Billing ka Parent Project Sl Priority sv Risk iv Part Division Sl Classification IM Code Title Internal The title of the project node used mainly for internal communication within the project or subproject This can correspond with the Title Customer but can also contain only the project s cost center number for example Note This title is used for all lookup fields and views within the project s structure Make this title as unique as possible e g containing customer project Ident Number Unique consecutive numbering of all project nodes Status Reason The status reason Planning Processing and Template in Progress are available for an active project status The status reasons Completed Cancelled Interrupted Template Draft and Template Approved are available for an inactive project status Information on creating and completing projects can be found in Sections 2 and 13 Owner User within the organization who is responsible for this project node This person is usually the project manager Level The type of project node is defined with the level Please refer to Section 2 2 for more information on using levels Billing Define here if the project node can be billed and whether billing is then by fixed price time amp material or
7. Aii Microsoft Dynamics CRM Paul Morrison File Order Add Customize Honag A j ich Save amp New Fulfill Order amp Get Products eN 2 RA Sharing A El Ps Delete E Cancel Order d Lock Pricing Pr Copy a Link Save Save amp Create Connect Assign Run Start Run Close Invoice fk Recalculate i Look Up Address a E mail a Link Workflow Dialog Report Save Actions Collaborate Process Data Information Order Orders ti PF General iOne CRM Implementation M Shipping fr Addresses General ta M Administration n L Notes Name lione CRM Implementation Project Management Order ID ORD 01001 RN3B3 Currency US Dollar al Related Customer gt iOne corporation Inc A Price List America Default Price Lit A Common Totals h Products Detail Amount 95 801 50 Prices Locked E Other Contacts l Activities Order Discount 9 Lo Closed Activities Order Discount S Connections i a Audit History Pre Freight Amount Output Assignment Freight Amount Sales Total Tax 50 00 gj Invoices Total Amount 4 Processes pred on Workflows ad E Dialog Sessions Status elas 12 1 4 Order products Single order positions order products can be stored in an order based on the standard function of Microsoft CRM For orders assigned to a project it is a mandatory that you list the types of services you sell to your customers in projects or services that are rendered in the project as products in accordance w
8. To do this use the Billing function in the Settlement tab This function marks all services activities travel receipts as Billed Billed Eu Ga Cleared Amount The associated timesheet is also disabled From this point on the timesheet and all billed services are only available to read in the Preparation function of the billing process After billing no other services of any kind can be added or withdrawn CRM Project Rollup 16 and higher 113 149 CRM Project 13 Project completion To complete projects CRM Project provides a convenient function to complete large projects with many subprojects in particular Projects can either be completed directly in structure plan see section 5 3 1 1 or through the menu Calculate and Complete Project i0ne CRM Implementation New York Microsoft Dynamics CRM Windows Internet Explorer Ioj x Ail Microsoft Dynamics CRM Paa O Project Add Customize Honag A j S amp N y Sharing 3 z re ave ew T be hall aring O mme a aij Deactivate A Copy a Link Bs Save Save amp Connect Assign Run Start Run Calculate Calculate and Template A eda To Close gt Delete Z ta E maila Link Workflow Dialog Report et roject Save Collaborate Process Data Projects Calculate and complete Project Manager Project Projects vte F General iOne CRM Implementation New York Paate meeen M Duration L Work v General M Costs Budget External
9. 100 As soon as the billing data are configured by the Preparation function you are able to run the process of invoice creation in the Billing tab The billing function before invoicing in CRM Project makes available all the data necessary for invoicing In the billing process this information is consolidated by the individual billing activities to the underlying services or products having a relevance to billing This consolidated view on product level is shown in the Billing tab Pressing the Create Invoice button creates a new invoice for the order assigned to the timesheet and the volumes are aligned to the service volumes of the timesheet Also stored in the timesheet is the invoice with which the services are invoiced Note CRM Project uses the standard functionality of Microsoft CRM to generate the invoice from the order In the process invoice products are corrected to the relevant values in line with billing Invoice products not required are assigned volume 0 On the basis of this invoice there is an option in Microsoft CRM to print the invoices directly in the CRM system For this you can either use a report or the Word Integration of Microsoft CRM both are optional It is also possible to pass this invoice information to an external system Given the complete storage of all relevant information in the CRM database CRM Project creates all the conditions for the fully automatic transfer to ERP systems Appropriate adapter
10. 4 Extensions Q z i C American Samoa S moa Amelika Oceania Country 54947 AS ASM ompetences Product Service Assignm O Andorra Andorra Europe Country 85 082 AD AND Fa pS VAT Keys O Angola Angola Africa Country 18 056 072 AO AGO Q D Idea Types C Anguilla Anguilla North America Country 15 423 AI AIA e ia xRM1 License Assignments _ Antarctica GVTOADKTLKOG Antarctica Country AQ ATA amp xRM1 License Types C Antarctica Continent Continent R d avis O Antigua and Barbuda Antigua and Barbuda Middle America Country 89 018 AG ATG i 7L Argentina Argentina South America Country 42192494 AR ARG rmenia WW JUL sia ountry 970 CI Armeni 3 if Asi Count 2 970 495 AM ARM ruba rub ut erica ountry C Arub Arub South Ameri Count 107 635 AW ABW L Asia Continent O Australia Australia Oceania Country 22 015 576 AU AUS Workplace ustria sterreich urope oun 219 C Austri Osterrei E Country 8 219 743 AT AUT Sales O Azerbaijan Az rbaycan Asia Country 9 493 600 AZ AZE Marketing C Bahamas Bahamas Middle America Country 316 182 BS BHS Tra O Bahrain aol Middle East Country 1 248 348 BH BHR O Bangladesh IRAT Asia Country 161 083 804 BD BGD Projects C Barbados Barbados Middle America Country 287 733 BB BRB Ideas O Belarus P cny6nika 5enapycb Europe Country 9 643 566 BY BLR Setti lt gt ettings a g 1 250 of 258 0 selected 4 Page 1 P Resource Center m t ABE COEF H I EE oO P o nR Ss TF Uv Y z pi CRM Project Rollup 16 and higher 115
11. Audit History E Output Assignment 1 8 of amp 0 selected gt Sales Processes Status Active R 100 When billing projects CRM Project factors in the pricing for services within the order It is therefore possible as part of the standard function of Microsoft CRM to vary the price for a service with price and or discount lists depending on customer and or order It is also possible in the standard functions of Microsoft CRM to amend the price for the service product within an order Only the daily rate of the relevant service is important for CRM Project The volume of services can differ as required from order to project e g more or less service sold than projected entered Note The same product can be used repeatedly within one order It must be guaranteed however that identical service in one and the same order is always sold at the same daily rate If this is not the case CRM Project is unable to differentiate the prices at which certain services are sold Manual order products are ignored in the billing process Note We suggest to draw up all products which are billed in project management with Decimal Supported 5 in order to avoid rounding errors in the billing 12 1 5 Output assignment CRM Project billing is based on the fact that every employee can render a service type in every entry activity within a project Thus for ascertaining which type of service has been rendered in an activity
12. Create Project with arbitrarily Structure Activities and Travels Define as Status Template in Progress Template Function Template Function Template Function Template available in Status Template Approved Template available in Status Template cee Template Function Create Project with arbitrarily Structure Activities and Travels The following functions for template processing are available depending on the project status reason selected or project template Project has state Active Processing or Planning Active Template in Progress Inactive Template draft Inactive Template approved Inactive All other statuses Possible function s No template function possible Project templates changed to Template approved or Template draft Templates changed to Template approved or Template in Progress Creating a new project from this template or changing the template to Templates in Progress No template function possible Comment The user receives a message that projects cannot be processes in this state Selecting the relevant function will set the entire project template to Inactive with the correlating status reason similar to the Calculate and Close function Selecting the Template in Progress option activates the entire project template meaning subsequent revisions can be done When creating a project from an
13. o Moving the higher level element also moves all lower level nodes or instantly connected nodes successor nodes within the same time period o Aligning the start or end date of the higher level element moves the start or end date values of elements underneath or connected successor elements if they would otherwise lie outside the new range The duration of the lower level element is not changed however o Increasing the time span of the higher level element has no effect on the nodes underneath Tip For activities whose due date after a change is no longer within the time period of the project node the due date in Automatic Mode is set to date value End Projected of the project node belonging to the task Activities without a due date are ignored in this automation Also this alignment is only run for active tasks Tasks already closed or completed remain unchanged CRM Project Rollup 16 and higher 37 149 CRM Project 5 3 4 5 View View is used to increase or decrease the scale of the time line in the Gantt chart The following selection options are available Weekly View 7 Monthly View 3 Quarterly View 90 Yearly View 369 5 3 4 6 Drag amp drop Drag amp drop can be used to move the individual brackets and bars of the Gantt chart along the time axis Also the start and end can be changed in the chart by moving the start and end of the bar Note The possible movement range is based on the relevan
14. 1 Duplicate Detection a Queues 150 00000 Q Articles S Reports 100 00000 ef Announcements Ry ME Sum MD Projected 50 00000 E Sum Actual MD 2 gt Scheduling 06250 i 00000 00000 4 Extensions 0 00000 Ideas Contaso Devel iOne CRM Impl iOne CRM Impl ABK CRM Einfi ABK CRM Imple Title internal Budget vs Costs All Active Projects 60 000 00 50 000 00 50 000 00 4 Workplace 40 000 00 34 28571 30 000 00 26 428 57 26 000 00 ES Sales F 21428 57 20 000 00 MM Sum Budget 2 S gt Marketing oe i a MM Sum Costs S 255 00 di seni 10 000 00 ao 0 00 0 00 5 0 00 Projects Contaso Devel BAG PS CRM Ei ABK CRM Imple E Settings ABK CRM Einf iOne CRM Impl Title internal ner Sig Resource Center gt R 100 4 Dashboards Project Manager Dashboard Microsoft Dynamics CRM Windows Internet Explorer E ol xj A Microsoft Dynamics CRM SONAR S Dashboards Honag a f o Ea g aA A g J P d as New Edit Delete Set As Share Assign Refresh Advanced Fast Time Default Dashboard All Find Entry 1e a Dashboard Management Action Query Projects Workplace L Dashboard Project Manager Dashboard 4 My Work z a what s New Projects My Current Project Nodes v Search for records p Projects My Coming P Searchfor O l RF Dashboards
15. Further Entities Opportunity re 4 Additional Fields Deactivate when exceeded Yes Calculate Progress automatically Last manually calculated on No Order Yes No By Pass Attributes A Proceeds Actual MD Controlling Snapshot Consider HR Budget created on Yes No a Lastjournal entry Execution Time Process O Yes No amp Form Assistant gt Dynamic Values Dynamic Values Cani Operator Look for i x t p Default value http orm 5555 CRM SFA Workflow entityform aspx activityname UpdateStep58entityFullName itarapro _project amp entityne A Local intranet Protected Mode Off P CRM Project Rollup 16 and higher 149 149
16. The 4 Module Project Management in Microsoft Dynamics CRM Sales Marketing Service xRM1 JM Microsoft Dynamics CRM CRM Project is the 4 Module for Microsoft CRM The solution covers all functions for professional Project Management from Project Planning with Gantt Time and Work Entry and Resource Management to Project Billing by time sheets up to mobile apps CERTIFIED FOR CERTIFIED FOR Microsoft 44 Microsoft Dynamics Ba Dynamics CRM 2011 CRM Online a CRM Project Table of Contents O Before you start 0 1 Foreword 0 2 Up front information 0 3 How much structure makes sense 0 3 1 Project detailing 0 3 2 Resource planning 0 3 3 Up to date accuracy within the project 0 4 Tips for efficient time entry 0 5 Terminology 0 5 1 Work 05 2 Duration 0 5 3 Costs 0 5 4 Budget 0 5 5 Revenue 0 5 6 Project nodes 0 6 System requirements 1 The Project Management Module in Microsoft CRM 1 1 Project Management functions in Microsoft CRM Projects Gantt Resource utilization Team calendar Orders Timesheets Accounts Contacts Goals Support Activities Travel Requests for Leave Work schedule Fast Time Entry Employee Cockpit sing project management functions at the individual workplace oe management settings in system administration 1 Basic settings for the project management module vi Competences 3 Product Service Assignment 4 Areas 5 xRM1 License Assignments 6 7 8 e
17. The order contains the required settings for billing Available for all time entries of the project is which service was carried out Besides the basic settings the order is a central element in billing because this is where all the agreements made with the customer and having a relevance to billing are kept These are for example the volume of the service bought its price discounts and how to handle travel costs In the 1 module of Microsoft CRM Sales the orders required for billing are created and the project assignment added 12 1 1 Users services products and price lists Complete all the information and records on users services products and price lists Please refer to Section 14 for details 12 1 2 Basic settings Configure the basic settings as regards Product Service Assignment Assignment of travel products and Connection of services to products Please refer to Section 15for details 12 1 3 Assignment of a project to a customer order Assign at least one order to the project In this order are the commercial terms and conditions for the customer defined in the order These are used by the project for billing CRM Project Rollup 16 and higher 93 149 CRM Project Projects can also be directly generated from the order All relevant information for the project will automatically be handed over Order iOne CRM Implementation Microsoft Dynamics CRM Windows Internet Explorer
18. 1100 Price List Item for Service Product 2 Product Professional Service 2 xRM1 Quantity Selling Options Whole and Fractional Unit MD Pricing Method Currency amount Amount 900 Price List Item for Service Product 3 Product Professional Service 3 xRM1 Quantity Selling Options Whole and Fractional Unit MD Pricing Method Currency Amount Amount 750 Price List Item for Travel Expenses Product Travelcosts xRM1 Quantity Selling Options Whole and Fractional Unit Per Diem Pricing Method Currency Amount Amount 1 Price List Item for Travel Times Product Traveltimes xRM1 Quantity Selling Options Whole and Fractional Unit MD Pricing Method Currency Amount Amount 1 Price List Item for Mileage Billing Product Distance xRM1 Quantity Selling Options Whole and Fractional Unit Miles Pricing Method Currency Amount Amount 0 5 CRM Project Rollup 16 and higher 128 149 CRM Project User Project related User Data User Logged in User applies only to the License Typ As in Wizard selected logged in user gg Default Service User Service 1 xRM1 Annual Leave 24 Remaining Leave 6 Hourly Cost 100 System Currency Configuration of Connection for the Travel Products Product for Travel Times xRM1 Traveltimes xRM1 Product for Travel Expenses Travelcosts xRM1 Product for Mileage Billing Distance Germany s Tax Key for products which are
19. 12 00 A Zi 3 00 PM 12 00 A Zi 3 00 PM 12 00 A A 3 00 PM 12 00 A 4 Service EN Services Gie Resource Groups 12 13 14 15 16 17 18 iesire 3 00 PM 12 00 A 3 00 PM 12 00 A 3 00 PM 12 00 A 3 00 PM 12 00 A 3 00 PM 12 00 A G amp Workflows Dialog Sessions Weekly Schedule Set the recurring weekly schedule Work Hours Are the same each day Set Work Hours C Vary by day None Resource is not working Work Days V Sun V Mon V Tue VM Wed V Thu iY Fri iv Sat Business Closures Observe Do not observe Date Range Starting On 6 2 2011 may No End Date Time Zone GMT 01 00 Amsterdam Berlin Bern Rome Stockhol v Note Always set the selection to Observe in the Business closures area to ensure that public holidays and vacation are shown correctly in resource planning 8 1 2 Absence In addition to the regular work hours of employees correctly entered absences are also a requirement for correct resource availability and for resultant scheduling Absence times vacation sickness etc can be set in Vacation and Absence Administration Here Public holidays and business closures are automatically set in the Microsoft CRM Work Hours Calendar for all employees across the organization Leave illness and other absence entries are made in the individual calendar of the employee in question CRM Project Rollup 16 and higher 49 149 CRM Project 8 1 2 1 Vacation Vacation is managed in t
20. CRM Project 14 Extensions 14 1 Area xXRM1 Solutions contain an entity Area to represent the geographical locations and their characteristics Area structures can be added to your Microsoft Dynamics CRM and can be used for different business processes You can import provided data set or create your individual structures The structures can be built hierarchically from Economic area on the top level to the City on the bottom level Following picture display the possible hierarchical tree of the area structure r Region Economic area 4M Microsoft Dynamics CRM gt Paul Morrison File Areas View Charts Add Customize Honag a Activate Share Follow FA a f Export to Excel j Deactivate a Copy a Link Unfollow w Y Filter New Edit Connect Assign _ Run Start Run Import Advanced X Delete ia E mail a Link Workflow Dialog Reports Data Find Records Collaborate Process Data Settings th Ge Areas Active Areas 7 Search for records p Eis O Name English official a Name local Superior Area Level Population ISO 3166 1 Alpha 2 Code ISO 3166 1 Alpha 3 Code lt PRO C Afghanistan lsi Asia Country 30 419 923 AF AFG ae gt A E ncaa L Africa Continent fal gt omiza C Aland Islands land Europe Country AX ALA k 4 Process Center a Albania Shqip ria Europe Country 3 002 859 AL ALB a fg Processes er ae C Algeria EEN Africa Country 37 367 226 DZ DZA
21. Licensing Client Extensions la Web Resources b Project Settings T Processes b Ha Plug in Assemblies F Travel Ma n agement Sdk Message Processin Service Endpoints H Global baj Dashboards Reports a Connection Roles Article Templates t Contract Templates 5 E mail Templates 3 Mail Merge Templates op Security Roles a Field Security Profiles CRM Project Rollup 16 and higher 119 149 CRM Project 15 1 1 Request a license If you need a xRM1 license you can request it via our customer portal http www xrm1 com customer license file htm Request license file xRM1 Business Solutions are protected by a license key If you have lost your key you can request it here again License Request Requestor details Requestor Name and Address First name Last name Company Role Street Zip code City Country Phone Email License C Trial C Development C Subscription C OnPremise CRM system information Organization unique name Display name Where do get this information The xRM1 team will create and send you a license for uploading in your xRM1 Business Solutions CRM Project Rollup 16 and higher 120 149 CRM Project 15 1 2 Upload a license You can upload and store your license under Configuration of xRM1 gt Licensing Solution xRM1 Rollup 12 Microsoft Dynamics CRM Windows Internet Ex
22. This view gives the Project Manager an overview of which resources are scheduled in which time frame for this project No utilizations from other projects are shown 8 2 3 Individual resource utilization the work schedule The work schedule provides employees an overview of the work scheduled for them project work appointments tasks etc 8 2 3 1 View Specific appointments and service activities are shown on the relevant days as are all other CRM activities All of the scheduled project nodes within this time period are also displayed for this employee Projects Work Schedule Microsoft Dynamics CRM Windows Internet Explorer ee iol x Ai Microsoft Dynamics CRM Paul Morrison i Y i i fal Projects fat L3 seme 5 22 2011 fsi End 6 18 2011 itis Name Paul Morrison Load cached user data gt General CW 24 5 6 11 6 3 Fri 4 Sat 5 Sun 6 Mon 7 Tue 8 Wed 9 Thu 10 Fri PESEE a itenati eS Aa Abie Fa o ii i a iOne CRM Implement iOne CRM Implement 4A Activities Sy Travel A Requests for Leave 3 work Schedule Contaso Development z Contaso Development Contaso Development Contaso Development Contaso Development Contaso Development iOne CRM Phase Con yy OL Ieee iOne CRM Phase Com iOne CRM Phase Con iOne CRM Phase Coni iOne CRM Phase Com iOne CRM Phase Con Vy YZ IA Vi 4 Workplace i j Uijfyyypw EB Sales 2 Call Peter Lead M Ep Call Anth
23. You can enter the information now or after you ve stopped the timer For recording editing or deleting the entry use the options previously described 9 3 3 Time Entry with the calendar view To create a new entry in the calendar view 3 click once directly in the calendar the new blue colored item will be created Now you can edit the start end time and or duration by dragging and dropping the upper and lower boundaries of the item or moving them Create a new title using the Event properties mask on the right To select the regarding item or for entering more details you can use the grid view or open the record in the CRM by double clicking on the item in the calendar To complete your time entry right click on the created item and choose the Mark as completed option The time is now recorded and the item color will change from blue to green Choose the Delete option to delete the entry Employee Cockpit Windows Internet Explorer dga FN MIE Open A 4 EE pm E d L A 00 00 00 vu pa Mew Back Today Day Week Month Forward Record F TEE Mew View Timer Filter Start Datew Actual Duration Regarding Subject June 3 2011 9 00 AM 05 00 iOne CRM Phase Concept GQ iOne CRM Concept Project June 2 2011 3 00 AM 03 00 One CRM Phase Concept Lal One Concept preperation June 1 2011 12 30 05 00 i Honag Inc a Billing and invoicing June 1 2011 5 00 AM 03 00 iOne CRM Implementati
24. _ Trace _ Debug GA Field Security Profiles d Status Existing e Calculation This setting can be used to limit project access rights The selected user should have access rights to the relevant project billing fields In addition it is necessary to adjust security roles accordingly for further information please see sections 15 7 10 and 15 7 11 e Caching Specify how long cashed user specific calendar availability should be valid for The less often you change the calendar settings e g user work hours the more you can increase the values e Log Level Set the xRM1 solution log level We recommend setting Error 15 2 Installation Information such as how to install the solution can be found in the Getting Started Guide This can be downloaded from the xRM1 website Select Products and CRM Project then you will find the document on the right hand side under Downloads CRM Project 15 3 Activating the solution Activation Wizard Solution activation is assisted with the Activation Wizard You can find this in the ribbon bar under Settings gt xRM1 License Types http crm 5555 Activation Wizard Windows Internet Explorer ta Welcome to the Activation Wizard for your xRM1 Business Solution The activation wizard will guide you through the license activation process of your xRM1 Business Solutions You can use the activated license functionality directly
25. an application logic working with 3 stage escalation is used The lowest level yielding a result for the service to be used is used as the primary one for billing the activity 1st escalation level Was a special service explicitly specified for the activity lookup service 2nd escalation level Was an explicit output assignment carried out for the user performing the activity in this order This means the user always carries out the assigned service within this order if nothing is specified explicitly in an activity 3rd escalation level CRM Project Rollup 16 and higher 95 149 CRM Project Was a service defined as the standard service for the performing user in this activity This is used as a fallback if there is no definition in the activity or order which service the employee renders This also requires however that the product assigned to the standard service of the user is also in the order as a product 1 Escalation Level was a special service explicitly specified for the activity Project Activity Service 2 Escalation Level was an explicit output assignment carried out for the user performing the activity in this order Output ae Project j Order P Activity Service l i Assignment Service Services of employees are called services in the Microsoft CRM standard CRM Project builds upon this standard and uses also the assignment of employees to services A connection between services and products is al
26. approved template the user is asked for specific settings for the new project The user receives a message that projects cannot be processes in this state Tip You can use the different status reasons to provide support for the approval and revision process such as with workflows and activities and to adapt your business processes 3 2 Creating a project template A project template is created like creating a project please refer to section 2 for details Add a project structure to the project with any width or depth via WBS or Gantt and store activities and travels in the project You can already assign project nodes to defined users in the template if they re responsible for these activities in general Then set the status reason to Template in Progress to label the project as a template CRM Project Rollup 16 and higher 16 149 CRM Project Status Reason Processing k pe Planning Billing Processing Template in Progress Risk ow T Code Setting the status reason on the highest project level determines this to all project nodes underneath You are now able to use the template function with this template Template CRM Project Windows Internet Explorer lo E x iOne CRM Implementation New York To change the template state or to generate a new project out of the template choose the desired options set the parameters if necessary and click Start This might take some minutes depen
27. billing is for travel times flat rate amount for every trip pro rata hourly rate fixed hourly rate no billing For travel costs all possible options are also available via the order for billing flat rate billing receipt based billing no billing The Microsoft CRM products in the order are used to define the rates used for billing e g billing of travel time hour mileage allowance etc 3 Generation of timesheets The generation of timesheets is fully automatic at the press of a button A Microsoft CRM report is used as the basis for the timesheet This can be tailored to your individual needs You can then print the timesheet as well as save it as a PDF file or Excel document 4 Concluding the billing process With one click the entries in the timesheet are marked as billed meaning they are not suggested for billing again by the system in the next billing process The system also generates the summary of billed services by product level This list is used to create the invoice in the invoicing system The transfer of information can be done manually automated with workflows or with web service to ERP systems e g SAP Dynamics GP Dynamics AX 12 1 Prerequisites for the billing process The prerequisites for using the billing functions in a project The basic settings necessary are configured Information on users services products and price lists are complete There is at least one order assigned to the project
28. fields are then either required or not If you work without the separate disclosure of personnel costs the same values are displayed in fields Budget line 1 and Total Budget line 3 Please refer to Section 6 4 for more details on budgeting 5 1 6 2 Original Values Original Values Budget Sum Budget Sum Level Budget Sum 3 This field stores the total of the budget originally scheduled The value is automatically calculated as soon as the project status reason is changed from Planning to Processing Budget Sum Level Stored in this field is the budget originally projected in the project node currently selected The value is automatically set as soon as the project status reason is changed from Planning to Processing CRM Project Rollup 16 and higher 29 149 CRM Project Tip These two original values are there to provide a comparison of projected and actual values over the course of the project in standard CRM list views In addition the storing of any project values is possible with the Auditing function of Microsoft CRM Please refer to the Microsoft CRM User Manual for more information 5 1 7 Sales MD sold MD Sold 2 MD sold Level MD Sold inherited MD sold The value in this field is calculated by the system This field shows the total man days sold for the current project node and the project nodes underneath MD Sold Level The sold man days for the current project
29. i e successfully completing activities with a reference to a project or subproject automatic actions are executed by CRM Project Firstly in a subproject to which the activity is related the values for Actual MD Level and Actual MD are increased by the value of the work time of the activity At the same time CRM Project checks whether there are more parent project parts above the subproject for which the entry was just made If so values Actual MD Inherited and Actual MD gt are updated in all parent project parts This update process is recursive until the update has reached the main project that has no subprojects above it 4 Work Actual ws Projected Actual MD 3 Actual MD Actual MB Level inherited MD Projected E MD Projected MD Projected Level finherited In addition to the work CRM Project also updates the costs accrued within the project for the entry just performed For this it is necessary that the respective hourly rates are kept in the user settings for all employees Please refer to section 15 for more detailed information on storing hourly rates To calculate the personnel costs CRM Project first uses the hourly rates of all employees occurring in the entry These hourly rates are multiplied by the work time entered and added to the relevant subproject as a cost amount This means the entries for one or many participants of an entry are included in the same way as the entry of different hourly rates for di
30. to run the plug ins under the context of a user with more rights such as a Project Management Administration user Tip Users with roles CRM Project Project Manager and CRM Project Project Assistant have by default full access to all projects If the permissions within your organization require it you are able to restrict these roles e g full access to only some projects and also to create an authorization role Overall project management or Program Manager This role can then be assigned full access to all projects for example 15 9 License types and assigning licenses Under Settings gt xRM1 License Types you will find an overview of the existing license types as well as their corresponding validity dates CRM Project Rollup 16 and higher 135 149 CRM Project xRM1 License Types Active xRM1 License Types Microsoft Dynamics CRM Windows Internet Explorer l oj x i Microsoft Dynamics CRM Paul Morrison xRM1 License Types View Charts Customize Honag iy Settings ft GR xRM1 License Types Active xRM1 License Types Search for records p gt Business Name Licensed Amount Expiration Date Active xRM1 License Types v gt gt System Li fta CRM Project Standard Billing and Invoicing 5 9 30 2011 gt Customization C ta Time Tracking Employee 5 9 30 2011 80 71 gt Process Center E a Time Tracking Professional 5 9 30 2011 P ene M H CRM Project Professional 5 9 30 2011 60 Qy Competenc
31. 0 00 2 00 6 00 2 00 22 00 0 00 2 00 6 00 4 00 7 00 20 00 Work Assigned 10 00 4 2 00 f 6 00 4 2 00 f 22 00 f DAA 2 00 f 6 00 4 4 00 4 7 00 f 20 00 4 81 00 Paul Morrison Steven Clark 8 00 Name _ Staff by Service _ Services 9 Business Units James Collins 6 00 Honag us Consulting F James toims _ Fatisha Anderson Paul Morrison _ Peter Moore Paul Morrison 4 Area 1 Work Breakdown Structure Area 2 Resource Selection Area 3 Work Allocation Area 4 Utilization Area 1 provides access to all the nodes of a project Resource assignment is on a per node basis i e per row The required project node must be selected first Resources are then for this node assigned in area 2 You can decide whether you wish to assign defined users and or service types When assigning work employees can be selected through options related Services or Business Unit when planning criteria After selection of the required resources by checking the checkboxes Area 3 is used to allocate the work The MD Projected Level column provides information on the amount of work scheduled for the project node By activating the setting Actual MD in the legend for each team member the actual time entries will be shown beside the planned time The Work Assigned column automatically shows the total of man days already distributed To the right are all the selected resourc
32. 00 13 iOne Analysis process 1 5 9 2011 Appointment 1 Steven Clark 8 00 8 00 1300 00 L iOne CRM Impl NY 2011 05 14 iOne Analysis process 7 5 11 2011 Appointment 1 Steven Clark 8 00 8 00 1300 00 J iOne CRM Impl NY 2011 05 15 io iOne Analysis process 8 5 11 2011 Appointment 1 Steven Clark 3 00 3 00 487 50 Jf iOne CRM Impl NY 2011 05 16 iOne Analysis process 8 5 11 2011 Appointment 1 Steven Clark 3 50 3 50 568 75 i iOne CRM Impl NY 2011 05 17 iOne Analysis process 9 12 5 12 2011 Appointment 1 Steven Clark 7 50 7 50 1218 75 Jf iOne CRM Impl NY 2011 05 18 ione Analysis 23 5 13 2011 Appointment 1 Steven Clark 3 00 3 00 487 50 J iOne CRM Impl NY 2011 05 The header of the billing area provides the option of selecting the time period for the billing process via the start and end dates Clicking the Refresh button re loads the records for this period To bill projects more information than is available in the project itself is required The most important information unknown in the project itself is made up of the daily rates used to invoice customers for the services of project team members CRM Project Rollup 16 and higher 105 149 CRM Project CRM Project accesses the standard information of Microsoft CRM the order for missing information The order assigned to the project contains virtually all of the information required for billing Only a few pieces of information need be added inside the billing process 12 2 1 General bill
33. 00 f 11 iOne CRM Phase Rollout 7 11 2011 8 19 2011 0 00 20 00 20 00 f 12 eee 1525 81 00 81 00 6 00 16 00 14 00 4 ki r e i i June 2011 O ape i a Cn Name ork Assigned Efienc 1 2 3 4 516 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 O i 8 HAF o mac oo M a 77 YY Honag US Consulting 8 z D nn aiia 16 00 i UY Yj _ Patrisha Anderson Pr Paul Morrison _ Peter Moore J Sean Davis 7 00 4 d q The planning table is made up CRM Project Rollup 16 and higher of various areas that are based on each another 38 149 Project 5 Header Legend Title CRM Project 1 Ll iOne CRM Implementation New York iOne CRM Phase Analysis iOne CRM Analysis Processes iOne CRM Analysis Infrastructure iOne CRM Phase Concept iOne CRM Phase Realisation iOne CRM Infrastructure Adapt iOne CRM Integration amp Interfaces iOne CRM Customizing amp Development iOne CRM Phase Rollout 2 3 4 5 6 iOne CRM Milestone 7 8 9 Staff by Business Un iOne CRM Implementation New York Start projected 5 9 2011 5 9 2011 5 9 2011 5 17 2011 5 30 2011 5 11 2011 6 13 2011 6 20 2011 7 4 2011 7 4 2011 7 11 2011 Work Assigned End n projected 8 19 2011 5 27 2011 5 13 2011 5 27 2011 6 10 2011 6 11 2011 7 8 2011 7 1 2011 7 8 2011 7 12 2011 8 19 2011 Efficiency Atual MD MD Projected Level Level 1 25 10 00
34. 11 18 2011 amp A Activities E iOne CRM Implementation New York Processing 48 27 Time amp Material Low High 36 68750 76 00000 5 9 2011 8 26 2011 E Travel E Metro Planning 0 00 Time amp Material Low Medium 0 00000 0 00000 11 11 2011 Requests for Leave Metro CRM introductie NL Processing Time amp Material Low High 0 00000 8 5 2011 3 Work Schedule TI Projectimplementation Task 1 Planning 0 00000 9 23 2011 Project Implementation Task 2 Planning 0 00000 9 22 2011 CRM Project Rollup 16 and higher 77 149 CRM Project 11 3 Project analysis with the Work Breakdown Structure Every project down to any project depth can be analyzed and monitored with the Work Breakdown Structure As an additional controlling tool a light function is available in the last column that shows at a glance which project nodes are within budget green are in danger of running over budget yellow or are run over budget red Project Projects iOne CRM Implementation New York of Filter 3 Activities _ Completed _ Connections v Automatic View 7 Kii 90 265 7 Title ee MD Projected Actual MD F MD Sold Level Classification Code Priority Risk 1 E iOne CRM Implementation New York 68 00 76 00 13 06 Default Value High Lw LJ 2 F jiOne CRM Phase Analysis 8 00 8 00 5 75 O 3 iOne CRM Analysis Processes 6 00 4 50 Q fyb 4 iOne CRM Analysis Infrastructure 2 00 1 25 Q E 5 F_ iOne CRM Ph
35. 15 1 2 Upload a license 15 1 3 Project Settings 15 1 4 Travel Management 15 1 5 Global 15 2 Installation 15 3 Activating the solution Activation Wizard 15 3 1 Activate a free trial 15 3 2 Activating a temporary or permanent license 15 4 Configuring the Solution Configuration Wizard 15 5 License management 15 6 Rights and Roles concept 15 7 CRM Project security roles 15 7 1 CRM Project Absence Submitter 15 7 2 CRM Project Administrator 15 7 3 CRM Project Forecast Calculation 15 7 4 CRM Project HR Manager 15 7 5 CRM Project Project Assistant 15 7 6 CRM Project Project Manager 15 7 7 CRM Project Tax and Product Administration 15 7 8 CRM Project Time Entry 15 7 9 CRM Project Template Manager 15 7 10 CRM Project Time Entry Restricted 15 7 11 CRM Project Time Recording Administrator 15 8 Restriction of CRM Project security roles 15 9 License types and assigning licenses 16 Additional configurations and customizations 16 1 Personnel data of users 16 2 Connection of services and products 16 3 Behavior for relationships 16 4 Flagging own accounts 16 5 Customizing Employee Cockpit Mask 16 5 1 Modifying grids and views 16 5 2 Add new elements 16 5 3 Add remove or rearrange columns in the table grid 16 6 Configure Project Journal CRM Project Rollup 16 and higher 118 118 118 120 121 122 123 124 124 124 125 130 132 133 133 134 134 134 134 134 134 134 134 134 135 135 135 135 135 138 138 139 141 14
36. 4 gt e i June 2011 O ag 2 aang wn Name Mork Assigned ciency 1 2 31 4 516 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Services D Business Units James Collins 6 00 Honag US Consulting hi Jamen Colins l Paul Morrison 16 00 _ Patrisha Anderson Paul Morrison p _ Peter Moore J Sean Davis 7 00 a gt 4 gt The resources available within your organization are available in the Staff by Business Units Staff by Service Services and Business Units lists After selecting a service business unit or an employee it is listed in the table overview on the right hand side as an additional column The man days assigned for the employee or service can be defined in this column After a value has been assigned the resource utilization of the employees services and or business unit scheduled for this project node is displayed underneath the planning table Within this resource list the required service to be performed by the employee within the relevant project node can be selected in the line for the relevant employee These services correspond to the services stored for the employee If you work with efficiency factors see section 7 3 for more details the underlying efficiency factor for this employee on performing the selected service is also displayed As soon as all man days of a project node have been distributed to the resources a green tick is displayed in
37. 8 19 2011 j 2 FJ iOne CRM Phase Analysis 5 9 2011 5 27 2011 lus 3 FJ iOne CRM Phase Concept 5 30 2011 6 10 2011 _ S iOne CRM Milestone 6 11 2011 6 11 2011 _ 5 FJ iOne CRM Phase Realisation 6 13 2011 7 8 2011 I1 6 iOne CRM Phase Rollout 7 11 2011 8 19 2011 gt Should the relocated node after the move have a different date range it is recommended that the start and end dates correlate with those of the moved node you will be informed of this via an alert Project Proj v iOne CRM Implementation New York of Filter v Activities Completed Connections Automatic View 7 31 90 36g a x Title Date range of project iOne CRM Phase Realisation is invalid Start End projected a 2011 projected __ May June July _ 14 iOne CRM Implementation New York 5 9 2011 8 19 2011 j 2 B A iOne CRM Phase Analysis 5 9 2011 5 27 2011 6 3 iOne CRM Analysis Processes 5 9 2011 5 13 2011 _ 4 E iOne CRM Analysis Infrastructure 5 17 2011 5 27 2011 hal 5 ione CRM Phase Concept 5 30 2011 6 10 2011 m 6 F iOne CRM Milestone 6 11 2011 6 11 2011 lua 7 iOne CRM Phase Realisation 6 13 2011 7 8 2011 ll B 8 iOne CRM Infrastructure Adapt 6 20 2011 7 1 2011 L 9 iOne CRM Integration amp Interfaces 7 4 2011 7 8 2011 Of 10 ione CRM Customizing amp 7 4 2011 7 12 2011 _ 11 Fa iOne CRM Phase Rollout 7 11 2011 8 19 2011 6 1 3 Passing
38. B Create Business Type system Absence Reason es Customization Business Closure Applicant Process Center Absence 4 Extensions Public Holiday gy Competences New Annual Leave a Product Service Assign Times Remaining days of leave expired p VAT Keys ae yan Idea Types tal xRM1 License Assignments i XRM1 License Types d Rewards i P Absence Administration Current Projects Comments Areas Workplace Sales Marketing Service Projects Ideas Settings 8 1 2 2 1 Business Closure The Business Closure status allows business closures to be created For all users with CRM Project Absence Submitter role the relevant number of vacation days are subtracted from the remaining holiday and a business closure is generated in the Microsoft CRM work time calendar 8 1 2 2 2 Absence Absence is used to flag an employee as not available for a certain period of time The number of remaining vacation days for this employee is not changed 8 1 2 2 3 Public holidays Selecting Public holiday adds an absence for all relevant employees for the date selected Unlike selecting business closure there is no change to the number of remaining vacation days 8 1 2 2 4 New annual holiday New annual holiday is available if you want to enter new annual holiday for all employees The system takes the Annual holiday value for every employee stores it for every user in the user entity and adds an
39. Billing to the M Billed O Work Time Customer Yes No Hours O Timesheet ql Cleared approved Yes No Amount by Project Manager Activity Order A Estimated Costs Revenue Registering remaining effort is of course also possible in the fast entry screen see button ETC in section 9 2 Fast Time Entry CRM Project Windows Internet Explorer Remaining Effort Remaining Work MD Effort to complete Reason for additional MDs CRM Project Rollup 16 and higher 71 149 CRM Project 9 9 Changes in activities entered To change activities already entered CRM Project provides for every activity type a workflow to re open activities entered 2a Microsoft Dynamics CRM Paul Morrison Phone Call Customize Honag A gJ Save amp New G A a g jaa Sharing Ss J X Delete Z a WF Copy a Link ttt ilil _ Mark Save Save amp Attach Add To Connect Addto Queueltem __ Run Complete Close File Note Opportunity a Queue Details a E mail a Link Report Save Include Convert Activity Collaborate a r Information g Phone Call Activ Run Stat L Phone Call One conference call appointment Workflow Dialog E zi Droacace M Notes Run Workflow Project Management v Phone Call Run a workflow for this Phone Call tiii Sender B Paul Morrison Fo Phone Number View the status of workflows in the x aad Recipient 84 Anthony Clerk Es Direction Workflow tab of this record Sy Connect
40. Honag a fx gt Export to Excel W Filter Import Data Invoices All Invoices Microsoft Dynamics CRM Windows Internet Explorer Add Microsoft Dynamics CRM Invoices View 4 ja Share X Delete L i E Ga Copy a Link gt Unfollow g New Edit Send Direct Connect Assign _ Run Start E mail ia E mail a Link Workflow Dialog Collaborate Process Charts Add Customize Follow Advanced Find Records Projects 4 General Projects Orders Oa Timesheets Accounts 84 Contacts Goals Support E 2 Gantt EA Resource Utilization Individual i Run on Selected Records Invoices All Invoices 7 Search for records Oo Name a O ABK CRM Einf hrung Time amp Material 2011 Mai fh R Invoice Status Status otal Amount Customer a Active New 16 915 00 ABK Unternehmensberatung Paid Active 13 000 00 8 887 50 O iOne CRM Implementation iOne CRM Implementation Time amp Material 2011 May Complete iOne corporation Inc New iOne corporation Inc HEY ayy Maia oy asay yy Be a D mannna Workplace Sales Marketing Service Projects Ideas lt gt es 1 7 of 7 4 selected H 4 Pagel gt Human Resources Settings Mm A BE C D E GHI FY EK E MW WN OO FPF OO RF SS TU WXY Z 12 2 Running the billing process Menu option Billing contains all the functions required for running a billing process for the customer These opti
41. Process Data Account Fears vlalel naan Honag Germany Notes amp Activities Primary Contact Main Phone Owner Details Q Paul Morrison Preferences 4 xRM1 Business Solutions A Related Own Business Yes O No Logo Link http www mycom o com gt Common Tax Area F Germany 7 A gt Sales 2 Invoice Footer Honag Germany AG gt Service Customer Footer Account One corporation Inc Microsoft Dynamics CRM Windows Internet Explorer p p li Microsoft Dynamics CRM Paul Morrison File Account Add Customize KAMERNE gh Save amp New by a Sharing Follow g Sa Ss led E a x 14A Deactivate HA Copy a Link Unfollow Save Save amp Add to Larabie tomni Assign Run Run Close Delete ia E mail a Link Workflow Dialog Report Save Collaborate Process Data Information Account General iOne corporation Inc Contacts Notes amp Activities Primary Contact Main Phone Owner Details amp Peter Schneider Preferences _ Preferences a EMI Business Solutions Own Business Yes E No Tax Area United States 5 Add the Standard Invoicing Company to the user records This company will be selected automatically when the relevant user creates an invoice CRM Project Rollup 16 and higher 101 149 CRM Project Billing amp Invoicing Standard Invoicing Honag Germany Company 12 1 7 2 Creating an invoice incl taxes If all required base data has been crea
42. Use this template for planning and structuring your project in Microsoft Project Choose Add new Column to display the column Outline 1 CRM Project Through this classification you can define whether each Microsoft Project task is a project node or a Microsoft CRM activity Furthermore you can select the project node level and activity type SE LEVEL Project Level PROJECT Project PROGRAM Program PHASE Phase SUBPROJECT Subproject ACTIVITYPACKAGE Activity Package k MILESTONE Milestone ACTIVITIES Activities EMAIL E Mail TASK Task RENDEREDSERVICE Rendered Service LETTER Letter PHONECALL Phonecall APPOINTMENT Appointment i SERVICEACTIVITY Service Activity CRM Project Rollup 16 and higher 20 149 CRM Project The following levels are available for classifying project nodes m Program Project Phase Subproject Activity Package Milestone The following activity types are available for classifying activities E mail Task Rendered Service Letter m Fax Phone call Appointment Service activity Once you have finished structuring your project save the project plan in Microsoft Project XML format The project plan is now ready for CRM Project import Note CRM Project is able to import Microsoft Project project plans only if they are based on the import template and if they are saved as Microsoft Project XML format 4 1 2 Process import To impo
43. You can create the areas either manually or use the provided import package For more information about areas see section 14 1 CRM Project Rollup 16 and higher 99 149 CRM Project Product Area Tax Key Germany Full Germany Germany Microsoft Dynamics CRM Windows Internet Explorer j Ioj x ii Microsoft Dynamics CRM Paul Morrison File Product Area Tax Key Customize Honag es H Save amp New Sia R Sharing Follow amp mil a nad Deactivate EE Copy a Link 4 Unfollow Geb Save Save amp Assign Run Start Run Close Delete al E mail a Link Workfiow Dialog Report Save Collaborate Process Data eemeta ae Product Area Tax Key eae Tree Germany Full Germany Germany EEL 4 General 4 Common Audit History Tax Area fram se Germany Cal Tax Area to Germany Cal Tax Key pee Germany Full Cal A ss yessce Tax Calculation Logic Sum up Tax then add to Net Owner Q Paul Morrison 3 Gi CEWELEE Stop Escalation O Yes a Neo Display Customer O Yes a Neo Dialog Sessions Tax Key on Invoice Products L Product Name a ID Product Type Subject H L Dell Server System X5000 MEOOL Merchandise C Electricity MADOL Material C Executive Consultant DLOO4 Services LJ Fixed Price FPOOL Sales Inventory L GE Machine z800 MEOOZ Merchandise C Junior Consultant DLOO2 Services Ll Paper 500 pieces MAQO2 Material LC Project Assistance DLOOS Services L Project Manager DLOO Sales Inventory C Senior Consultant DLOOL Services E Senior Devel
44. al Organize my project teal el fea teal fel May 31 20 2 00 PM iOne CRM Phase Concept CQ iOne CRM preparation conc May 29 2011 May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 Organisation 2010 Z011 2012 gt Delete le Mark as Complete Event properties Title iOne CRM Concept Project Orgar Start 6 3 2011 200 AM End 6 3 2011 200 PM 100 E 9 3 4 Graphical hours overview A container displaying the hourly overview is available a column chart shows the total number of hours entered for each day 9 3 5 Navigation views and filters In the top bar you will also find navigation and filtering functionalities You can set and navigate between today daily weekly and monthly views forwards and back The filter for open closed and invoiced entries provides you with a more transparent and flexible view for creating and viewing your entries You can also use the calendar on the right hand side to navigate to a particular day CRM Project Rollup 16 and higher 63 149 CRM Project 9 3 6 Employee Cockpit modification The Employee Cockpit mask can be adjusted according to your individual needs e Elements and views can be rearranged or removed individually e New elements iFrames can be added e Columns in the table grid can be added removed or rearranged No programming knowledge for the adjustments is necessary If you like t
45. and outgoing e mails with reference to a project are entered in CRM Project The determining factor here for entry is that the e mail has state Received or Sent The owner of the e mail is also used here for entry as executing project participant For incoming e mails it is enough to elevate them up to Microsoft CRM and to relate them to the relevant project node Outgoing e mails need to be sent in order to be entered with the relevant work in CRM Project Otherwise they are treated as scheduled activities CRM Project Rollup 16 and higher 57 149 CRM Project E maik New Microsoft Dynamics CRM Windows Internet Explorer a Pile ES Paul Morrison 244 Microsoft Dynamics CRM E mail Customize Honag A gj Save amp New E i P amp l j K iy m A Delete me 7 4 fall Send Save Save amp Attach Inset Insert To Connect Addto Queue ltem Assign Process Run Close File Template Article Opportunity v Queue Details Fl X Report S ave In cl ud e C onve rt A ctivity co Ii abo rat e Dat a Information E mail mz ssages 2 E mail New Attachments Project Management From Paul Morrison Te Related To To 4 Common Cc ie Conne Bec A A Audit History Q Subject 4 Processes Ch Workflows Regarding l E Di c ron 4 e a Mm Blu F223 LE te AAAA Gig v Status Reason Draft R 10 The same applies for e mails created with Microsoft Outlook Usage is t
46. both when there are other project nodes below this one that are billed partly by fixed price and partly by time and material for e g Parent Project Part Specifies if there is another project part above the project node selected and if so how it is called Priority Here you can select if the project node should have prioritized handling and if yes whether the priority is low medium or high Risk Select if it is a risk project and whether the risk must be assessed as high medium or low Division This lookup enables you to assign the project part to a company division or department The company division and departments correspond with the structure of your organization as stored in Microsoft CRM Classification The classification is used for additional individual project classifications within your organization In the provided configuration this pick list is only filled in with a default value You are able to fill in this pick list with any additional values or change the default value by customizing Microsoft CRM You can use your individual classifications in many places within the project organization Code Assign an optional self defined flag for every project node For example this can e g contain parts of project numbers customer numbers priority etc Tip For the internal title of a project use a title which your project members can also clearly identify This simplifies time entry for your project team CRM Pro
47. can also rearrange add or remove the columns in the table grid Start date Start time End time Duration Regarding Title Description fel Go X June3 2011 9 00AM 2 00 PM 05 00 iOne CRM Phase Concept A One CRM Conzept Project Organ fe be X June2 2011 1 30PM 2 30 PM 01 00 i License expired A Create new License ica z x June 2 2011 9 00 AM 12 00 PM 03 00 iOne CRM Phase Concept Ts iOne Concept preperation fel be X Junei 2011 12 30 PM 5 30 PM 05 00 gt Honag Inc CQ Billing and invoicing To do this go to Settings gt Customizations gt Customize the System gt Activity gt Views gt Inactive Public Views and then select the xRM1 Employee Cockpit Grid Now you can add remove or rearrange the columns through standard Microsoft customizing functions 16 6 Configure Project Journal The values used for the Project Journal Charts see section 0 are saved in the Project Journal entity and are recorded by the Create Journal Entity workflow You can customize the charts and extend or modify the saved values according to your needs Settings are adjusted via standard Microsoft CRM customizing To perform changes go to Setting s gt Customizations gt Customize the System Find the Project Journal entity and click on the Main form You can see the following fields and values which correspond to the standard values in the Budget Costs Revenue and Work charts CRM
48. down of status reasons CRM Project passes on status reason changes to parent project nodes directly to sub project parts If for example the status reason of the main project is changed from Planning to Processing all the status reasons of the nodes underneath also change to Processing Project nodes with an inactive state e g Completed are excluded from the automatic status reason change 6 2 Predecessor successor relationships CRM Project provides the ability to define and show predecessor and successor relationships Predecessor successor relationships internal to the project can be defined within the project with the project related Gantt chart or the WBS see also 5 3 1 7 The following relationships can be defined Finish Start FS Start Start SS s Start Finish SF Finish Finish FF A time lag between the nodes can also be added Relationship From iOne CRM Phase Analysis To iOne CRM Phase Concept Type Finish Start FS Time Lag Days o Delete la OK Start Start 55 Start Finish SF Finish Finish FF CRM Project Rollup 16 and higher 44 149 CRM Project The drag and drop option in Gantt and PSP makes managing initial and successor relationships easy The checkbox Connections located in the header must also be activated To create a connection between the two nodes hold the left click and direct it to the middle of the node in the Gantt view a line
49. field can also be used as a trigger for individual calculation i Last journal entry created on The date and time of the last project journal entry s creation is saved in this field See section O to learn more about it CRM Project Rollup 16 and higher 31 149 CRM Project 5 1 10 2 Monetarily Specify here the currency valid for the project 5 1 10 3 Further entities A sales opportunity can be assigned to a project here to support early on with the project structure projects that are still in pre sales 5 2 Activities pane J Activities L Closed Activities fey Documents g Travels Project Goals Receipts a Cases 4 Planning 2 Work Breakdown Stru 2 Gantt gt Planning Table EB Resource Usage 8 Team Members S Connections 4 Settlement Orders Billing Oa Timesheets gt Controlling gt Processes 5 2 1 Activities The window below depicts all available activities which are assigned to the project node J Task E Fax amp Phone Call bA E mail Letter BS Service Activity A Campaign Response Fea Recurring Appointment E Material Usage Rendered Service Resource Usage CRM Project Rollup 16 and higher 32 149 CRM Project Additional views and filters are available in the Gantt chart and Work Breakdown Structure WBS to provide an overview of all activities within the whole project structure not only those of the project node currently selected 5 2 2 Cl
50. i Outbox e RSS Feeds a Search Folders May 30 2011 May 31 2021 hat mii hen 2 Dott TEL 4 My gt cath bast tee tntry I cR Project Windows Internet Explorer E Sij Suggested Contacts CI Sync Issues 60 170m Current time Now Fier recertiy used AR Weews The Week Name Pad Honison Jj Tasks E Date Start Time nd Time Workih Subiect am am 6 2011 sl 4 45 AM 4 45 AM CRM 00 ua z 9 00 AM Typa Raparding J Project gt a G Fax J Mail 300 rii P 3 CRM Oste Start Time Gnd Time Work h T D Phone Call a 1100 AM l 00 5 30 2011 10 00 AM 6 00 PM 8 P 3 Calendar l d E mail 1200 PM 5 31 2018 9 00 AM 11 00AM 2 a Contacts OO 7 Sa 4 100 Pw S 31 2011 11 00 AM 1 00 PM 2 o i Letter J Tasks 3 Active tasks 2 Bin 2 j ag sks ive tasks _ 5 31 2018 2 00PM 600mm 4 A o Appointment Rems 7 All folders are s uw Accounts 50 PM 6 1 2081 9 00 AM 12 00PM 3 al by Service Activity 6 1 2011 2 30 PM 5 30 PM 5 A Cases Mi K atlook aco Pu 5 Campaign Response ICrosSo ut oo 6 2 2011 KOOAM 12 09PM 3 P A s 1s Recurring Appointment Contacts ig Material Usage Leads Employee Cockpit o o o Gia Rendered Service Material Usage Fast time entry Ful Resource Usage Opportunities Projects CRM Activities w Mobile apps Work within projects can be entered very easily via all available CRM activity types All appointments service activities tasks etc are assigned the work time f
51. ih hy hk l z ee ual Dashboards Number of recently used regarding entities E Fast Time Entry la Reports EA Connection Roles How long Time Entry can be edited h Article Templates E Contract Templates Employee Cockpit 4 E mail Templates iS ek pe a Create new records on current date ke Y S Security Roles ia ka No Field Security Profiles a Server Timezone Offset Minutes Numbering Current Project Number 0045 Project Number Prefix PRO Planning Table Entering 0 as resource assignment for a user has the following effect i Read only for selected project node F Ww Read and time entry rights for selected project node Show planned work in users Outlook Calendar Status Existing e Hours per Man Day Fill in the standard number of working hours per work day for a full time employee 8 hours is set as the standard Possible entries are between 0 h and 24 h e Fast Time Entry Specify how many entities should be listed in the fast time entry range Recently used You can also define the period of time in which corrections to the submitted fast entries can be made e Employee Cockpit The date of a new entry in the Employee Cockpit can be set to the current date Yes or to the date of the last entry No Server Timezone Offset Minutes should be set if your client computers are NOT in the same time zone as your server Specify the time zone offset of your server
52. is used for additional color based escalation for particularly urgent work packages This escalation specifies that from the current time the employee is not to work on anything other than the work package marked red if it can be completed within time in line with the availability of resources The red frame is also displayed for overdue work e g scheduled end yesterday CRM Project Rollup 16 and higher 53 149 CRM Project Tip The work schedule is accessed for the user currently logged in Alternatively you can view the work schedule of other users via the Name pick list For complete and correct information of the work schedules of other users however you require the relevant permissions for reading activities and project scheduling for other users These can be set with the Microsoft CRM security roles 8 2 3 2 Logic of scheduling project work In the utilization of a project node work packages are automatically positioned around existing appointments and projects within the project time period scheduled Appointments that are assigned to a certain project node lookup reference for specific project nodes are included into the scheduled time this means that the remaining work volume to be distributed within the time frame is lower Appointments not belonging to this project are treated as unavailable time in terms of the project node and the work of the project node is scheduled around these dates this increases the work vo
53. minutes depending on the choosen options parameters or the size of Your project Template in status Approved inactive Available functions _ Edit template Generate Project from Template Select the date which is used for generating the new project 6 2 2011 Es Use date as start projected _ Use date as end projected Find and replace text in Title Customer and Title Internal Find lt Template gt Replace Account Template Company wi Currency US Dollar Assignments of tasks and project nodes in the generated project i Assign everything to the users defined in the template i Assign everything to myself Allocate resources as defined in the template L_ Yes s No Copy Notes from template i Yes Copy all Notes from template No ignore all Notes Selecting Start begins the project from a template process Your predefined project will be generated from the template 3 4 Date recalculation clarified For realigning dates all dates are calculated anew based on the date defined in the template mask The following example below shows how the dates are recalculated and pushed back The template below has been defined The runtime is from June 1 30 i e 30 days There are some activities within the first three days afterwards there are two project parts with 8 or 16 days CRM Project Rollup 16 and higher 18 149 CRM Project Projec
54. positions resulting from the elements selected by the Project Manager for billing This means there can be specific selection during preparation in order to bill or not certain amounts CRM Project Rollup 16 and higher 108 149 CRM Project Tip You must first select a timesheet to be able to display columns Amount Work Billable and Marked for Billing Please refer to Section 12 2 2 4 for more information 12 2 2 3 Billing types in the Preparation window CRM Project allows the creation of different billing methods for individual project nodes m Billing by fixed price Billing by time amp material Billing by fixed price and by time amp material No billing Project nodes to be billed by fixed price or not at all are displayed in billing preparation but are not included Relevant project nodes and activities are shown with a gray background Tip Variant Fixed price and time amp material is handled the same way as time amp material It is used to classify a project node under which are other project nodes which are calculated mixed i e partially with fixed price and partially by time amp material 12 2 2 4 Select Timesheet or Create New After billing is accessed the Preparation window prompts for the timesheet to be selected If you have already created timesheets or would like to continue with the processing of a timesheet select the relevant timesheet with pick list Load Timesheet If you have yet to creat
55. rE Save amp New A 5 A F Reassign Records m Change Business Unit Sh P 3 iad Sharing amp wal E Disable g Manage Roles je Change Manager amp FE Copy a Link zE Save Save amp peers Reject Connect Send Direct _ Run Start Run Close mail E mail g Join Teams E mail al E maila Link Workflow Dialog Report Save Actions Collaborate Process Data CRM Project HR Manager X 8 User Users v E Paul Morrison Addresses Project Management The information provided in this form is viewable by the entire organization a v Project Management Related J g Default Service j pp EE BEN Project Manager Ea g Teams Costs including overheads S Security Roles Hourly Cost Curren G Field Security Profiles y 30 00 Us Dollar g 4 Quotas Leave Management BE Work Hours ae k y a S AP enia eave 7 00 nnual Leave MD 20 00 Audit History Human Resources Hailey Miller Supervisor Ethan Carter g Project Team Manager amp Fe 8 Ta Business Units Accounting Quota amp Idea Service References B Idea Submitters External Contingent Pe 4 Senice Activate for Project Yes C No Microsoft License amp amp Services Management Type Resource Groups ee Status Enabled NOTE To configure these settings you required security role CRM Project HR Manager Otherwise you are not granted access to the personnel data of users Please be aware that you have switched to the CRM Project HR Manager form It is furthermore req
56. recommendation from a multitude of customer installations If you require a different setting for your installation make the change at any time in the Customizing area of Microsoft CRM We recommend this setting especially in regard to assigning project nodes to other Project Managers as otherwise the owner context for all activities is transferred to the newly defined Project Manager Note The behavior of relationships has changed in Version 4 6 If you want to continue using the previous configuration you can reset it using the customizing functionality of the CRM system CRM Project Rollup 16 and higher 141 149 CRM Project 16 4 Flagging own accounts The account for which the project is being run is used by CRM Project to differentiate between internal and external projects Create the relevant companies in Microsoft CRM for all your own and associated companies and cooperation partners Own Business enables you to define individually for every account whether or not this is a business within your own organization It is always set to No by default Account Honag Hawaii Microsoft Dynamics CRM Windows Internet Explorer l l x bii Microsoft Dynamics CRM Se papa Account Add Customize Honag amp j i Save amp New M SB x Hi Sharing E ned Deactivate EE Copy a Link B Save Save amp Add to peal annoi hed Run Start Run Close X Delete af E mail a Link Workflow Dialog Report E dq Sa
57. set to No Account i0ne corporation Inc Microsoft Dynamics CRM Windows Internet Explorer a ioj x dal Microsoft Dynamics CRM Paul Morison 7 File Account Add Customize Honag es Save amp h J DE Sharing low j igh Save amp New aA e sa tA Sharing Follow ml ze m E kh ag Deactivate z HA Copy a Llink Unfollow ST i Save Save amp Add to Marketing Connect Assign _ Run Start Run Close Delete List al E mail a Link Workflow Dialog Report Save Collaborate Process Data Information oer Account Accounts PP 4 General iOr ti I po e cantai whe corporation inc Notes amp Activities Primary Contact Main Phone Owner Details g Peter Schneider Preferences L xRM1 Business Soluti b Preferences sy j EEE XRMI1 Business Solutions gt Common Own Business O Yes No A gt Sales z Tax Area United States Sl Tax ID y gt Service y Maken Status Active If for an account in the respective lookup field Account the Own Business is set to Yes in the project you ve selected CRM Project classifies this project as internal project Accounts which are set to No are classified as an external project 2 4 Information automatically updated Some values within projects are calculated by CRM Project automatically This is sometimes done for the respective project part sometimes even across different project levels All fields of the types Work and Costs are always updated automatically
58. the values in the Revenue Projected fields Use the Forecast Calculation setting to activate or define the required mode For more details see 5 1 10 1 5 1 8 2 Achieved Revenue achieved The value in this field is calculated by the system This field shows the total amount of the achieved revenue calculated through completed activities work and prices of the order products for the current project node and the project nodes underneath Revenue achieved Level The value in this field is calculated by the system This field shows the total amount of achieved revenue calculated through completed activities work and prices of the order products for the current project node not including nodes underneath Revenue achieved Inherited The value in this field is calculated by the system This field contains the amount of achieved revenue calculated through completed activities work and prices of the order products for all project nodes lying below the selected node 5 1 8 3 Invoiced Revenue invoiced The value in this field is calculated by the system This field shows the total amount of invoiced revenue calculated through billed activities work and prices of the order products for current project node and the project nodes underneath CRM Project Rollup 16 and higher 30 149 CRM Project Revenue invoiced Level The value in this field is calculated by the system This field shows the total amount of in
59. will appear You will then drag the line to the next node A window Relationship will open and from there you can select the connection type as well as determine the time interval for the relationship If the automatic mode is activated the nodes are arranged according to the creation of the new relationship Project iOne CRM Implementation New York A Alter Activities Completed _ Connections Automatic View EJA Em 365 Title Start End a oll projected projected May June LJ 1 E iOne CRM Implementation New York 5 9 2011 8 19 2011 n Ce 2 line CRM Phase Analysis s 5 27 2014 Sy m 3 F iOne CRM Phase Concept 5 30 2011 6 10 2011 m 4 E iOne CRM Milestone 6 11 2011 6 11 2011 m 5 F iOne CRM Phase Realisation 6 13 2011 7 8 2011 LJ 6 F iOne CRM Phase Rollout 7 11 2011 8 19 2011 To remove the connection place your mouse directly on the connection line and within the pop up window select delete By deactivating the Connections checkbox you are able to hide the arrangement for the predecessor and successor Tip Project nodes from other projects can also be defined as successors and predecessors This means dependencies between projects can be documented as part of multi project management Use the global Gantt chart in the main Projects menu to define successors and predecessors 6 3 Calculating projects If you are restructuring or reorganizing projects or project parts incorrect
60. with all modified parameters CRM Project Rollup 16 and higher 72 149 CRM Project 10 Travel management The travel management package integrated into Microsoft CRM enables full scheduling implementation and billing of business trips with or without project reference With the travel management package integrated into CRM Project the Project Manager has access to all the travel and receipts of employees within the project With billing modalities agreed and set by the customer stored in the order the system automatically creates a billing proposal for the billing of travel and the associated costs The Receipt Management system enables employees to enter receipts and expenses themselves The receipt number generator provides automatic assistance in the organized entering of receipts for every trip The integrated expenses calculator helps employees to calculate expenses for absences even for trips abroad with different daily expense rates The receipts entered can be accessed directly by the HR department as reports and serve as a template for settlement of an employee s travel expenses Expense reports and reimbursement by the HR department are simplified further for employees with classification by payment type Tip Those traveling plan their trip in the absence time period and book any resources required e g company cars Workflows can be used to specify that equipment is reserved immediately and for automatically entering an a
61. work and select New Activity in the left hand Activities link in the menu bar This automatically assigns the project node to the Regarding field CRM Project is the 4 module for Microsoft CRM and of course also supports the Microsoft CRM Outlook client This means you can also create entries using Outlook tasks Al a ES iOne Workflow Test 1 Task o B amp Task Insert Format Text Reviews A a gt B ae a E EAI RA P i Ae A J F 5 onver m ad a 1 bu a D baa i A A a E r al Pas ay D gt a Bh Adc mm Save amp Delete Forward Task Details Mark Assign Send Status Recurrence Untrack Set Categorize Follow zoom Close Complete Task Report z Regarding 7 z Up 7 Actions Showy Manage Task Recurrence CRM Tags zoom Subject iOne Workflow Test 1 Start date Tue 5 3 2011 Status Not Started v Due date Tue 5 3 2011 Priority Normal X Complete 0 Reminder None hone We Owner Administrator bidet z microsoft Dynamics CRM maa a Regarding iOne CRM Implementation New York This task is being tracked in CRM as a CRM Task Use the CRM integration of the Microsoft CRM Outlook client Track in CRM button to connect the task to Microsoft CRM and classify the activity type in the process Task Letter Fax or Phone call Also specify a reference to a project or subproject As soon as the task is Marked Complete it is entered for the project 9 1 2 E mails Both incoming
62. 0 Peter Connor Announcements 20 00000 06250 58750 4 Customers 100000 00000 E 0 00000 EELE ABK CRM Einf ABK CRM Impl ABK CRM Konz Contacts iOne CRM Imp iOne CRM Imp Peter Schneid T erty Title Internal Gantt E3 Resource Utilization HMM Sum MD Projected IN Sum Actual MD Fanien a Service Calendar E Travel S Requests for Leave E3 work Schedule Man Days Projected eb a Petrus van Ma 4 Extensions Projects in Progess Top 10 yp Ideas iOne CRM Phase Rollout 20 00000 Peter Maurer iOne CRM Phase Realisation 20 00000 iOne CRM Phase Concept 20 00000 ABK CRM Rolloutphase 20 00000 ABK CRM Umsetzungsphase 20 00000 Daniel Brown BLI Project Management Impl 23 00000 ABK CRM Konzeption 35 00000 iOne CRM Implementation New ABK CRM Einf hrung Frankfur Contaso Development Interna Title Internal 0 00000 100 00000 200 00000 Sum MD Projected 2 ne oe E 2 3 4 5 Count Non empty Title Man Days Projected 2 Planned Projects Top 10 Baker DB Project CRM Impement Metro CRM extensie 11 00000 BLI DB Sub CRM Concept BAG PS CRM TP Konzeption 11 00000 BAG PS CRM TP Realisierung 15 00000 BLI DB Sub CRM Realisation 15 00000 BLI DB CRM Impementation BAG PS CRM Einf hrung ABK CRM Implementation Asien iOne CRM Implementation Asia oO o Title Internal 0 00000 20 00000 40 00000 60 00000 S
63. 0 hours work on one day CRM Project enters 1 25 man days of work for the project Note Depending on how your Microsoft CRM is customized it may be required to specify the service run in service activities mandatory field You can of course also create an activity directly from a project node and enter it Open the project node in which you carried out work and select New Activity in the left hand Activities link in the menu bar This automatically assigns the project node to the regarding field CRM Project is the 4th module for Microsoft CRM and of course also supports the Outlook client You can therefore also create appointments within the Outlook calendar Create the appointment in the Outlook calendar by entering all the necessary data and invite the relevant project members Note If you are also attending the appointment and CRM Project is to include you in the entry it is necessary for you to also invite yourself to the appointment to be entered as a participating user Tip Depending on the application you can use a workflow to automate this invitation or the storing of your own user as a required participant for appointments CRM Project Rollup 16 and higher 59 149 CRM Project a H vis iOne Project Meeting Meeting o E amp s Meeting Insert Format Text Review A 2 Fat an A A E ma E z x lt z Ap EEn ES Q v Ge A 4 Convert To Scheduling Assistant ah Add Connection Delete v na Cancel
64. 0000 20 00000 15 00000 10 00000 10 00000 8 00000 8 00000 UJ Workplace 5 00000 93750 56250 ED Sales jau 0 o 025000 0 00000 gt Marketing Contaso Devel iOne CRM Impl Honag intern iOne CRM Impl iOne CRM Phas B Service Project Projects MM Sum MD Assigned BE Sum Actual MD CRM Project Rollup 16 and higher 82 149 CRM Project 11 9 1 2 Project Manager Dashboard This dashboard provides the project manager with an overview of the current state of their projects Therefore specific days and costs are visualized as target actual comparison Below you will find some additional list views for Currently running project node of the user 7 Upcoming project node of the user Requests for required remaining effort of the user and The user s project node which will be ending soon Dashboards Project Manager Dashboard Microsoft Dynamics CRM Windows Internet Explorer 7 loj xj i Microsoft Dynamics CRM Paul Morrison Dashboards Honag a za A CA ex ES fs os eo A e Edit Delete Set As Share pid rods Advanced ae Default Dashboard Find Entry Dashboard Management Action Query Projects Workplace fad GR Dashboard Project Manager Dashboard 4 My Work F What s New Man Days Assigned vs Actual nm Dashboards setts Actinic All Active Projects a Calendar gl Imports 200 00000
65. 0ne CRM review 5 3 2011 5 3 2011 6 iOne CRM review Overnight Stay 5 3 2011 5 3 2011 ft 7 iOne CRM review 5 3 2011 5 3 2011 ka Ll 8 iOne organize project kick off 5 9 2011 Li 9 Ep iOne conference call appointment 5 13 2011 ll ka LJ 10 ine Revising approval 5 31 2011 e E 11 E Organize my project 6 1 2011 6 1 2011 Li 1 iOne CRM Discussing checklist 6 9 2011 6 9 2011 Ej 13 F ione CRM Phase Analysis 5 9 2011 5 27 2011 a CRM Project Rollup 16 and higher 19 149 CRM Project 4 Microsoft Project import amp export The Microsoft Project interface provides functionality for exporting project plans to Microsoft Project and for creating new projects based on Microsoft Project project plans 4 1 Microsoft Project import ii Microsoft Dynamics CRM File Projects View Charts Add Customize Honag 3 py Activate iz tal Share Follow A EH p Export to Excel F pih vA amp a a a 7 Ww d J Pree ag Deactivate eae sea iy Copya Link Unfollow nal i SF Filter Sta rt Run Import Advanced Fast Time Paul Monson New Edit Connect Assign _ Run j x Delete y a E mail a Link Workflow Dialog Reporte Data Find Entry Records Collaborate Process Data mE Import Project L Projects fat Gg Projects My Projects P Download Template for Import 4 General E Title dnternaly Status Reason Progress Billing Actual MD MD Projected lt BESS Honag intern Server
66. 11 Prepared by Paul Morrison Page 2 of 2 The records are sorted by date You can also use the sorting downward facing arrow besides the table heading to rearrange the records by day The report shows you the amount of working hours per day and the total for the selected period of time If you need more details on a record just click on the relevant line A new window with a Microsoft CRM form record will open 11 9 2 2 Claim for Expenses This report provides all travel vouchers of the selected employee for a certain period of time Only those vouchers are displayed which Paid by field is set to Employee and which status is inactive CRM Project Rollup 16 and higher 86 149 CRM Project 5 Report Viewer Claim for expenses Windows Internet Explorer il j ol 5x startdate 5 1 2011 HE enddate 5 31 2011 Ed View Report User Paul Morrison 7 Mii Id daft ol b Pil a ox Find Next h da Claim for expenses Overview of travels and expenses of Paul Morrison for the period from 5 1 2011 to 5 31 2011 Travel Number Description of the travel Destination ofthe Period of time Net Tax Gross travel TRYO004 One CRM Implementation New York iOne corporation New York From 5 2 2011 6 to 5 3 2011 9 300 00 27 50 327 50 Inc New York 05 02 2011 05 03 2011 Voucher Number Voucher Type VYoucher Date VOU0005 Rental Car 5 2 2011 100 00 7 50 107 50 Vouoo0s Overnight Stay 5 3 2011 200 00 20 00 220 00 Total amount for all
67. 149 CRM Project You can import a provided data set or create your own structures To know more about importing please see section 14 1 3 14 1 1 Area fields overview The Area a contains the following field attributes R for level C as Econo Conti Region Country State City nent Area Name e valid name in English English official eat a fp ppp Sorana man Pe fee International Telephone prefix for an international x x x Dialing Code call 3166 1 Two digit country code defined by ISO x aes Code 3166 1 x 3166 1 Three digit country code defined by apie 3 Code ISO 3166 1 3166 1 Three digit numeric country code Numeric Code defined in ISO 3166 1 Economic data Population Number of residents in the area eee GDP bn The gross domestic product x abbreviated GDP is the total value of all goods goods and services that were produced within one year within the boundaries of an economy and serve the end use Purchasing The purchasing power of money power of 1 US indicates what quantity of goods can be bought with a certain amount of money CRM Project Rollup 16 and higher 116 149 CRM Project 14 1 2 Create new area Find the Area entity selecting Settings gt Extensions For creating a new record of this type click on New You can create your own area and or integrate it into the structure tree by using the fields Superior Area and Level Dep
68. 2 142 142 144 146 146 CRM Project The names of companies and products contained in this documentation may be covered by trademarks or similar intellectual property rights This notice does not grant any licenses under those rights The example companies organizations products domain names e mail addresses logos people places and events depicted in this documentation are fictitious No association with any real company organization product domain name email address logo person place or event is intended or should be inferred All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher All other rights are reserved and this notice does not grant any rights other than specifically described above whether by implication estoppel or otherwise xRM1 Business Solutions a brand of itara GmbH Beethovenstrasse 5 97080 Wurzburg Germany all rights reserved DIN A4 v337 Tel 49 931 66084 111 E Mail sales xRM1 com CRM Project Rollup 16 and higher CRM Project 0 Before you start 0 1 Foreword CRM Project is the 4th module for Microsoft Dynamics CRM supporting project management requirements and processes We recommend that the reader of this manual has basic knowledge of project management and is proficient in working with Microsoft Dynamics CRM If you don t meet these requirements
69. 2 06 2011 6 2 2011 Prepared by Paul Morrison Page 1 of 2 R10 5 The following pages below provide information on the details of the reported records CRM Project Rollup 16 and higher 85 149 CRM Project Report Viewer Employee Activity Overview Windows Internet Explorer ol x Help File Stat 5 30 2011 S End 6 2 2011 Be ae ee Employee Paul Morrison x Show activities with Duration 07 O True False id 4 2 of2 gt bi fios E mandine roa T Employee Activity Overview Activities like Task Appointment E Mail Letter Fax Phonecall Stat Regarding Subject Work h 5 30 2011 iOne CRM Phase Concept io iOne planning concept 8 00 iOne CRM Implementation New York A iOne Revising approval 0 50 Total 5 30 2011 8 50 5 31 2011 iOne CRM Phase Concept Eo iOne CRM define concept 0 50 g iOne CRM Implementation Asia o iOne Asia completed Oder 1 00 Gj One Demo License Key expired Eo iOne Cases create new License key 1 00 lj One Synchronising Issues with Outlook Eo iOne Cases solved synchonizing issues 1 50 iOne CRM Phase Concept o iOne CRM preparation concept 4 00 PE Anthony Clerk Pp Call Customzer 0 50 Total 5 31 2011 8 50 6 1 2011 iOne CRM Implementation New York Eo Organize my project 3 00 Honag Inc Eo Billing and invoicing 5 00 Qy Peter Miller D Call Peter Lead Miles Inc 0 50 Total 6 1 2011 8 50 Total 5 30 2011 till 6 2 2011 25 50 6 2 20
70. 3 Travel settings 10 4 Settlement of travel expenses vis a vis the customer 10 5 Settlement of employee travel receipts 11 Project controlling 11 1 Dashboard 11 2 Controlling in the user interface of Microsoft CRM 11 3 Project analysis with the Work Breakdown Structure 11 4 Project analysis with the Project Gantt chart 11 5 Project controlling with the organization wide Gantt chart 11 6 Project portfolio controlling with Project Portfolio report 11 7 Project data history 11 8 Digital signature CRM Project Rollup 16 and higher Error Bookmark not rT CRM Project 11 9 Project Management Reports 11 9 1 Dashboard Reports 11 9 2 CRM Project Standard Reports 11 9 3 Reports from the report package 12 Billing 12 1 Prerequisites for the billing process 12 1 1 Users services products and price lists 12 1 2 Basic settings 12 1 3 Assignment of a project to a customer order 12 1 4 Order products 12 1 5 Output assignment 12 1 6 Travel settings in the order 12 1 7 Invoicing incl taxes 12 2 Running the billing process 12 2 1 General billing process 12 2 2 Billing preparation 12 2 3 Printing the timesheet for the customer 12 2 4 Creating invoices 12 2 5 Completing the billing process 13 Project completion 14 Extensions 14 1 Area 14 1 1 Area fields overview 14 1 2 Create new area 14 1 3 Import of Area records 14 1 4 Integrate and apply Area 15 Licenses and authorization 15 1 Settings 15 1 1 Request a license
71. 50 11 eG iOne Analysis Infrastructure 5 2 2011 Appointment 1 Stewart Ingram System Integration 1 50 1 50 187 50 187 50 1 za iOne Analysis Infrastructure 5 3 2011 Appointment 1 Stewart Ingram System Integration 3 00 3 00 375 00 375 00 13 EG iOne Analysis Infrastructure 5 4 2011 Appointment 1 Stewart Ingram System Integration 2 00 2 00 250 00 14 Eo iOne Analysis Infrastructure 5 4 2011 Appointment 1 Stewart Ingram System Integration 2 00 2 00 250 00 250 00 16 E iOne CRM Concept 6 15 2011 9262 50 975 00 The Title column shows the title of the relevant project node or for activities the description of the activity carried out The state of records is denoted as follows by a colored flag for quicker processing Processing black Planning orange Completed green Interrupted cancelled grey The list is based on the project structure In a project node sorting of activities is in ascending order by column Date Column Activity Type specifies which type of activity the project entry is Column Number of People displays how many participants are entered in that activity For appointments and service activities this number can be 1 or more If the participation count of an entry is O it is generally because a project member has entered an appointment for him herself and has forgotten to save him herself as a participant resource for the appointment Employees Find the names of the employees who have worked
72. Asia iOne Asia completed Oder Fas a Contact 6 00 PM 4 Project iOne CRM Phase Concept iOne CRM preparation concept Campaign B 6 1 2011 9 00 AM 12 00 PM 3 Project iOne CRM Implementation New York Organize my project Pat at 6 1 2011 12 30 PM 5 30 PM 5 Account Honag Inc Billing and invoicing La z B The top menu of the Fast Time Entry is used for creating new entries Current time Sets all dates and time values to the current time Filter Select whether or not recently used entities or all entities are listed in the project list View Filter which displays entries for the selected time period Yesterday today this week or last week Name Displays the user currently logged on This user will also be designated for creating any appointments Date Date entered Start time Start of the entry End time End of the entry changes automatically if the work duration changes Work h The work time of the entry is automatically filled with start and end time Subject The description of the time entry Type List of entities available for time entries Regarding List of the records available for employee entries for selected entity types ETC Estimated Time of Completion Here you can register any work that still needs to be completed See section 9 8 for details i Save Saves the activity as complete All time entry mask entr
73. IE Ei CRNI Project Enterprise David van Veen 20 71 gt Process Center C Ei CRM Praject Enterprise Peter Maurer 70 i Extensions C a CRM Project Enterprise Faul Morrison 60 L Competences m bay CRM Project Professional Patrisha Anderson 50 fig Product Service Assignments fll CRM Project Professional Patricia Adam ii P VAT Keys C Bk CRM Project Professional Scott Campbell Id i 30 cg Idea Types C B CRM Project Professional Steven Clark es xRM1 License Assignments 20 a RMI Ress C Ei CRM Project Standard Resource Management Tiffany Underwood i Rewards a Ei CRM Project Standard Resource Management Sebastian Claasen 10 Absence Administration E Ei CRM Project Standard Resource Management Simon Conrad F Or is se amp ee 1 oe omne ke ao 5 Ei CRM Project Standard Resource Management Tanja Unger E uo T T m T uuU ZZ C Ei CRM Project Standard Resource Management Stijn van Campen 3 TE E re vE E E E Workplace C a Idea Management Employee Scott Campbell co ow E E E Sales C ta Idea Management Employee Stan Dixon aray fi E E 5 O Ei Idea Management Employee Stewart Ingram ika Marketing License Type T Ei Idea Management Employee Fatrisha Anderson Service dea Management Employe ori Smith l i C a Idea Management Employee Tori Smith MM Assigned ME Available Projects Ei Idea Management Employee Tiffany Underwood Cc Ei Idea Management Employee Marc Jones ha L 1 134 of 134 0 selected 4 4
74. Information f Sales Title Customer iOne CRM Implementation Customer 9 iOne corporati HA Progress auto 17 19 M Description amp Notes L Settings Internal Information Title Internal lione CRM Implementation Ident Number Status Reason Processing Related Owner amp PaulMorrison Ql Level Project Biling Time amp Material Adiviti Parent Project re Priority High x Risk Low X gt Planning Part EPEA ERED Division amp HonaguscR HA Classification Default Value lt Code gt Controlli r v Duration Processes Real Start Last Activity 5 13 2011 Eam Fixed Date C Yes No Start projected 5 9 2011 fe v End projected 19 2011 Tv SE Status Reason Processing Level Project The second option includes the following steps Open the project to be completed Select Calculate and Complete in the project menu Confirm the dialog with the Start button The project is calculated for final updating of all the values Then the project including elements underneath is completed Note CRM Project issues a warning message if the project or a subproject does not yet contain completed activities The project cannot be closed until all activities are complete Tip This function can also be used to close subprojects of an overall project The function always pertains to the part of the project from where it was called and all subprojects underneath CRM Project Rollup 16 and higher 114 149
75. Name MwSt Deutschland not taxable due to reverse charge Europa procedure or 3rd Party country Tax Key for Tax Free products Name MwSt Deutschland frei Reduced Tax Key for value added tax VAT Name MwSt Deutschland reduziert Standard Tax Key for value added tax VAT Name MwSt Deutschland voll Tax Value Rate is not taxable in Germany due to Tax Rate 0 0 reverse charge procedure or 3 Party country Rate for Tax Free products Tax Rate 0 0 Reduced rate of value added tax VAT in Tax Rate 7 0 Germany Standard rate of value added tax VAT in Tax Rate 19 0 Germany The activation can subsequently start Activation Wizard Microsoft Internet Explorer provided by itara GmbH i l j Oo x ta Finish activation Page 4 of 5 The wizard now has all the necessary information To process the selected options please click Finish Please note that this may take several minutes For any issues and questions please don t hesitate to contact our xRM1 Support Back Finish Cancel After the activation has finished the following message will appear CRM Project Rollup 16 and higher 129 149 CRM Project Finish activation Page 5 of 5 For any issues and questions please don t hesitate to contact our xRM1 Support 15 3 2 Activating a temporary or permanent license When you select the option to activate a temporary or permanent license a window will appear where you wil
76. Options Tags Untrack Set aaa Zoom __ CRM Fields invitation aul v i Regarding v 29 view in CRM Actions Show Attendees CRM zoom Room Finder vx Invitations have not been sent for this meeting i a Paul Morrison US CRM International Ethan Carter US CRM International 4 June 2011 gt L Subject iOne Project Meeting J cee eee a Send DE t 59 30 i 3 4 Location Rooms 5 6 7 8 9 10 it ea LT BS REA SRI IEPA OIE I RODE AI EI POI ARAN LSPS SINISE AEA AI ENN Re SEED 12 13 14 15 16 1 16 ae eS ere 19 20 21 22 23 24 25 Start time Thu 6 2 2011 10 00 PM C All day event 26 27 28 29 30 1 4 Endtime Fri 6 3 2011 2 004M x E3 Good 7 Fair i Poor Choose an available room None es Microsoft Dynamics CRM Regarding iOne CRM Implementation New York 2 Options This meeting is being tracked in CRM ay Related records g itara Administrator Paul Morrison Ethan Carter Suggested times Suggestions cannot be provided because free busy data could not be retrieved x Use the CRM integration of the Microsoft CRM Outlook client to establish a reference to the required project node This records the appointment in Microsoft CRM but does not yet enter it To enter the appointment mark it as completed in Microsoft CRM 9 2 Time entry via the Fast Time Entry mask The Fast Time Entry mask helps to make employee time
77. Pagel 3 Click on the chart to perform D Gif Resource Center Al A6BtCBDEFGHI J JEKLMNOPOQGORSTUVWK YY fq S F To assign a license to a user select Settings gt License Assignments and New on the ribbon bar In your open window select the License User and the License Type that the specific user should have We recommend assigning roles automatically After saving and closing the user is displayed with the newly assigned license from the list of active allocated licenses CRM Project Rollup 16 and higher 136 149 CRM Project xRM1 License Assignment license Assignm ent Microsoft Dynam CRM Windows Internet Explorer XRM1 License Assignment Customize tod be iem B am O B Assign Run Start Run a E mail a link Workflow Dialog Report Collaborate Process Data xRM1 License Assignment License Assignment General License User amp Paul Morrison Assign Roles License Type CRM Project Enterprise Ql Status Reason CRM Project Rollup 16 and higher 137 149 CRM Project 16 Additional configurations and customizations 16 1 Personnel data of users For CRM Project to be able to bill the costs in a project correctly the hourly rates of all Microsoft CRM users working in projects must be stored in the CRM system User Paul Morrison Microsoft Dynamics CRM Windows Internet Explorer nan ie Oj x i Microsoft Dynamics CRM Paia O User Customize Honag A
78. Prefix for automatic receipt numbering Length of time in which cached user specific Log level Here the log level is set CRM Project Rollup 16 and higher 126 149 CRM Project To begin a solution test as quickly as possible we recommend configuring basic data demo data The following data will be created Entity Record Description Values Default Unit for Travel Name Per Diem Default Unit for Mileage Billing Name Mile Default Unit for Work Travel Times Name MD Unit Group for Travel Name XRM1 Travel Unit Group for Mileage Billing Name xRM1 Distance Unit Group for Work Travel Times Name xRM1 Work Product for Travel Times Name Traveltimes xRM1 Default Unit MD Unit Group xRM1 Work Default Price List Price List xRM1 Decimals Supported 5 Product for Travel Expenses Name Travelcosts xRM1 Default Unit Per Diem Unit Group XRM1 Travel Default Price List Price List xRM1 Decimals Supported 5 Product for Mileage Billing Name Distance xRM1 Default Unit Mile Unit Group xRM1 Distance Default Price List Price List xRM1 Decimals Supported 5 Product for a Service Product 1 Name Professional Service 1 xRM1 Default Unit MD Unit Group xRM1 Work Default Price List Price List xRM1 Decimals Supported 5 Product for a Service Product 2 Name Professional Service 2 xRM1 Default Unit MD Unit Group xRM1 Work Default Price List Price List xRM1 Decimals Supported 5 Pro
79. Project Rollup 16 and higher 146 149 CRM Project gp Solution Default Solution Field Explorer gt Filter an Fields y A M Only show unused fields Form Project Journal Budget I Base Budget Personne Cost Base Budget Sum Base Costs 2 Base Created By Delegate Currency Exchange Rate Material costs E Base Modified By Modified By Delegate Modified On Personnel costs E Base Revenue achieved I Base Revenue invoiced X Base Revenue projected Z Base Status Status Reason Temporary Created On Total Budget X Base Travel costs Base You can add additional data types and fields through standard CRM processes To adjust the time interval for data recording or trigger for updates simply modify the Create Journal Entity workflow configuration CRM Project Rollup 16 and higher 147 149 CRM Project Process Create Journal Entry All languages xRM1 Microsoft Dynamics CRM Windows Internet Explorer E close amp O Deactivate a3 Show Dependencies Actions e FA Process Create Journal Entry All languages xRM1 Working on solution Default Solution Information 4 Common General Administration Notes Z Information Audit History Y Hide Process Properties 4 Processes Process Name Create Journal Entry All languages xf Entity Project Ca Workflows Activate As Process Category W
80. RM views A fast time entry mask is used for entering work hours Please refer to section 9 2 for details on the Fast Time Entry function CRM Project Rollup 16 and higher 10 149 CRM Project 1 1 16 Employee Cockpit The Employee Cockpit function is located on the top menu bar in many Microsoft CRM views This function is used for entering working hours Please refer to section 9 3 for details on the Employee Cockpit function 1 2 Using project management functions at the individual workplace Selected functions for projects plannings and work organization can be displayed or hidden at the individual workplace of every user Dashboards Rh z New Record gt 7 gt Tools b E Options Help b Close gp bDupntare verection EA Queues iQ Articles E Reports Ef Announcements New Activity gt GR E Set Personal Options Webpage Dialog 3 x Set Personal Options Change the default display settings to personalize Microsoft Dynamics CRM and manage your e mail templates General Workplace Activities Formats E mail Templates E mail Languages 7 Select which groups are displayed in the Workplace pane Preview Select Workplace Areas gt My Work Sales gt Customers Marketing 4 Scheduling Servi B Gantt Service E3 Resource Utilization V Scheduling al Service Calendar Travel E Requests for Leave ga Work Schedule ttp crm 5555 CRM tools personalsetti Gi Local
81. Save amp New 4 Recurrence J G al i p Delete P Edit series A a Mark Save Save amp Attach Add To Connect Addto Queue ltem Assign Process Run Complete Close File Note Opportunity v Queue Details Pi Leport Save Include Scheduling Convert Activity Collaborate Data Information Ha Appointment H Appointment New l Notes j M Details Appointment M Travel Management Project Management subject Location Related Regarding Fa 4 Common i z Ui Connestions Scheduling Information A Audit Histor Required re 4 Processes Optional Fs G Workflows pg R E Start Time 6 3 2011 3 30PM Duration 30 minutes vi End Time 6 3 2011 mme 4 00 PM All Day Event a Show Time As Busy v Priority Normal X Status Open 100 5 Tip If you are simply planning the activity to carry it out in the future i e the information and values in the activity can still be changed select Save amp Close to close the activity You can open the activity again at a later time to modify it and then mark it as complete to enter it for the project Note CRM Project does not support entries over day boundaries If you want to enter appointments spanning several calendar days you must create a single activity for each day Appointments must always be entered within the same calendar day Work within one day is calculated on the basis of conversion 8 hours 1 man day This means that if you had a meeting of 1
82. Update USA Processing 0 00 No 0 00000 10 00000 iy Gantt ga ae ure n ME iOne CRM Implementation New York Processing 17 19 Time amp Material 13 06250 76 00000 S SaR H i i i j eet el Oe eee Team Calendar mE jOne CRM Implementation Asia Planning Fixed Price 0 00000 55 00000 aa 4 1 1 Prepare import To import a Microsoft Project project plan in CRM Project the plan has to first be based on CRM Project s Microsoft Project import template Therefore you must first download the Microsoft Project import template from Microsoft CRM Xcel A A T Advanced Fast Time Find Entry i tne Import Project p Download Template for Import The system creates a template for Microsoft Project as an XML file Save this file and open it with Microsoft Project Task Resource Project View Team Format cut a Mark on Track u Inspect Summary ain Ju 2ee2e 7 a gt 23 Copy 7 gt Respect Links EB Move v gt Milestone Gantt Paste sty ow Q 3 S Auto Task Infor Chart F Format Painter B 7U 2 A Ep 73 amp amp S inactivate Schedule F Mode Deliverable Views Clipboard Font a Schedule Tasks Insert a TW Start a Fri 12 2 11 Q Task Task Name Duration y start y Finish y Predecessors Resource Names Mode af To use this template ade 1 day Fri 12 2 11 Fri 12 2 11 LEVEL PROJECT M lt Um die Vorlage zu verwe 1 day Fri 12 2 11 Fri 12 2 11 LEVEL PROJECT
83. a Amount customer Work vec No Timesheet A Cleared approved by Amount Project Manager The Start and End dates are relevant for the positioning of the usage within the chronological sequence of the project Material costs are taken automatically from the relevant product if they are in the Current Cost field Also the number of units used and the frequency of usage within the time period selected must be specified CRM Project Rollup 16 and higher 68 149 CRM Project Product Flipchart paper A Warning A default price list has not been set v General ID FP Name Flipchart paper Subject Fe Product Type Sales Inventory v Unit Group i Amount ie Quantity On Hand Default Unit Piece Ql URL Currency f US Dollar Ql VAT Key Fe Costs Default Price List re List Price 5000 Decimals Supported 93 Standard Cost 530 00 Ea Current Cost 533 00 The amount billed to the customer can be assigned by the relevant user or the Project Manager The list price stored for the product can be used here as an indication Alternatively the material can be added to the order to have the individual customer price calculated by Microsoft CRM As with all other activity types described above it is also important for material usage that field Regarding contains the project node to which the service is to be assigned Select Mark Complete to enter the resource for the project 9 7 Effect of time entry on the project By entering times
84. ablished that a project node is not at the correct place within the project hierarchy you can correct it as follows Open the project node in question by clicking the line number of the relevant element In lookup Parent Project Part correct the project node underneath which you wish to position this project part and save the changes v General External Information Title Customer iOne CRM Implementation Internal Information Title Internal iOne CRM Implementation New York Owner amp Paul Morrison re Parent Project Part re To view the change in the Gantt or the Work Breakdown Structure you may need to refresh the view You can easily make changes directly in Gantt or Work Breakdown Structure by using the Drag amp Drop function To move the node using drag and drop you move the mouse to the second column of the corresponding node in WBS or Gantt and fix it with the left mouse click dragging it to the desired location in the structure Once you release the left click the node is moved to the new location placed the new structure Thus the relocated node receives a new higher ranking node CRM Project Rollup 16 and higher 43 149 CRM Project Project Projects vi ii iOne CRM Implementation New York of Filter Activities Completed _ Connections Automatic _ View 7 31 90 365 a Title Start End 2011 projected projected May June July L 1 6 E iOne CRM Implementation New York 5 9 2011
85. after completion Optionally the wizard can create demo data or initialize standard default settings Click Next to continue For any issues and questions please don t hesitate to contact our xRM1 Support Next Cancel First you will be asked whether you would like to activate a test version temporary or purchased license CRM Project Rollup 16 and higher 124 149 CRM Project http crm 5555 Activation Wizard Windows Internet Explorer oe License activation for xRM1 Business Solutions Page 1 of 5 Activation options i I would like to begin with a free trial without license valid 14 days beginning with import i I would like to to use a temporary License i I would like to upload a license For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel 15 3 1 Activate a free trial Here you choose the solution s which you would like to be activated by checking the applicable boxes Activation Wizard Microsoft Internet Explorer provided by itara GmbH lol x ta Selecting your xRM1 Business Solution s Page 2 of 5 Which solution s would you like to activate for testing CRM Project _ CRM Project Employee _ CRM Project Standard Billing and Invoicing _ CRM Project Standard Resource Management _ CRM Project Professional x CRM Project Enterprise Idea Management _ Idea Management Emplo
86. age shows a graphic schedule summary the following pages provide information on the details of the services provided A depiction of the differences between internal and external postings is displayed Report Viewer Employee Timesheet Windows Internet Explorer o x He Start 5 16 2011 S End 5 31 2011 a Employee Paul Morrison id ft of3 gt di 100 Find Next wh e Employee Timesheet Intemal and extemal employee s time entries in the selected time period Paul Morrison 5 16 2011 until 5 31 2011 Weekend Absent 9 Leave MM External Internal 777 Ti d O e N A Oa NG 5 16 2011 5242011 Effective 6 2 2011 12 05 58 PM CRM Project Rollup 16 and higher 90 149 CRM Project Report Viewer Employee Timesheet Windows Internet Explorer Start 5716 2011 Be Employee Paul Morrison hi i 4 2 of 3 gt bi Employee Timesheet End 5 31 2011 ca intemal and extemal employee s time entries in the selected time period Date Project 5 16 2011 Absent 5 17 2011 Absent 5 18 2011 Absent 5 19 2011 Absent 5 20 2011 Absent 5 23 2011 BLI Project Management Implementation 5 24 2011 BLI Project Management Implementation 25 2011 Leave 5 26 2011 Leave 5 27 2011 BLI Project Management Implementation Honag intern Server Update USA 5 30 2011 iOne CRM Implementation New York 5 31 2011 iOne CRM Implementation New York iOne CRM Implementation Ne
87. al MD work and type Costs are changed very often We therefore recommend the explicit exclusion of these fields from the monitoring process Only include these fields in the monitoring process when they are urgently required for the analyses and when you can guarantee that your system is powerful enough and adequate resources are in place to store the additional data volume CRM Project Rollup 16 and higher 42 149 CRM Project 6 Structuring projects 6 1 Creating lower level project elements Depending on the project size and structure it may be sensible to subdivide the project into more sub elements To do so the following level types are available Program Use programs to bundle projects with related goals related as part of your multi project management Project A onetime undertaking with start and end dates possibly comprising of multiple synchronized activities taking into consideration the constraints pertaining to time and resources to meet the defined goal Phase The phase represents the most general subdivision of a project for example for building a house phase 1 planning and phase 2 construction Phases can themselves contain subprojects work packages and milestones Phases should be used to create time based brackets rather than content based ones Subproject Subprojects can be a content based subdivision of a project or phase for example in the Construction phase of the house building subproject 1 i
88. am member the volume of work projected work minus work already entered in this project node is spread evenly over the time period The lower the volume of work or the longer the time the lower the utilization per day of the employee The utilization resulting from project nodes is shown in blue for projects in processing and in orange for projects in planning Appointments and service activities having a project node as a reference for which the employee is scheduled as a team member are interpreted as date blockers for the tasks within the project node These times are thus deducted from the total service volume within the assigned project node and the remaining work volume is spread over the time of the project node 8 2 1 Organization wide resource utilization Organization wide resource utilization can be found under the main Projects menu option This view displays all the projects ongoing within the time period selected with the employees and service involved CRM Project Rollup 16 and higher 52 149 CRM Project Tip For more details on the activities scheduled for an employee on a particular day simply move the mouse to that day displayed next to the mouse as a tool is the specific day schedule 8 2 2 Project related resource utilization Project related utilization is available for every project from the Project Utilization menu option The utilization values displayed there pertain only to work from the respective project
89. as follows If you are using Microsoft CRM Online your server will be installed on UTC time so the offset will be 0 If you are accessing a server from clients in a different time zone you have to insert the time zone offset of your server compared to UTC in minutes E g if your server is located in EST UTC 5 then your time zone offset is 5h x 60 300 Minutes E g if your server is located in Sydney UTC 10 then your time zone offset is 10h x 60 600 Minutes CRM Project Rollup 16 and higher 122 149 CRM Project e Numbering Set the number range and prefix for the automatic project numbering When no prefix is set the project will be consecutively numbered without a prefix If you don t enter a number as a starting value no numbering will be done for project nodes e Planning Table Here you control the rights of the project members if you enter allocation of O in the Planning Table e Activating Show planned work in users Outlook calendar will allow project allocations team entry through the Planning Table to be synchronized and viewed with Outlook Calendar 15 1 4 Travel Management Solution xRM1 Rollup 12 Microsoft Dynamics CRM Windows Internet Explorer _ oO x Close j Actions Help E Solution xRM1 Rollup 12 We 3 Information Solution xRM1 Rollup 12 Configuration 97 Information Configuration of xRM1 AF Configuration a Components gt Yay Entitie TA Ent
90. ase Concept 20 00 6 81 Q m 6 E iOne CRM Milestone __ 7 E FJ iOne CRM Phase Realisation 20 00 20 00 O 8 E H iOne CRM Phase Rollout 20 00 11 4 Project analysis with the Project Gantt chart In addition to the Work Breakdown Structure the project tree provides more information on the scheduled implementation time periods as well as the state of work and expense in individual project elements Please refer to section 1 1 20 for details Project Project v iOne CRM Implementation New York of Filter v Activities Completed Connections Automatic View 7 Kii 90 365 a 2011 gii May June July fa 1 peaa 2 E F iOne CRM Phase Analysis j 3 iOne CRM Analysis Processes esa j iOne CRM Analysis Infrastructure thus 5 FJ iOne CRM Phase Concept m 6 F iOne CRM Milestone g 7 E FJ iOne CRM Phase Realisation Il _ 8 ione CRM Infrastructure Adapt hua 9 iOne CRM Integration amp Interfaces B 10 ione CRM Customizing amp m 11 iOne CRM Phase Rollout CRM Project Rollup 16 and higher 78 149 CRM Project 11 5 Project controlling with the organization wide Gantt chart The organization wide Gantt chart provides an overview of all the projects that are in processing or planning within your organization If projects have sub project nodes you can expand them by pressing the sign in front of the project name Projects Gantt Micro
91. ated On Fax aa Created By A M 4 Details X ie Budget Costs Budget 2 Budget Projesi Personnel costs Personnel costs 2 Project Budget Budget Personnel Cost 2 Project Piste Personne Cost Material costs Material costs Project D 2 Default value Total Budget Z Total Budget Project Travel costs Travel costs 3 Project Budget Sum Budget Sum original 2YProect costs 2 Costs rect originally Work Revenue Actual MD JAMO 2 Project Revenue Revenue projected 5 Project projected 2 Pending MD 2 Pending MD fProject Revenue Revenue achieved Project MO projected MD Projected 2 Project achieved 5 Revenue Revenue invoiced Project MD projected MD Projected Originally Project invoiced originally 2 Sales Mosam MD sold 2 Project 4 Additional Fields Temporary Created On f x Currency Currency Project http crm 5555 CRM SFA Workflow entityform aspx activityname CreateStep6SentityFullName xrm 1 _Project_journal amp entityr Local intranet Protected Mode Off Z Additionally the date and time of the last update is saved in the project field zj Project Information Microsoft Dynamics CRM Webpage Dialog id Save and Close Process Create Journal Entry All languages xRM1 Update Project 4 Settings Automation amp Controlling Inherit Yes No responsibility Forecast Calculation Monetarily Currency A
92. ation Purchasing Power of 1 US To import the Area data set onto the system first extract the zip Folder Area_Content_Various_Languages and then start the CRM import function With Browse select the xml File in your UI language for import For example select Area_EN file if the language of your user interface is English CRM Project Rollup 16 and higher 117 149 CRM Project S Import Data Wizard Webpage Dialog Upload Data File Help Select a data file to import into Microsoft Dynamics CRM Data file name C Datentexamples Area_EN xmi Browse Supported file types XML Spreadsheet 2003 xml csv At and zip http jcrm 5555 CRM WebWwizard en a Local intranet Protected Mode GFF ve 14 1 4 Integrate and apply Area You can easily integrate the Area into your business processes For example you can use the Area data and structures for Organizing evaluating and controlling your global projects Organizing your travel depending on the location Design your invoicing processes according the relevant location etc 15 Licenses and authorization To have complete use of your xRM1 Business Solutions the following standard settings are to be adjusted once Settings can be automatically adjusted with the help of the xRM1 Activation and Configuration Wizards see Section 15 3 or 15 4 or set manually 15 1 Settings Settings for xRM1 Business Solu
93. avel Time is billed once for this trip for every employee Billed amount 1 trip 1 employee 300 00 300 00 Note Receipts with flat rate billing are denoted Flat in the timesheet 12 1 6 2 Processing of travel costs The following options can be selected for travel costs miles driven receipts etc CRM Project Rollup 16 and higher 97 149 CRM Project No billing of travel costs Travel costs are not included in the billing process Flat rate billing for every trip A flat rate calculation of travel costs can also be performed as an alternative The product for billing travel costs see basic settings is used as basis Within the specific order this order product is then used to enter the flat rate amount per travel The amount of the travel cost product is billed for every trip i Billing of receipts marked by the Project Manager Information on the amounts to be invoiced is calculated with the billing function through the receipts marked for billing Required within the order for this variant are the product for billing travel costs and the product in which the mileage allowance for this customer order is defined see section15 For the billing process the billing function uses the mileage rate for all receipts of type Company car and the product for billing travel costs for billing all other travel costs A totalized amount for all receipts is provided here The timesheet contains details on the receipts Note R
94. basis for decision making CRM Project makes available three different ways to show resource utilization Global resource utilization over all projects and all resources in the organization Resource utilization for a specific project and the resources scheduled there Personal utilization of every single employee within his or her work schedule 8 1 Prerequisites The fundamental prerequisite for resource planning are up to date information on the availability of existing resources This is why the following settings must be configured beforehand in the CRM system 8 1 1 Employee work hours For information on the availability of employees to be shown correctly the work hours of employees must be set correctly in the CRM system This is a standard function of Microsoft Dynamics CRM The settings must be configured in the calendar of individual users User CRM Project HR Manager X E Users vit General Paul Morrison M Addresses Project Management Monthly View Related xX More Actions v 4 Common 7 New Weekly Schedule B Teams Work Schedule for One Day C eee N i Security Roles g Time Off Tuesday Wednesday Thursday Friday Saturday A G Field Security Profiles 3 P a E Quotas Ea Work Hours f 2 30 Jai 1 23 00 PM 1200 A Dj 3 00 PM 1200 A2 3 00 PM 12 00 A 2 Z 3 00 PM 12 00 Z 3 00 PM 12 00 A S Connections Audit History 8 Project Team 5 6 7 5 9 10 il Ai 3 00 PM 12 00 A z 3 00 PM
95. bsence entry in the Outlook calendar for the employees for the duration of the trip 10 1 Creating travels O x Ai Microsoft Dynamics CRM Paul Morrison Travel Add Customize Honag Information Bp Travel Travels v b General iOne CRM review iOne corporation Inc 02 05 2011 03 05 2011 M Address Costs v General M Billing Description amp Notes General Title iOne CRM review iOne corporation Inc 02 05 2011 03 05 2011 Project iOne CRM Implemen A Related paket Account J iOne corporation Inc A Travel By 5 2 2011 Fev 6 00PM Travel fi RVO004 4 Common Number Z Activities Owner Paul Morrison Travel Until 53 2011 EB 9 00 PM Department Closed Activities Sy Connections v Address Audit History i R ding Appointment a Customer E en A sf Rees Destination Customer fy Regarding Service Activ A Travel Vouchers v Costs 4 Processes G Workflows Travel Times MD 0 0000 Travel Costs sooo Receipt Costs sooo Dialog Sessions v Billing Billable Currency au HA Timesheet Te Cleared Amount s Status Processing Billed No 100 4 New travel can be created within the Microsoft CRM menu or within a project node When creating a travel within a project node the Project field is automatically prefilled by the system The Title is automatically filled in and contains the project name destination and travel period Owner is the employee taking t
96. calculated as end date less start date Predecessors The Predecessors column enables you to define one or more project nodes as predecessors for the project node selected Different types of relationships are possible Level Represents the level defined in the project and allows a change of level via a drop down menu Owner Represents the owner of the relevant project node This selection can also be changed via the field Only users who are enabled for project management are shown in this list Status Code The state reason of the project node MD Projected Level Represents the man days projected for the respective project node You can enter changes directly CRM Project Rollup 16 and higher 34 149 CRM Project MD Projected Inherited MD Projected 2 Actual MD 2 Project form information calculated by the system shown read only MD Sold Level Information from the same named field in the project form with the possibility of changing it directly Classification Shows the project classification with the ability to change it Priority Shows the selected value from the project form with the ability to change it Risk Shows the selected value from the project form with the ability to change it 5 3 1 8 Functions of the Work Breakdown Structure The following functions are available within the tabular view of the Work Breakdown Structure 5 3 1 8 1 Shortcuts located in the keyboard The following key sh
97. criptions every time you make an entry You also benefit from an improved overview of your daily plan Make entries that pertain to more than one project as well as repeatedly to these projects Don t forget to correctly distribute the required time 0 5 Terminology 0 5 1 Work In CRM Project the term work pertains to the actual work time of resources within a project or a task Work is specified in hours or man days MD The duration of personal days can be individually entered into settings 8 hrs is the default standard All fields containing term MD in CRM Project manage project work projected sold and entered 0 5 2 Duration Duration defines the overall time period in which work is carried out for a project In CRM Project the duration is specified with date values defining the start and end of the duration The duration exists in different forms within CRM Project scheduled duration and actual duration for e g 0 5 3 Costs Costs define the monetary expenditure the project creates within your organization These are only internal costs in different forms from personnel related expenditure material usage travel etc 0 5 4 Budget The Budget represents the projected cost of the project CRM Project allows you to plan the available overall budget for a project as well as split a budget for personnel costs and other costs material usage travel etc 0 5 5 Revenue Revenue is a cal
98. culated amount based on the activities work and daily rates of a project order CRM Project provides the values for projected achieved and invoiced revenue at the corresponding daily rates As a result a fully automated calculated forecast is available 0 5 6 Project nodes Projects are made up of massive amounts of information Project structures are comprised of many elements phases subproject work package and specific activities To ensure a uniform description CRM Project uses the term Project node on all levels of the project structure A project node is an element within the project structure With additional parameters such as the definition of the level the project node becomes a project a phase a subproject a work package or a milestone CRM Project Rollup 16 and higher 7 149 CRM Project 0 6 System requirements In order to use CRM Project several system requirements must be in place They can be found in the Getting started guide on our website http www xRM1 com CRM Project Rollup 16 and higher 8 149 CRM Project 1 The Project Management Module in Microsoft CRM Below is an overview of the areas and functions of the 4th module for project management in Microsoft CRM 1 1 Project Management functions in Microsoft CRM Projects All Active Projects Microsoft Dynamics CRM Windows Internet Explorer iol x i Microsoft Dynamics CRM Pani Morison S File Projects View Charts Add Cust
99. d Actual MD Z MD Sold Level Classification Code Priority Risk 1 iOne CRM Implementation New York 68 00 76 00 13 06 Default Value High Low e LJ 2 E E iOne CRM Phase Analysis 8 00 8 00 5 75 Q kal 3 iOne CRM Analysis Processes 6 00 4 50 gerlas iOne CRM Analysis Infrastructure 2 00 1 25 Q ual 5 Ea FJ jOne CRM Phase Concept 20 00 6 81 Q m 6 E iOne CRM Milestone E 7 F iOne CRM Phase Realisation 20 00 20 00 _ a H z iOne CRM Phase Rollout 20 00 5 3 1 1 Complete button With the Complete button in the project tree several work packages can be simultaneously marked as complete If an open activity is still present in a project node the node can not be marked as complete You will be prompted with an error message To complete a project node make sure to mark all activities and task within the node as complete 5 3 1 2 Filter The filter is available in the Work Breakdown Structure the project related Gantt chart and the company wide Gantt chart and filters the elements shown using the Classification attribute see section 5 1 2 2 for details on the attribute The filter Mainnodes only option is only available in the company wide Gantt chart because there is only ever one main node in the project related Gantt chart Any number of classification values can be included excluded Filtering pertains by default to all nodes in the project structure displayed Alternatively all el
100. d is the sum of fields MD Projected Level and MD Projected inherited The value therefore represents the sum of projected number of man days for this and all project nodes underneath MD Projected Level This field is used to plan the man days expected as work for the project node currently selected Values MD Projected 3 and MD Projected inherited are only controlled by this field MD Projected inherited The value in this field is calculated by the system This field sums up the projected work in man days from the lower level project elements CRM Project Rollup 16 and higher 26 149 CRM Project 5 1 4 2 Pending Pending Pending MD Pending MID Pending MD Level inherited Note Values in the Pending fields are only calculated if the Forecast Calculation field option under Settings is By Activities s Pending MD 3 The value in this field is calculated by the system This field shows all projected work in man days for the relevant project part including the project parts underneath Looking at the topmost area of a project this field shows the total work projected in the project As soon as any personnel related activity has been planned for this project node or one underneath the work time specified in the Duration field of the activity is added to the value available there by CRM Project s Pending MD Level The value in this field is calculated by the system Summed up
101. d on Hide completed automatic mode and the View option 11 6 Project portfolio controlling with Project Portfolio report The project Portfolio report can be started by going to Projects gt Run Reports gt Project Portfolio The report consists of two parts the diagram and the project overview table CRM Project Rollup 16 and higher 79 149 CRM Project The diagram is based on the earned value analysis and represents the performance and cost deviation status of projects The circles in the matrix represent the projects The circle sizes are determined by the total budget amount 2 Internal projects are gray and external projects are blue The x axis displays the Scheduled Performance Index abbreviated SPI The index measures the actual project progress in relation to the timle progress If the calculated SPI and the performed work in the project is less than 1 the project is displayed on the matrix on the left hand side If the calculated SPI is greater than 1 the project is represented on the right of 1 Report Viewer Project Portfolio Windows Internet Explorer id 4 fi of2 gt bil a 100 Find Next zd GA re Project Portfolio Projectdetails with Key Performance Indicators SPI Effective 6 2 2011 6 08 14 PM Prepared by Paul Morrison The project overview table represents the most important project values and indicators Looking at the overview you can recognize the projects with high risk a
102. d the required tax keys for full reduced and free tax rates Tax Keys Active Tax Keys Microsoft Dynamics CRM Windows Internet Explorer oj x l Microsoft Dynamics CRM Paul Morrison Tax Keys View Charts Customize Honag a Activate Share Follow FA gt fx Export to Excel EN Deactivate 4a Copy a Link Unfollow E Y Filter New Edit Assign _ Run Start Run Import Advanced X Delete ira E mail a Link Workflow Dialog Reporty Data Find Records Collaborate Process Data Settings th GR Tax Keys Active Tax Keys 7 Search for records p P EEEE Namea Created On a O A i By Competences L Germany Free 6 2 2011 1 40 PM al gm Product Service Assignments C Germany Full 6 2 2011 1 38 PM a og Idea Types C Germany Reduced 6 2 2011 1 39 PM 3 f Absence Administration 3 ta xRM1 License Assignments g i xRM1 License Types A Er Rewards re gt Areas A p Product Area Tax Keys S P Tax Keys V ad P Tax Values F Workplace Sales Marketing Service Projects Ideas Human R r Te a uman NESINCES 1 3 of 3 0 selected M 4 Pagel Settings MS Ss AD B ETD CE FR GOH OU ee ee ke ee ae oe Ol NN a ee 100 A 3 Create Product Area Tax Keys for relevant Areas and combinations and add the corresponding products to the Product Grid Every time you create an invoice with the configured combination of the tax areas and products the system will find the right Tax Rate automatically based on the saved data Note
103. d views for all relevant roles as well as library of reports charts and dashboards are part of the delivered product These are being extended continually The source code is provided for all reports charts and dashboards You are able to tailor this as required to your specific needs 11 1 Dashboard The dashboard in the workplace provides the Project Manager with a quick overview It contains a selection of charts for project controlling The dashboard has the following layout in the standard configuration The dashboard can be modified and extended as required List views from project views can be added for example My Project Participation Dashboards Project Management Dashboard Microsoft Dynamics CRM Windows Internet Explorer r JIS oj x 4 amp 4 Microsoft Dynamics CRM Paul Morrison Honag A Dashboards Save New Edit Delete Set As Share Assign Refresh Advanced Fast Time As Default Dashboard All Find Entry Dashboard Management Action Query Projects Workplace G Dashboard Project Management Dashboard 4 My Work aw Dashboards Project Managers Risk Overview My Top 5 Largest Projects vba My Projects Risk Overview 4 Activities a Calendar pl Imports pe Duplicate Detection EA Queues iQ Articles All Active Projects My Projects My Projects Ww 2 Reports iOne CR po 55 00000 g 2 J ME Medium 1 MB High oe Honag i ma 20 00000 4 Customers a l Ei Announcement
104. defined bracket Subproject Work package bar Milestone diamond For activities travel and receipts points are displayed on the relevant date in the Gantt chart Red arrows denote predecessor and successor relationships in the Gantt chart L For project nodes with level setting Project Program Subproject Phase and Work Package project progress the degree of completion is shown additionally in the Gantt chart with a line inside the relevant Gantt bar Information from the Progress field of the relevant project node is used as value A red exclamation mark after the relevant bar in the diagram signals when a project has been completed by more than 100 Note Completion by more than 100 can occur when the project progress is calculated automatically by the system and already more man days have been entered for the project than originally projected CRM Project Rollup 16 and higher 36 149 CRM Project 5 3 3 2 Colors The objects on the Gantt chart project parts milestones activities are displayed in different colors depending on their status Blue active in processing Orange active in planning Green inactive complete Grey inactive cancelled or interrupted Violet template 5 3 4 Functions 5 3 4 1 Filter See 5 3 1 2 5 3 4 2 Activities See 5 3 1 3 5 3 4 3 Hide completed See 5 3 1 4 5 3 4 4 Automatic Mode Automatic Mode makes available various automations tha
105. derland BY 5 1 2011 8 5 2011 Processing Time amp Material Uny wl v L gt B eS ake w ev Nev JATT i mais a brms ijk Red S075 ch lt 095 High sign Yellow A SP1075 095 CPI095 1 05 Medium Medi Green SPi gt 0 95 CPi gt 1 05 Low Low Effective 6 2 2011 12 32 33 PM Prepared by Paul Morrison Page 2 of 2 11 7 Project data history The history stores the most important project data that are stored during the planning stage This occurs when the state of a project changes from Planning to Processing Then values MD Projected Total MD Projected Level Budget Projected Total and Budget Projected Level are stored in the project entity see also section Error Reference source not found 11 8 Digital signature The digital signature field is provided out of the box for personnel budget approvals MD Projected see section 5 1 4 3 Original Values MD Projected 5 MD Projected Approved by Lal Level Furthermore you can use the digital signature in the Approved by field for your individual purposes approvals and controlling processes To create individual signatures add the field Approved by to the different areas of your CRM entities For more details we recommend taking a look at the CRM manual 11 9 Project Management Reports To improve clarity project management and controlling of project many project management reports are developed They are discussed briefly be
106. des standard Microsoft CRM functions such as New and Export to Excel related to the particular projects Please refer to sections 2 and 4 for more details on project creation and structuring CRM Project Rollup 16 and higher 9 149 CRM Project 1 1 2 Gantt The Gantt menu option is used to access the organization wide Gantt chart It provides an overview of the currently running projects within your organization Please refer to section 0 for more information on the organization wide Gantt chart 1 1 3 Resource utilization Resource utilization provides an overview of all resources and services within the organization for a selected time period Please refer to section 8 2 1 for more details on the functions in resource utilization and the information displayed 1 1 4 Team calendar The Team Calendar for integration of the 3rd module Service enables detailed service planningover the resources available in the system Of course the here planned information are also available in all planning functions of the 4th module 1 1 5 Orders The Orders area enables direct access to the orders in the system 1 1 6 Timesheets The Timesheets area shows the timesheets created for the projects please refer to section 12 2 3 for more information on timesheets as well as the respective functions available 1 1 7 Accounts The Accounts menu option provides direct access to all account records stored in the syst
107. ding on the choosen options parameters or the size of your project Temp late Template in status in Progress active Available functions Publish template J Set Template to Draft State Changing the template to status reason Template Draft ends the template processing The project template is changed to an inactive state to prevent other users from Using the project template to enter services Making any changes to the project template Using this project template for creating new projects If the template is already complete and ready for the organization to use select Publish template This changes the template to state reason Template Approved This is also an inactive state meaning no changes can be made to the template From this point on a project can be created from the template via the template function Templates All Templates approved Templates Draft Templates in Progress Separate views for templates are available in the menu for projects The template is displayed in the view provided depending on status reason selected 3 3 Creating a project from a template To create a template from a project simply select the required project template under the Templates approved view and run template process There are various automation functions available in the project creation process to help you create a project as accurately as possible Firstly you can define a date which w
108. dows Internet Explorer Pe x Ail Microsoft Dynamics CRM a File Home Honag a N 4Z43a rai amp New New Import Advanced Fast Time xRM1 Employee Activity Record Data Find Cockpit New Tools Projects Settings th a Security Roles gt Business Business Unit Honag US Consulting 4 System Sp new 3 fs X MoreActions F Data Management C Namea Business Unit 2 Eat System Jobs C Activity Feeds Honag US Consulting Pi 2 Document Management C CEO Business Manager Honag US Consulting Auditing f Activity Feeds Configurati f Activity Feeds Rules gt Customization gt Process Center gt Extensions Workplace Sales Marketing Service C CSR Manager Honag US Consulting Projects O Customer Service Representative Honag US Consulting O Delegate Honag US Consulting D Ideas O Marketing Manager Honag US Consulting Human Resources 1 42 of 42 11 selected M 4 Page1 gt 100 5 15 7 CRM Project security roles The following roles are provided in the delivered configuration 15 7 1 CRM Project Absence Submitter All users which use user related Absence Administration requests for leave compensatory leave and who are affected by business closure require this security role 15 7 2 CRM Project Administrator This role is required for access to CRM Project settings within the CRM Project solution 15 7 3 CRM Project Forecast Calculation This security role gives the user read and write access to all project f
109. duct for a Service Product 3 Name Professional Service 3 xRM1 Default Unit MD Unit Group xRM1 Work Default Price List Price List xRM1 Decimals Supported 5 Service for a Project Service 1 Name User Service 1 xRM1 Initial Status Reason reserved Default Duration 2 hours Start Activities Every 2 hours Beginning At 8 00 am Service for a Project Service 2 Name User Service 2 xRM1 Initial Status Reason reserved Default Duration 2 hours CRM Project Rollup 16 and higher 127 149 CRM Project Start Activities Every 2 hours Joes 8 0090 Service for a Project Service 3 Name User Service 3 xRM1 Initial Status Reason reserved Default Duration 2 hours Start Activities Every 2 hours Beginning At 8 00 am Product Service Product Service Assignment 1 to a Service Professional Service 1 xRM1 lt gt Assignment Product 1 User Service 1 xRM1 Product Service Assignment 2 to a Service Professional Service 2 xRM1 lt gt Product 2 User Service 2 xRM1 Product Service Assignment 3 to a Service Professional Service 3 xRM1 lt gt Product 3 User Service 3 xRM1 Price List Price List for billing of Products and Travels Name Price List xRM1 Currency System Currency Price List Items Price List Item for Service Product 1 Product Professional Service 1 xRM1 Quantity Selling Options Whole and Fractional Unit MD Pricing method Currency Amount Amount
110. e Columns an PF Dashboards Activity Type Subject Regarding My Activities oor C ES Appointment lt Template gt Arrival amp lt Template gt Process Workshi i r xg Imports EO Appointment lt Template gt Depature g lt Template gt Process Workshi a 4 Duplicate Detection CE Appointment Arrival iOne CRM review amp iOne CRM Implementation N 14 amp Queues C EO Appointment iOne CRM review iOne CRM Implementation N 144 Ei Articles C Appointment Departure iOne CRM review E iOne CRM Implementation N 124 2 Reports CHA Appointment Test iOne CRM Phase Analysis g E Announcements 3 n 104 E Fi Task CRM Make an appointment for the handover Leave of Paul Morrison gt Customers f DC Task CRM Inform key accounts about absence Leave of Paul Morrison z 8 gt Scheduling C Task CRM Check activities amp incidents fh Leave of Paul Morrison 5 64 4 Extensions m Task CRM Check orders amp projects f Leave of Paul Morrison i 3 EA Ideas E io Appointment Absence f Absence C Fi Task CRM Please activate call forwarding on your p Leave of Paul Morrison 2 TA Task CRM Setup email forwarding H Leave of Paul Morrison 04 A Task CRM Please enable the absence notice inyour Leave of Paul Morrison Appointment Task 4 gt Phone Call 1 14 of 27 0 selected H 4 Pagel P Activity Type A oS AK OE UE DE FS GHT DE bE eRe PP CR Ss TUY WAAT z Man Days Assigned vs Actual My Processing Project Nodes 25 00000 20 0
111. e a timesheet for the project or would like to bill a new time period select New A dialog then asks for the time period in which the timesheet is created The time period is pre assigned that of the previous mask Note The time period of the timesheet cannot be changed afterwards You also have the option of assigning a name for the timesheet Lastly it is necessary to define the order basis to be used for billing the timesheet If only a single order is assigned for the project it is pre assigned immediately If more than one order is in the project tree they are listed for selection in the pick list Project Projects v 4 One CRM Implementation New York Status Active Create new Timesheet Start date 5 1 2011 G5 End date 5 31 2011 ifs Name Order iOne CRM Implementation Tal Cancel Create Once you have selected a timesheet the full functionality of the preparation functions is available CRM Project Rollup 16 and higher 109 149 CRM Project 12 2 2 5 Working with the Preparation function Within the project nodes and services listed you can use control keys Left Right Top and Bottom on the keyboard to speed up your work All cells shown with a white background provide an editing function Title Modification of the description of the project node or the service Work Billable h Change in the volume of work to be billed Marked for Billing Adding or removal of the position from bil
112. e ee ee ee ee PRB RPBPRBRHOMNDUBWNHE AW BWNrFO 1 2 1 3 xRM1 License Types Absence Administration Project Area Tax Key Tax Keys and Tax Values WWWWWWWW DOCK REE BB ER RRR RR eR et et et et 2 Project creation 2 1 Creating a project 2 2 Project information 2 3 Distinction between internal and external projects 2 4 Information automatically updated 3 Using project templates 3 1 Basic functionality 3 2 Creating a project template 3 3 Creating a project from a template 3 4 Date recalculation clarified 4 Microsoft Project import amp export 4 1 Microsoft Project import 4 1 1 Prepare import 4 1 2 Process import 4 2 Microsoft Project export 5 All about the project 5 1 Project information a E f Project history 2 General 3 Duration 4 Work 5 Costs 6 Budget 7 Sales 8 Revenue 9 Description amp Notes 10 Settings ctivities pane 1 Activities 2 Closed activities 3 Documents if Share Point has been integrated beforehand U1 N NNNPRPRPRPRPRPRP REE A A ul CRM Project Rollup 16 and higher OCOO ONNNNNNNNNADAAA SO CRM Project Travel Receipts Cases nning pane Work Breakdown Structure WBS Gantt View Functions Planning table Resource Usage Team Members Connections tlement pane Orders Billing Timesheets ntrolling pane J Goals 5 Audit History 6 Structuring projects 6 1 Creating lower level project elements ul Ul UNARRRNWWWWWWWWOINNN ganMs Ul J ul D wooo on
113. eceipts with flat rate billing are denoted Flat in the timesheet 12 1 7 Invoicing incl taxes With CRM Project you can create invoices and calculate taxes for various countries and products Use the automatic tax calculator or apply tax rates manually to the invoiced products both will produce the appropriate tax amounts on each line item and be displayed in the invoice report 12 1 7 1 Basic configuration Before you start some basic configuration is required You will find the relevant entities for tax configuration under Settings Extensions in the User Entity Product Catalogue and Accounts Be aware that you need the appropriate security role for creating or configuring master data 1 First define the Tax Keys under Settings gt Extensions gt Tax Keys The Tax Key is a generic name for a tax type for example Germany full Germany free etc Tax Key Germany Full Microsoft Dynamics CRM Windows Internet Explorer l 5 x A Microsoft Dynamics CRM Paul Morrison Tax Key Customize Honag e save amp New A gl Sharing Follow Emil Ei t k nga Deactivate A CopyaLink 27 Unfollow Geb z Save Save A Assign Run Start Run Cose Delete al E mail a Link Workflow Dialog Report Save Collaborate Process Data Information a y gt Tax Key Tax Keys a L General Er sia Germany Full n 4 General A 4 Common E Audit History Name Germany Full Owner Q Paul Morrison Cal 4 Processes L Tax Rate 56 Commencemen
114. ect 5 1 6 Budget 5 1 6 1 Planning 4 Budget Planning Budget 2 Budget Level 5 Budget inherited 5 Budget Budget Budget Personnel Personnel Cost Personnel Cost Cost inherited 2 Level Total Budget Z 5 Total Budget Total Budget Level inherited Budget 2 The value in this field is calculated by the system This field shows the projected budget for the relevant project node from field Budget Level including the budget of project nodes underneath Budget Level Entered in this field is the projected budget for the project node currently being displayed The value can only be entered changed while the project state is Planning Together fields Budget Level and Budget Inherited provide the value for the Budget field Budget Inherited The value in this field is calculated by the system This field displays the entire budget for all project nodes that are beneath the project part currently being displayed Budget Personnel Cost 2 The value in this field is calculated by the system if the use of personnel costs in the budget is selected under settings This field shows the entire budget for personnel costs for the respective project node including the project nodes underneath Budget Personnel Cost Level The value in this field is calculated by the system if the use of personnel costs in the budget is selected under settings This field shows the budget of the project node current
115. ect tasks to team members and also team members are able to share the tasks amongst themselves such as in the event of illness or vacation Tip Please note that in relation to the assignment of tasks restrictions may be in place resulting from the security roles defined in your CRM system Please refer to the standard Microsoft CRM documentation for more information All of the fields that CRM Project adds to the standard Microsoft CRM activities are placed in a separate Project Management section This gives the greatest level of flexibility in your individual customization 9 1 1 Tasks phone calls letters faxes Activities of type Task Phone call Letter and Fax behave in the same way Task New Microsoft Dynamics CRM Windows Internet Explorer ola Fe 2 amp 4 Microsoft Dynamics CRM Paul Monison Task Customize Honag j Save amp New i Sharing al i G n F Delete 7 Copy a Link Mark Save Save amp Attach Add To Connect Addto Queueltem Assign Process Run Complete Close File Note Opportunity Queue Details at E mail a Link Report Save Include Convert Activity Collaborate Data Information Task Task New Project Management Notes v Task Subject j Related J Project work 4 Common S 4 Processes Z Regarding iOne CRM Implementation New York re Owner Paul Morrison re Duration 30 minutes a Priority Normal v Due 6 26 2011 Tv 12 00 AM w Category Sub Category v Activi
116. ed travel times are not included in the billing process Pro rata billing of travel times Here the employee who travelled is billed based on the service carried out and this amount is multiplied by the factor specified rate of the daily hourly rate billed Example Employee Paul Morrison Service Project Management Order product project management 1 000 00 Work time of activity travel time 2 h 0 25 MD Factor entered for billing 50 Billed amount 1 000 00 0 25 50 125 00 Stipulated hourly rate for all employees Required here in the order is the order product stored in the basic settings as the product for billing travel times For this product the daily rate or hourly rate daily rate 8 can be stored for billing the customer Example a Product Travel times 400 00 MD gt 8 h gt 50 00 h Travel time of an employee 0 25 MD 2h Billed amount 400 00 0 25 100 00 Flat rate amount per employee and trip A flat rate calculation of travel times can also be performed as an alternative The product for billing travel times see Basic settings is used as the basis here too Within the specific order this order product is then used to enter the flat rate amount for all travel and every employee Example Order product travel times 300 00 In the project is a trip for which an employee requires 2 hours travel time there and back The product Tr
117. em 1 1 8 Contacts The Contacts area enables direct access to the contact records in the system 1 1 9 Goals The Goals area shows all goals stored within your organization please refer to section 5 5 1 for more information on using goals for project controlling 1 1 10 Support The Support menu option is used to access the 4th module s support portal in Microsoft CRM It gives you direct online access to the internet support portal of CRM Project This portal is being updated and enhanced continually to provide you with up to date information on all aspects of the 4th module as well as tips and tricks on project management 1 1 11 Activities The Activities area provides you with access to your own CRM activities and the activities of other users 1 1 12 Travel This area displays travels which are planned by you or other users or which have already taken place You also have the possibility to create new travels 1 1 13 Requests for Leave The Requests for Leave menu provides access to all leave requests created by you and the option to create new requests for leave 1 1 14 Work schedule The individual Work Schedule provides a detailed view of project work appointments and activities pertaining to the user Please refer to section 8 2 3 for more information on the work schedule 1 1 15 Fast Time Entry The Fast Time Entry function is located on the top menu bar in many Microsoft C
118. ements of the project structure can be shown A gray background denotes elements not meeting the criteria Electively the option Display only filtered elements can be selected then all elements not matching the classification are hidden from view For this the structure of the project in this view is converted to a list CRM Project Rollup 16 and higher 33 149 CRM Project Filter 4 Activities v Hide completed Projec Classification avel a4 Fi Filter Default Value Mainnodes only 2 All nodes Internal IT Project TA Internal Organisation View Display all elements _ Display only filtered elements list view 5 3 1 3 Activities The Activities drop down menu enables you to display activities travels and vouchers within the project structure The following filters are available None default No activities are shown and only project nodes are displayed All activities All activities travel and receipts for the respective project elements are displayed completed and open All open All open activities i e all incomplete elements are displayed My activities All activities travel and receipts for the user currently logged into the project are displayed completed and open My open All pending resource activities status is active of the current user are displayed in the project structure 5 3 1 4 Hide completed Hide completed pertains to projec
119. ending on the level some additional data can be put into the system Read more about it in section 14 1 3 Area New Microsoft Dynamics CRM Windows Internet Explorer i Microsoft Dynamics CRM Paul Morrison Area Add Customize Honag A TE Save amp New Sharing Foll L Delete Copy a Link Unfollow Save Save amp Connect Assign Run Start Run Close E mail a Link Workflow Dialog Report Save Collaborate Process Data Information Area z General F New Notes 4 General Related 4 Common Name Currency taf US Dollar Eo 5 R English official Connections Owner Paul Morrison A Name local B 8 re Audit History Areas Level Superior Area Economic Area 4 Processes G Workflows al Dialog Sessions International Ca Economic Data ISO 3166 1 ISO 3166 1 GDP bn Alpha 2 Code Alpha 3 Code Numeric Code Population International Dialing Code Purchasing Power of 1 US gt Notes Status Active 14 1 3 Import of Area records You can download a data set for the Area from our customer or partner portal and import the data onto your CRM system The data set provides you with 249 countries related to 9 continental areas North South Middle America Europe Middle East Asia Africa Oceania Antartica in all supported languages Furthermore it includes the following country informationInternational Dialing Code ISO 3166 1 Alpha 2 Code ISO 3166 1 Alpha 3 Code ISO 3166 1 Numeric Code GDP bn Popul
120. entry even easier The fast time entry mask is located on the ribbon bar in almost every CRM screen The time entry mask can be made available as a direct link for those users who don t have a Microsoft CRM license e g ESS CAL user sit Microsoft Dynamics CRM f Faul Morison Dashboards _ Honag a ih aa di dl di dil dil di au 24 pra I i EA s E 2 eo Save Mew Edit Delete Set As Share Assign Refresh Advanced Fast Time Employee Self As Default Dashboard All Find Entry fs Service Dashboard Management Action Query Projects The mask allows you to edit completed work in one screen you can add start end times assign work to other entities projects cases leads orders etc or add activity descriptions Once you are finished you can then add the next activity CRM Project Rollup 16 and higher 60 149 CRM Project Fast Time Entry CRM Project Windows Internet Explorer Current time Now Filter recently used All Wiew ThisWeek Name Paul Morrison Date Start Time End Time Work h Subject 6 3 2011 iis 8 18 AM 8 18 AM o One Concept preperation Type Regarding Project ETC bd Case K a End Time Work h Type Regarding Subject 6 00 PM 8 Project iOne CRM Phase Concept iOne planning concept Opportunity 3 Order aes 11 00 AM 2 Project iOne CRM Phase Concept iOne CRM define concept Fas aa Acco 1 00 PM 2 Opportunity iOne CRM Implementation
121. es cRM Project Employee 5 9 30 2011 i Product Service Assignments Ci a CRM Project Standard Resource Management 5 9 30 2011 8 40 t VAT Keys C ta Idea Management Employee 18 9 30 2011 18 20 een tee E a Idea Management Professional 49 9 30 2011 ta xRM1 License Assignments E PEPEE lei aa aes E 5 5 5 5 5 l Proje rprise XRM License Types eeree o ua BN ma ma ma IA oe I Rewards sssgrrucgg Absence Administration Eucqc Ranges z to ePRoeoa GG ES o 2Zoouannanwsy a o gt gt o oc Ea md ear a a a a j Workplace 353535455 tive ry a a a E W v v YV YY gos E Sales aiia 5 Marketi Expiration Date amp Service I Sep 2011 Projects al 1 9 of 9 0 selected Pagel m Click on the chart to perform Drill Down Sij Resource Center Al ABCDEFGHIJSKLMNOPQRS TUVWXYZ 100 gt 7 Under Settings gt License Assignments a list of the current license assignments can be seen xRM1 License Assignments Active xRM1 License Assignments Microsoft Dynamics CRM Windows Internet Explorer oj x Aii Microsoft Dynamics CRM Paul Morison XxRML License Assignments View Charts Customize Honag lt Settings fa Re xRM1 License Assignments Active xRM1 License Assignments Search for records P gt Business i License Type License User i Active xRM1 License Assig gt gt System Ei CRM Project Enterprise Antje Kaas a C Customization
122. es i Workflows Start Date 5 2 2011 fake s 12 00 AM Due Date 522011 EE 42 00 AM a H Dialog Sessions Resource Implemented By Business Unit Actual Work MD Business Unit Cal Costs Cost Type Hourly Rate Fixed Cost Costs Total Financial Assessment Billable Currency A Billing to the w Billed O Work Time Customer Te No MD Work O Timesheet O Cleared approved Te No Amount by Project Manager Activity Order Ql Estimated Costs Revenue koa P Notes Status Reason Open 9 5 Using resources The activity type Resource usage is available to document the use of resources and the effect on costs and revenue The resources from the Facility Equipment area are accessed here The difference between resource usage and material usage is that resources continue to be available to other projects after usage Materials are used up after usage however CRM Project Rollup 16 and higher 67 149 CRM Project Resource Usage Activities vyi Beamer as Resource for iOne Project v General Subject Beamer as Resource for iOne Project Owner Paul Morrison re Regarding iOne CRM Implementation New York Fe Priority Normal Resources Beamer Fa Start Date 6 2 2011 Fm 12 00 AM m Due Date 6 2 2011 iy 5 00 AM Costs Cost per unit Units Costs Total Invoicing Billable 570 00 Currency w us 4 Billing to the Billed r C Amount customer Work C Yes No Timesheet Es Cleared s approved b
123. es in columns The assigned and actual work for every resource can be viewed under each team member Please refer to Section 5 3 7 for more information Linking man days to the pre selected resources displays these resources and their respective project utilization in Area 4 below the work allocation Note The resource preview in Area 4 can be deactivated by the user This allows faster planning especially when you are working on big projects with many lines Use the option Display Resource Utilization in the header for activating or deactivating The legend shows the meaning of the individual colors of the bars shown Header Legend x Display Resource Utilization _ Load cached user data D Start 4 9 2011 fis end 9 19 2011 ifs Layer transparency Completed Submodes ActualMD View 31 oO 345 Project P current E Planning Processing Service Activities Red border Availability is critical Capacity Available Unavailable Absence leave Business dosure The legend is minimized by default you can re open the legend by clicking the side arrow The work use from the project node currently selected is shown in cyan Other projects still active for the resource are shown in orange while they are still in planning and blue as soon as projects are in processing Fixed appointments are shown in yellow on the relevant day If an employee is planned for a project while absent a red error frame will ap
124. eted Projed Classification san pldi Fi Filter Default Value Mainnodes only All nodes Internal IT Project Internal Organisation View Display all elements C Display only filtered elements list views 2 Projects This selection enables projects to be shown and narrowed down to the internal or external projects Both project types are selected by default this means all internal and external projects are shown Please refer to section 2 3 for more information on the difference between internal and external projects Classification This selection uses the Classification attribute to filter the elements shown details on the attribute can be found in Section 5 1 2 2 The filter can be applied only to the main nodes of projects or to all project nodes Any amount of classification values can be included excluded In the standard configuration filtering pertains only to the main nodes in the project structure shown You can also select whether all elements of the project structure are shown or not A grey background denotes elements not satisfying the criteria You can also select Display only filtered elements this hides all elements not matching the classification from view For this the structure of the project in this view is converted to a list view Please refer to the detailed information on the Gantt chart in Section 5 3 2 for more information on the general functions within the Gantt chart an
125. fferent employee groups As is already the case for man days the cost update is performed for all parent project parts Personnel Costs Inherited Personnel Costs Level and Personnel Costs 2 fields CRM Project Rollup 16 and higher 69 149 CRM Project Personnel costs Personnel costs Personnel costs 5 Level inherited Furthermore the associated project team entry for the project node value Actual MD is updated for every user entered This adapts the utilization of the employee to the actual situation in real time Project Team Team Microsoft Dynamics CRM Windows Internet Explorer a Pe oj xi 44 Microsoft Dynamics CRM Paul Morrison Project Team Add Customize Honag rE Save amp New be faa Sharing 3 B sg Deactivate Fj Copy a Link Save Save amp Assign _ Run Start Run Close Delete E E maila Link Workflow Dialog Report save Collaborate Process Data Informationen Project Team Project Team vi 2 General Team Notes General Related Name Team Owner amp Paul Morrison Te 4 Common l A Activities Project iOne CRM Implementation New York Te L Closed Activities Team Members Paul Morrison A Audit Histo 4 j Service Es 4 Processes Role C Workflows A E Dialog Sessions MD Assigned Actual MD Status Active 9 8 Estimated time to completion Optionally project members are able to estimate remaining expenses in a related project node by se
126. functions create change and template approval for e g Creating projects from an approved template is available for users with the CRM Project Project Assistant and CRM Project Project Manager roles Templates can also be used for projects created from an active order The system will combine the information from the order with those from the template A project is then created out of these information Tip You can use project templates as the basis for an entire project You can also create templates for project parts or modules of your organization and then from a template kit piece together a new project from different project templates Please refer to section 6 1 2 for details on structuring and organizing projects Note Please be aware that when using the template functionality creating project nodes with field level security fields is only possible if the user has write permissions 3 1 Basic functionality The difference between a project template and a project is the status reason assigned to the project nodes The following status reasons are available for project templates Template in Progress active state Template draft inactive state Template approved inactive state The different status reasons a project template can have enable an approval and revision process for templates Shown below are the basic processes in template creation CRM Project Rollup 16 and higher 15 149 CRM Project
127. g By using the planning component of CRM Project it is possible to assign the required resources to the projects structured beforehand with the WBS or Gantt The planner receives the resultant utilization directly as feedback in real time via a graphical analysis 7 1 Planning table The planning table can be accessed in every project in the left hand pane in the Planning area The basic functionality is described in section 0 3 2 Project jOne CRM Implementation New York yw Header Legend Title roel ected al a eh pti ca Work Assigned James Collins Paul Morrison Steven Clark gt 1 E iOne CRM Implementation New York 5 9 2011 8 19 2011 L25 10 00 10 00 4 8 00 2 iOne CRM Phase Analysis 5 9 2011 5 27 2011 0 00 2 00 2 00 f 3 iOne CRM Analysis Processes 5 9 2011 5 13 2011 4 50 6 00 6 00 4 6 00 4 iOne CRM Analysis Infrastructure 5 17 2011 5 27 2011 1 25 2 00 2 00 a iOne CRM Phase Concept 5 30 2011 6 10 2011 8 25 22 00 22 00 4 6 00 8 00 8 00 6 iOne CRM Milestone 6 11 2011 6 11 2011 0 00 0 00 0 00 7 iOne CRM Phase Realisation 6 13 2011 7 8 2011 0 00 2 00 2 00 f 8 iOne CRM Infrastructure Adapt 6 20 2011 7 1 2011 0 00 6 00 6 00 i iOne CRM Integration amp Interfaces 7 4 2011 7 8 2011 0 00 4 00 4 00 f 10 iOne CRM Customizing amp Development 7 4 2011 7 12 2011 0 00 7 00 7 00 f 11 iOne CRM Phase Rollout 7 11 2011 8 19 2011 0 00 20 00 20 00 4 12 C 1525 81 00 81 00 6 00 16 00 14 00 r
128. g project travel time and associated expenses This generally concerns activities which have been scheduled for the travel e g point of departure point of arrival as well as related expenses e g based on the hours of the users Receipts travel expenses won t be affected by this button and are always added to the project costs e Numbering Set the number range and prefix for automated travel and receipt numbering When no prefix is set travel as well as receipts will be numbered without one When no number is set as a starting value absolutely no numbering will be done for travel and or receipts CRM Project Rollup 16 and higher 123 149 CRM Project 15 1 5 Global Solution xRM1 Rollup 12 Microsoft Dynamics CRM Windows Internet Explorer a o x Clase Actions CFI Help ile F Solution xRM1 Rollup 12 Fa a Information Solution xRM1 Rollup 12 Configuration F information Configuration of xRM1 27 Configuration au Components gt A Entities J Hd Option Sets t Travel Management Ha Client Extensions Web Resources Global E Processes i S gt Plug in Assemblies Calculation E Sdk Message Processing 5 service Endpoint Calculating users Calling User nial Dashboards 2 Reports Caching A Connection Roles Ries E article Templates venima Min 999 it Contract Templates E E mail Templates Log Level E Mail Merge Templates amp Security Roles _ Error recommended
129. he Requests for Leave area This is in the individual area of the project menu or alternatively in the workplace showing the Planning menu area This menu option is used to access the individual Absence Administration of the employee enabling both the creation of requests for leave and also the request for compensatory time off Acanra Absence New v General Applicant amp Delegate ol Substitute ol s Paul Morrison General From ay Remaining days of leave Until 6 2 2011 Fev 11 59 PM v Days Role Reason for Absence v Status of Processing Name Status Reason Created P3 gt Notes Requests for leave are used to schedule employee absences Compensational time off is credited as compensation days to an employee s holiday entitlement Compensational leave can occur for the following reasons for example When an employee has cut a vacation short for work reasons A vacation that has been approved cannot be taken for operational reasons or The employee has accumulated a certain amount of overtime which is being given back to them in vacation days Requests for leave and compensational time off are supported through a multi layer approval process using Microsoft CRM workflows and activities These workflows can be configured to the rules of your organization in the Processes area of Microsoft CRM settings In the standard configuration the following major process steps are included in particular
130. he business trip This is filled in with the current user The Account field specifies which customer will be visited on the trip and is automatically filled in with the account from the respective project Department is available if more detail is needed The Travel Number is used as a unique identifier for the trip and associated receipts Project shows the relevant project Travel From and Travel Until is used to specify the time period of the entire trip Primary customer address or Different address specifies whether the destination is the customer address or a different address such as a construction site or a regional office When a different address is needed additional fields are displayed to specify Street ZIP code Town City and Additional address The fields in the Costs area are automatically filled in by the system as soon as receipts or times are entered for the trip CRM Project Rollup 16 and higher 73 149 CRM Project The tab on the left hand side of the travel screen as in the project allows the user to create activities as well as view all completed activities The activities stored here are seen as travel times as they are assigned to a trip Therefore the specific arrival and departure of an appointment should be assigned to the trip and not to the project Conversely specific service appointments related to a
131. he option to decide which records are listed in the billing to still correct or adapt the description of the service if required and or to change the billable time CRM Project Rollup 16 and higher 106 149 CRM Project All of these settings can be configured immediately within the overview by the Project Manager and then be updated by clicking 12 2 2 2 Structure of the function jOne CRM Implementation New York Start End New Timesheet iOne CRM Impl NY 2011 05 5 1 2011 5 31 2011 Order iOne CRM Implementation m Preparation Billing Options and Settings Filter Show Short Activities Work lt 15min a Title Date Activity Type Employees Work h re h Amount im li for Fi Timesheet 1 amp iOne CRM Implementation 8 19 2011 12031 25 8968 75 2 g iOne CRM Implementation New York iOne 0 00 3 C iOne CRM review Rental Car 02 05 2011 5 2 2011 Voucher Paul Morrison iOne CRM Impl NY 2011 05 4 EO Arrival iOne CRM review 5 2 2011 Appointment 2 Paul Morrison Steven 3 00 3 00 150 00 Start date and End date Selection of the time period in which billing is to take place is assigned the time period specified there on loading a timesheet New Is used to create a new timesheet The function is not available if no order is assigned to the project Load Timesheet The pick list enables all timesheets created so far for the project node currently open to be selected Re
132. he same as for Tasks Phone calls etc 9 1 3 Appointments and service activities Activities of type Appointment and Service activity are handled almost the same Enter all the information you require for the appointment For CRM Project it is important that the Regarding field contains the project or subproject to which you would like to assign the service Used for the volume of work carried out is as already for the other activity types the Duration field The most important difference from the other activity types is that for appointments and service activities the owner of the activity is not used as the executing project member but the required participants appointment or the resources service activity This enables in addition an appointment with multiple participants for example to be completed with a single entry for all participants in the system As with all other activity types select Mark Complete to enter the activity for the project Note If you as the appointment scheduler are attending the appointment and you wish to enter it accordingly you must enter yourself additionally as a required attendee If you want to make an entry in a service activity yourself you must store your user as a resource CRM Project Rollup 16 and higher 58 149 CRM Project Appointment New Microsoft Dynamics CRM Windows Internet Explorer pm oj x 4 Microsoft Dynamics CRM Paul Monison Appointment Customize Honag A j h
133. hown resource usage only shows the distribution of all project work over the resources scheduled for the project Other projects within the organization are ignored 5 3 7 Team Members Project i0ne CRM Implementation New York Microsoft Dynamics CRM Windows Internet Explorer loj x List Tools a Microsoft Dynamics CRM Paul Morrison Project Add Customize Project Team Honag Project Team Project Projects yi 4 L General iOne CRM Implementation New York Duration Work a ani hla Q Team Members Project Team Associated View Search for records Related M Project Team Member MD Assigned Actual MD aces E 8 iOne CRM Implementation New York Paul Morrison 8 00000 1 93750 D ivities E 8 iOne CRM Implementation New York Steven Clark 1 00000 4 Planning ea Work Breakdown Struc T Gantt gt Planning Table ga Resource Usage amp Team Members Sh Connections 7 gt Settlement 1 2 of 2 0 selected gt Controlling Processes Status Reason Proces Level Project Employees and or services scheduled for the relevant project node are stored for team members how many man days of work have been scheduled and how many man days of work have already been entered by the respective resources CRM Project Rollup 16 and higher 40 149 CRM Project 5 3 8 Connections Connections are a standard function in Microsoft CRM 2011 The 4th module uses connections to store all relevant information abou
134. hown that saving the changes made is required Start date 5 1 2011 End date 1 2011 New Load Timesheet iOne CRM Impl NY 2011 05 5 1 2011 5 31 2011 Related Order iOne CRM Implementation ag Preparation Billing Options and Settings Filter Show Short Activities Work lt 15min You have modified values Please save a we Title Date Activity Type Number of People Employees Work h Work Amount Billing Mar Billable h Amount Billi 1 E iOne CRM Implementation 8 26 2011 9050 00 8887 50 Note If no title is shown for some or all project nodes please check whether the Customer Title field is filled for the project nodes in question The billing function does not use the internal project title for billing the project nodes and instead uses the potentially different names for the customer Tip The button in the Marked for Billing column header adds all available positions of the time period listed in the selected project to the timesheet On row level positions can be selected and deselected for billing very quickly by using the space bar in the Marked for Billing column Tip If you cannot bill the customer for the entire amount use the Work Billable h column to reduce the value You can even set billable work to O to give the customer something for free In the report for the printout of the timesheet you can select whether you want to show a bold comparison work rendered work invoiced
135. iFrames to the Employee Cockpit To do this use the insert tab in the Employee Cockpit form it is necessary to know the parameters of the iFrame such as the iFrame name and URL For example you can add the Work Schedule as a new iFrame Use the following parameters IFRAME_ xrmi_work_schedule URL http crm 5555 CRM WebResources itarapro_ web PersonalWorkSchedule html userlcid 1033 CRM Project Rollup 16 and higher 144 149 Ai Microsoft Dyn zj Add an IFRAME Webpage Dialog Add an IFRAME a Spacer Add a new IFRAME to the Form mol Four One Two Navigatior columns Columns Column Col Resource Notes Link Tab Control B Solution Default Solution Specify a unique name i Employee Cockpit Fom XRM1 Employee Cockp 3 Name General URL O Pass record object type code and unique identifier as parameters Label Specify the label for this field in forms Label L Display label on the Form Security Select whether to restrict cross frame scripting M Restrict cross frame scripting where supported For more information click here Visibility Specify the default visibility of this control V Visible by default After saving and publishing the following result is shown CRM Project Rollup 16 and higher 145 149 CRM Project Employee Cockpit Windows Internet Explorer i lol x dp PN E Open lt me Ez gt 9V 00 00 00 E nee New Back T
136. ields related to forecast calculation 15 7 4 CRM Project HR Manager This role is required to use Absence Administration in the Settings area and for viewing the personnel data of users 15 7 5 CRM Project Project Assistant This role gives the user in the project read and write access to all internal information all project management functions and information on work projected and entered 15 7 6 CRM Project Project Manager Users with this role in projects are given additional insight into all monetary information and functions such as billing This security role contains all privileges of the Project Assistant too 15 7 7 CRM Project Tax and Product Administration This security role gives the user read and write access to all relevant values relating to tax calculation 15 7 8 CRM Project Time Entry This role is required to be able to record and enter services correctly in projects This role also grants access to the fast time entry mask and work schedule functions CRM Project Rollup 16 and higher 134 149 CRM Project 15 7 9 CRM Project Template Manager This role is required to be able to administrate templates Uses with this security role are able to change the state of active projects to Template in Progress and to use template functionality such as create modify and approve of templates 15 7 10 CRM Project Time Entry Restricted This role is required if a user s project access rights are to be lim
137. ies are as a default stored as appointments in Microsoft CRM and therefore are also available in the Outlook calendar However the Fast Time Entry records are synchronized systematically This allows you to configure Outlook filters specific for Fast Time Entry records thus preventing the time recording entries appearing in Outlook Tip The number of recently used items is configured based on the settings of the solution see section 15 1 3 Entries are grouped per day The work volume total is displayed every day to help you control which employee entries have been completed and which not Listed activities can be subtracted or edited by the user 5 31 2011 9 00 AM 9 30 AM 0 5 iOne CRM Phase Concept iOne CRM define concept Pad Set However changes will no longer be possible for completed entries The period for changes can be changed in the Settings Please refer to section 15 1 3 9 3 Entering Time with the Employee Cockpit With the user friendly and flexible Employee Cockpit mask you can enter and edit your work hours quickly and easily It can be accessed in almost all areas of Microsoft CRM from the topmost menu bar The Employee Cockpit mask can also be used from outside CRM integrated into your intranet page Outlook start page SharePoint site etc CRM Project Rollup 16 and higher 61 149 CRM Project 44 Microsoft Dynamics CRM gi Dashboards 3 dabee i Ed e d A Save New Edit Delete SetAs Share As
138. ilable T Absence Administration C Project Manager Peter Maurer Basically Available Substantial Available ta xRM1 License Assignments O Project Manager James Collins Not Available Basically Available h amp xRM1 License Types C Senior Consultant Peter Maurer Basically Available Substantial Available o Rewards O Senior Consultant Paul Morrison Basically Available Substantial Available Areas r ai 7 aak O Senior Developer Samuel Dorsch Basically Available Substantial Available My Produ ea Tax Keys P P Tax Keys iL System Integration Paul Morrison Not Available Basically Available E Tax Values O System Integration Peter Maurer Not Available Basically Available Absence Administration 1 Project Journal Workplace Sales Marketing Service Projects Ideas Human Resources 1 14 of 14 0 selected Page 1 Settings w 2 A BE C D E F GH 1 ek cee EiEMNOP ORS T OO ee ek Z In the Extensions area of the main settings menu you will find some functions assigned to the Project Management module 1 3 1 Basic settings for the project management module Basic settings for the Project Management module are configured within the solution Please refer to section 15 1 for details on this 1 3 2 Competences This function allows efficiency factors to be stored for services that can be run by resources skills as well as available and planned experiences and corresponding measures for further education Please refer to section 7 3 for deta
139. ill be used as a start or end date for the planned project With this date the template function pushes all dates forward for start date or backward for end date for all nodes and activities in the template The title of the template both internal and external as well as all activities can be filled automatically with project related information with the Find and Replace Specify in the Find field the term you have entered as a placeholder in the nodes and template activities Specify in the Replace field the term s which will be used for replacement Select the Account which the newly created project is assigned to Select the Currency of the new project Select whether all project parts and activities are assigned to the users defined in the template or the user running the template function is assigned all project elements Then project parts and activities can be distributed manually if required CRM Project Rollup 16 and higher 17 149 CRM Project If resources have already been defined in the template via the planning table the distribution of work to these resources can also be used for the new project gt Template CRM Project Windows Internet Explorer z ioj x lt Template gt Implementation 4th module To change the template state or to generate a new project out of the template choose the desired options set the parameters if necessary and click Start This might take some
140. ils on this 1 3 3 Product Service Assignment In the Product Service Assignment area available capacities per day can be entered for products and services available within the organization Please refer to section 16 2 for details on this 1 3 4 Areas An entity Area represents the geographical locations and their characteristics Please refer to section 14 1 for details on this 1 3 5 xRM1 License Assignments xRM1 License Assignments as a viewable list of the current license assignments Please refer to section 15 9 for details 1 3 6 xRM1 License Types xRM1 License Types shows an overview of the existing license types as well as their corresponding validity dates Please refer to section 15 9 for details 1 3 7 Absence Administration Absence Administration deals with employee absences in regards to sickness and other absences Public holidays and business closures can also be managed Please refer to section 8 1 2 2 for details CRM Project Rollup 16 and higher 12 149 CRM Project 1 3 8 Project Area Tax Key Tax Keys and Tax Values Project Area Tax Key Tax Keys and Tax Values are prepared for the tax configuration Please find detailed information in section 12 1 7 CRM Project Rollup 16 and higher 13 149 CRM Project 2 Project creation The 4th module enables you to create and structure your projects directly in the Microsoft CRM Dynamics interface which you are already familiar with Phases s
141. in the project node currently selected The value is automatically set as soon as the project state reason is changed from Planning to Processing Approved by A digital signature can be used for approving projected work MD projected Only the current user can perform this function This prevents unauthorized approvals and can also be applied to project planning and controlling processes Tip The MD Projected and MD Projected Inherited original values are there to provide a comparison of projected and actual values over the course of the project in standard CRM list views Additionally it s possible to track the original values of project values by using the Microsoft CRM auditing function Tip You can also use the digital signature in the Approved by field for different purposes and approvals through simple customizations Please refer to the Microsoft CRM User Manual for more information CRM Project Rollup 16 and higher 27 149 5 1 5 Costs 4 Costs Details Personnel costs 2 Material costs 3 Travel costs Total Costs E 5 CRM Project Personnel costs Personnel costs Level inherited Material costs Material costs Lewel inherited Travel costs Travel costs 5 Level inherited Costs Level Costs inherited 5 1 5 1 Details Personnel Costs 3 The value in this field is calculated by the system This field is the sum of the Personnel Costs Level and Pers
142. in the Projects menu Here you can see all the project nodes in which you are scheduled in as a team member 7 3 Efficiency factor An efficiency factor can be stored for every employee and for all services provided by that employee The configuration for this is in the Settings under menu option Competences menu option Role CRM Project HR Manager is required to read and write the information An efficiency factor provides information how well an employee can run which service A value of 1 00 means that the service is performed at a normal speed by the employee A value less than 1 00 means that the employee has less experience in this service and therefore cannot complete the specific service as well or as quickly as someone with more experience For example the setting 0 50 means that an employee requires 2 days to complete a task which requires only 1 An efficiency factor greater than 1 00 means the employee can complete the work in a shorter time Span than normal For example the setting 1 50 means that the employee can complete a task in half the time needed Therefore a service requiring 3 days of work would be done by this employee in 2 If no value is specified for the efficiency factor the default value is 1 00 CRM Project Rollup 16 and higher 48 149 CRM Project 8 Resource utilization Information on actual and projected utilizations of available resources is indispensable in planning projects and as the
143. in this field is work directly projected for the project node currently being displayed As soon as any personnel related activity has been planned for this project node the work time specified in the Duration field of the activity is added to the value available there by CRM Project The sum of this field Pending MD Level and field Pending MD Inherited provides the value for field Pending MD 2 Pending MD Inherited The value in this field is calculated by the system This field displays all projected work in man days for all project parts underneath the project part being viewed The difference between Pending MD 3 and Pending MD Inherited is the projected work for the project element being viewed and is in field Pending MD Level Pending MD Inherited is also automatically updated by CRM Project as soon as activities are scheduled for project nodes below the project node currently selected Note Recalculating a field s value from hours to man days is based on the setting Hours per Man Day See section 15 1 3 for more details 5 1 4 3 Original Values Original Values MD Projected MD Projected Approved by Lal Level MD Projected 2 This field stores the total number of originally scheduled man days The value is automatically set as soon as the project status reason is changed from Planning to Processing MD Projected Level This field stores the number of man days originally scheduled
144. ing pane 5 5 1 Goals Sales GR Goal Metrics All Metrics Search for records z ERE E Se id No of Cases Active Count 5 2 2011 10 11 AM 84 Contacts a No of Product Units Active Amount Decimal 5 2 2011 10 11 AM Marketing Lists a Revenue Active Amount Money 5 2 2011 10 11 AM g Competitors E Products e Sales Literature ES Quotes 3 Orders Invoices AN Quick Campaigns Goals Goal Metrics a Rollup Queries Projects Name Status MetricType Amount Data Type Modified On le We recommend the use of goals for active control of your projects Goals are a standard function of Microsoft CRM A goal metric for revenue already exists in the goal metrics Add another metric for Number of man days to the goal metrics By specifying goals in your projects or in dedicated project nodes you are able to define particular focus areas for your Project Managers and specify goals as money or work Reports and or dashboard charts can be used to monitor these Tip General information on using Microsoft CRM 2011 goals and the settings for the goal metrics is available in the Microsoft CRM 2011 User Documentation for Module Sales 5 5 2 Audit History If you have Auditing for entity Project all changes to the data in the form are stored in the Auditing History including when the change was made and by whom Note As all project entries are extrapolated to the project in real time all fields of type Actu
145. ing process When the billing process is run the billing function of CRM Project creates a timesheet This timesheet with information which project is billed to the customer with which order within which time period using which invoice is stored in Microsoft CRM All the elements activities travel receipts invoiced within this timesheet are linked to the timesheet Also CRM Project saves in every invoiced element activity travel receipt the amount invoiced to the customer This means a historic timesheet with the correct invoiced values can be accessed at any time even after price adjustments for the customer The information is also available for analyses with dashboards and reports Microsoft CRM Module 1 Microsoft CRM Module 4 Microsoft CRM Module 3 Sales Projects Service Timesheet Activities Project Invoice Note The full scope of the billing function of CRM Project is only available to users in online mode Projects can be created and entered offline and online Preparation for billing creation of the timesheet and the billing function are only available with a connection to the CRM server The executing user also requires the security role CRM Project Project Manager 12 2 2 Billing preparation The first step in billing is the Preparation tab 12 2 2 1 Purpose The Preparation tab contains all activities travel and receipts within the selected time period thus offering the Project Manager t
146. intranet Protected Mode Off 4 The Options menu item enables you to adjust these settings individually for every user Selecting workplace Scheduling shows the project related functions in the workplace of the relevant user a Gantt 7 Resource Utilization u Service Calendar a Travel Requests for leave and m Work Schedule CRM Project Rollup 16 and higher 11 149 CRM Project 1 3 Project management settings in system administration f f Competences Active Competences Microsoft Dynamics CRM Windows Internet Explorer O x Ail Microsoft Dynamics CRM inion S Competences View Charts Customize Honag fv Settings A Be Competences Active Competences Search for records p g p pe Busi L Service a Owner Experience Actual Experience Projected amp lt Syst O Controller Hans Schmidt Basically Available Substantial Available F em aeons O HR Manager Tom Seel Basically Available Substantial Available ml Customiza A O Junior Consultant Paul Morrison Basically Available Substantial Available aJ Process Center M C Junior Consultant Peter Maurer Basically Available Substantial Available a ensions o gis C Junior Consultant Patricia Adam Not Available Basically Available lt m ar TER O Project Manager Peter Maurer Basically Available Substantial Available g roduct Service Assignm a Idea Types O Project Manager Paul Morrison Basically Available Substantial Ava
147. ioning of the entry within the chronological sequence of the project However value Actual MD is the determining factor for the service volume One man day MD corresponds to the 8 hour default this can be adjusted flexibly via settings Alternatively a different service can be configured for the user If nothing is set here the user s standard service or output assignment defined for the project order will be considered see section 12 1 5 CRM Project Rollup 16 and higher 64 149 CRM Project Rendered Service Information Microsoft Dynamics CRM Windows Internet Explorer Rendered Service Mark Save Save By Complete Close Save F General Motes Related 4 Common Eh Connections A Audit History 4 Processes E Workflows E Dialog Sessions El Save amp New Customize E i Microsoft Dynamics CRM HFEF jal Sharing H Copy alink amp Unfollow Follow Close Rendered To comen Addto Queue ltem Assign Start Service Opportunity Queue Details af E mail a Link Workflow Dialog Actions Convert Activity Collaborate Process Rendered Service Rendered Service Information 4 General Subject Owner Q Paul Morrison Regarding Priority Nomai w Scheduled Duration O minutes Start Date 5 2 2011 Fy 12 00 AM a Due Date 5 2 2011 i 12 00 AM Resource Implemented By Employee Actual Work MD Senice Cal Financial Assessment Billable Currency Gl Billing to the w Billed Yes Wor
148. ions Subject Audit History 4 Processes G Workflows Ed Dialog Sessions Regarding iOne CRM Implementation New York re Owner Q Paul Morrison Te Duration lee Priority Due 5 13 2011 FRx 11 30 PH Category Sub Category Activity Status Completed Open the activity already closed In the menu click the Process button and then Run Workflow Select workflow Re open Look Up Record Enter your search criteria and click Search to find matching records Filter your results and view different columns of data by using the View options Then select the record you want and click OK Look for Show Only My Records View On Demand Workflows Search reopen x Process Name Created On Modified On State CRM Project EN Phonecall Reopen Phonecall 6 1 2011 7 24 PM 6 2 2011 10 54 Activat Close the activity and wait a few seconds until the workflow has finished Re open the activity The activity can now be changed again Change the data in the activity If an activity has been entered e g for the wrong subproject you can rectify this now by changing Regarding to the correct subproject Or if a participant is missing in the activity you can add this person Close the activity with Mark as Complete Note Re opening an activity undoes the entry within the project i e the entry process for costs and times in the project is reversed Re completing the activity re runs the entry
149. ited Users with this role only have access to projects that were assigned to them through the planning table 15 7 11 CRM Project Time Recording Administrator This role is required to allow the calculation of projects if the restriction of access rights by the role CRM Project Time Entry Restricted is used for some users Assign this role to any CRM Project user which has access to all projects In addition you have to select this user on the configuration page of CRM Project see 15 1 5 by selecting Global gt Calculation and choose the user as Calculation User 15 8 Restriction of CRM Project security roles All employees may by default access all projects and enter services for all project nodes The product is delivered with this setting Please note the following if you like to restrict acces and e g want to work with approvals The user still requires the role CRM Project Time Entry to use functions such as the fast time entry mask and the work schedule Continue therefore to assign these roles to users and adjust the rights in this role For the functions triggered by entering activities to be processed correctly it may be required depending on the project structure used to publish a few plug ins of the 4th module within Microsoft CRM under a different context In the standard configuration all plug ins in the context of the current user are run If this person no longer has the appropriate rights it may be necessary
150. ith the sold terms and conditions in the order Please refer to the Microsoft CRM User Documentation for more details on creating orders and products and the assignment of products to order positions CRM Project Rollup 16 and higher 94 149 CRM Project Order One CRM Implementation Microsoft Dynamics CRM Windows Internet Explorer a 5 ol x 44 Microsoft Dynamics CRM Paul Morrison Customize Order Products Honag A Pa a Copy a Link Y ai p AZ ron aj E mail a Link x ve Add New Order Edit x Filter Set As Default Chart Run Start Run pipor Order Product View Pane Workflow Dialog Report roducts Records Collaborate Current View View Process Data Information Order Orders bd E E iOne CRM Implementation Shipping M Addresses p Products Order Product Associated View v M Administration i F rere rp y mt gr Not Existing Product Write In Product Price Per Unit Quantity Extended Amount Notes Project Management Project Manager 1 300 00 12 00000 515 600 00 Senior Consultant 1 300 00 22 00000 28 600 00 Related z Senior Developer 1 200 00 10 00000 12 000 00 me System Integrator 1 000 00 12 00000 12 000 00 4 Common E Products a Training 51 360 00 20 00000 27 200 00 Other Contacts Travel Expense Rate 1 00 1 00000 1 00 Ei Activities gt Travel Mileage Rate 0 50 1 00000 50 50 amp TTF LO Closed Activities Travel Time Rate 400 00 1 00000 400 00 Sy Connections
151. ities Travel Management F Bz Option Sets 4 Client Extensions Billing amp Invoicing a Web Resources Processes Product for Travel Expenses Travel Exper i gt Plug in Assemblies ij i aa aca Product for Mileage Billing Travel Milea FS Sdk Message Processing 5 amp Service Endpoints Product for Travel Times Travel Time nal Dashboards 2 Reports i Calculations TA Connection Roles Article Templates t Add Travel Times amp Travel Time Costs to Project Times amp Costs ie Contract Templates Humberin E mail Templates a a 2 b Mail Merge Templates fics Mai GNA Current Trawel Number 0006 Security Roles zn Field Security Profiles Travel Number Prefix TRY Current Receipt Number 0011 Receipt Number Prefix VOU e Billing and Invoicing For CRM Project to bill correctly it is necessary to specify which products from the company product catalogue will be used for billing travel expenses and time There are three products which need to be specified o Product for billing travel expenses flat rate or according to receipts o Product which includes the mileage rates o Product for billing travel time flat rate or per hour To bill travels it is necessary depending on customer billing method that one or more of these products are set as order products in the project order see Order Settings for Travel Management in section12 1 6 e Calculation This button is available for addin
152. ivity Types Work MD projected 1 MD 8 hours Work Parent Task Parent Project Part Regarding CRM Project Level Defines the Microsoft CRM Activity Type Classification 4 2 Microsoft Project export To export a project from CRM Project to Microsoft Project open up the project intended for export and click on Export to Project on the ribbon bar Ail Microsoft Dynamics CRM Pail Wheeden Project Add Customize Honag A ld g BO ye Bee g p Ss a Sa age Deactivate A Copy a Link Save ee Connect Assign Start Run Calculate calculate and Template Bis To ose X Delete wa E mail a Link Workflow Dialog Report Processing Project Save Collaborate Process Data Projects Export To Project Project Manager X lt Project a General One CRM Implementation New York mete elt protect inin a Microsc Duration Work Costs G a Y ad Budget Sales External Information Description amp Notes eee wares pettiness Title Customer iOneCRMImplementatior Customer ione corporat Ta Progress auto fi7 19 CRM Project processes the project structure as a Microsoft Project XML file and provides this file for download Fields that are exported by CRM Project to the Microsoft Project file match the import fields for project nodes as well as for activities Tip You can also export a part of a project to Microsoft Project Simply open the respective project node in the Gantt chart or the work breakdo
153. ject Rollup 16 and higher 25 149 CRM Project 5 1 3 Duration Duration Real Start Start projected 5 1 4 Work Tih wy Last Activity TA wy Fixed Date C Yes FA wv End projected FA w Real Start This date field is automatically filled in by CRM Project as soon as the first activity chronologically of the project is completed The due date of the completed activity is used as the value Last Activity This date field is always updated automatically by CRM Project as soon as a project activity is completed The due date of the completed activity is used as a value So you always know when was the last time worked on the project Fixed Date This setting enables planned date values to be fixed meaning they can no longer be changed For example fixed date events such as exhibitions can be marked simplifying planning in functions where drag and drop is used Start projected This field is used to specify the projected duration of a project It defines the start time of the project or the selected project node End projected This date field is used to specify the projected duration of a project It defines the end time of the project or the selected project node No 5 1 4 1 Actual vs Projected 4 Work Actual vs Propected Actual MD MD Projected E Actual MO Actual MO Level inherited MD Projected MD Projected Level inherited Actual MD 3 The value in this field is calculated by the
154. k Time Customer MD Work C Yes No Timesheet A Cleared approved Amount by Project Manager Activity Order GQ Estimated Costs Revenue P Notes Status Reason Open E E a a No 9 4 2 Entering the services of external resources non CRM users Selecting Implemented by External Resource in the Resource section means services are entered for a contact or service provider external to the organization The Start and End dates are relevant to the positioning of the entry within the chronological sequence of the project The value Actual MD is the determining factor for the service volume however For entering the service of an external resource storing of the service rendered is mandatory because otherwise there can be no billing of services CRM Project Rollup 16 and higher 65 149 CRM Project Rendered Service Information Microsoft Dynamics CRM Windows Internet Explorer dit Microsoft Dynamics CRM Paul Morrison ae File Rendered Service Customize Honag St bed ah xo PTRS 3 Baon se 6B S H Copyalink amp Unfollow Mark Save aa close meh To Connect Addto Queue lem Assign _ l Run Start Complete Servio Opportunity Queue Details al E mail a Link Workflow Dialog eae Save Actions Convert Activity Collaborate Process Data Information Rendered Service Rendered Services el Information Motes 4 General Related ieee unssnonnnunnnnnnnnnnnuunnnnnnnnuunnnnnnnnnunnnnnnnnnnnnnnn Subject CC g Paul Morri
155. ke short phone conversions lasting a maximum of 15 minutes In billing preparation the Show Short Activities filter enables you as Project Manager to hide the less relevant project entries to concentrate on the major entries If you want to view all the entries nevertheless one click is enough to view all the information CRM Project Rollup 16 and higher 107 149 CRM Project Preparation Billing Options and Settings Filter _ Show Short Activities Work lt 15min a Title Date Activity Type Employees Used services Work aoe Amount aa t sk for Fi 16 iOne CRM Implementation 7 29 2011 14981 25 6443 75 2 va Organize my Project 5 23 2011 Appointment 1 Paul Morrison Project Manager 4 00 4 00 650 00 650 00 3 Al iOne organize project kick off 6 2 2011 Task 1 Paul Morrison Project Manager 0 50 0 00 0 00 4 iOne CRM Phase Analysis 6 13 2011 5068 75 4818 75 5 E iOne CRM Analysis Processes 6 6 2011 3818 75 3818 75 6 Eo iOne Analysis process 9 12 6 3 2011 Appointment 1 Steven Clark Senior Consultant 7 50 7 50 1218 75 1218 75 7 Eo iOne Analysis process 1 6 3 2011 Appointment 1 Steven Clark Senior Consultant 7 00 8 00 1300 00 1300 00 B Eo iOne Analysis process 7 6 4 7011 Appointment 1 Steven Clark Senior Consultant 8 00 8 00 1300 00 1300 00 9 E iOne CRM Analysis Infrastructure 6 12 2011 1250 00 1000 00 10 Eo iOne Analysis Infrastructure 5 1 2011 Appointment 1 Stewart Ingram System Integration 1 50 1 50 187 50 187
156. l m Title internal Customer Status Reason Level Start projected o Eil O Title Internal Start projected oe 2i Activities m El iOne CRM Phase Concept iOne corporation Inc Processing Phase 5 30 2011 T E iOne CRM Milestone 6 11 2011 oe 7 E ione CRM Phase Analysis iOne corporation Inc Processing Phase 5 9 2011 iOne CRM Phase Realisation 6 13 2011 Imports a ose Deria iOne CRM Implementation New York iOne corporation Inc Processing Project 5 9 2011 C iOne CRM Infrastructure Adapt 6 20 2011 EA Queues mm A iOne CRM Analysis Processes iOne corporation Inc Processing Subproject 5 9 2011 CT Ee iOne CRM Implementation Asia 7 4 2011 El Articles m E Honag intern Server Update USA Honag Inc Processing Project 5 30 2011 O E iOne CRM Customizing amp Develop 7 4 2011 E Reports C iOne CRM Integration amp Interfaces 7 4 2011 Ef Announcements I iOne CRM Phase Rollout 7 11 2011 4 Customers Accounts 84 Contacts 4 Scheduling Ea Gantt j 7 m m EN a 4 1 5 of 5 0 selected M 4 Paget 1 7 of 7 selected M 4 Pagel gt ervice Calendar f E Travel Al A B C D E F GHI 3s LEM NOP QRS tT vUYV WwW X Z MWMEABCDEFGHIIECLMNORPORSTUVWXT Z SE S ee niga amp Project Team Effort to TEL asin X Search for records p2 Projects My Hit oe he Search for P o edule aimee eatin ae o 4 Extensions Leg Project l Team Member MD Projected Originally l MD Assigned al O ip Tit
157. l be able to upload the license Activation Wizard Windo Nizard Windows Internet Explorer p xXxRM1 Business Solutions license file upload Page 2 of 5 License upload How do I get a license For any issues and questions please don t hesitate to contact our xRMi Support Selecting the corresponding button will open Internet Explorer window allowing you to select your saved license file CRM Project Rollup 16 and higher 130 149 CRM Project Activation Wizard Windows Internet Explorer x ta xRM1 Business Solutions license file upload Page 2 of 5 License upload Crganize New folder i r Favorites E Desktop J Downloads 2 Recent Places RM 1 License lic 12 3 2012 10 45 AM LL Fi IE Computer amp System c a DVD Drive D OFFICE14 GP Con MOBILOIZ El i For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel After selecting Open the data will be uploaded and a message will appear indicating whether you have uploaded a valid or expired license Activation Wizard Windows Internet Explorer ta xRM1 Business Solutions license file upload Page 2 of 5 License upload Status Valid license data uploaded How do I get a license For any issues and questions please don t hesitate to contact
158. lated Order Displays after selection of a timesheet the order to which the timesheet is assigned Refresh button Refreshes all entries in the lower area in line with the time period selected Diskette symbol Saves modified values in the lower area in Microsoft CRM Show Short Activities filter Filters all the activities in the list shown below that have a value of 15 minutes or less as billable work time Filtering works the following way o All activities having an entered work time between 0 and 15 minutes are hidden The work time entered pertains in this context to the work in the relevant activity multiplied by the number of participants A 15 minute meeting with 2 participants has an entered work time total of 30 minutes and so continues to be displayed o E mails are also hidden if the work time in the e mail activity is not defined so NULL This is often the case for incoming e mails o All other activity types for which the work time is not defined so is NULL continue to be displayed to enable the Project Manager to carry out any controlling activities and any necessary corrections over all available project entries Tip The experience of our customers and our own work in customer projects have shown that it is sensible for the majority of customers not to invoice for the smallest of activities E mails in particular generally have a processing time of 5 10 minutes and so fall into the category of short activities just li
159. le internal E End projected 2 p Ideas m A iOne CRM Phase Concept 6 10 2011 C E ione CRM Milestone 6 11 2011 C worpixce _ ES Sales No Project Team records are available in this view e Service p _ f Projects lt gt i m a Setti 0 0 of O 0 selected KH 4 Pagel gt 1 2 of 2 0 selected K 4 Pagel gt All A B cCc D E F G HK I J K LM N O POR S EO U O wY WwW X Y Zz AN ABCDEFGHIJKLMNOPQRSTUVWXYZ Sig Resource Center im 7 CRM Project Rollup 16 and higher 83 149 CRM Project 11 9 1 3 Project Portfolio Dashboard To enable a complete overview of the projects in a portfolio CRM Project provides the following Dashboard reports Assigned and actual man days in the projects which will be ending in the next 3 months Top 10 projects in progress by Man days An overview of projects per employee and Top 10 projects in planning by Man days Dashboards Project Portfolio Dashboard Microsoft Dynamics CRM Windows Internet Explorer 5 x 4M Microsoft Dynamics CRM Paul Morrison Dashboards Honag iy Workplace G Dashboard Project Portfolio Dashboard 4 My Work CJ what s New Man Days Assigned vs Actual Projects per Employee a nyer Ending Projects next 3 Month Activities s All Active Projects Calendar Duplicate Detection 20 00000 ZAN a Queues 55 00000 55 00000 Q Articles 60 00000 Reports 40 00000 4 35 0000
160. lecting Estimate Time to Complete ETC during the entry process This can be done in all types of activities related to a specific time The employee can decide whether or not the remaining time available for completing the project node is sufficient value field Remaining Work MD Different values can be entered in the Effort to Complete MD field however the employee should give reason for any variation The project employee can also state through the last entry that work in a related project node is completed for him or herself All of the respective outstanding tasks must be complete for this employee before his or her Team Member assignment is closed Team entries and assigned work in the planning table can be adjusted in the Remaining Work changes Deviations in the Planning Table appear in the form of a yellow warning symbol therefore project managers receive up to date information concerning deviations from the original plan CRM Project Rollup 16 and higher 70 149 Em CRM Project 4 Project Management Task New Scheduled m Percent Service re Time Complete Delegated O Indication Yes No of Due Yes No Date Fixed Date Yes No Effort to Complete Remaining 525000 Effort to 5 25000 My project O i Completion of Work MD Complete effort Yes No project effort is Yes No MD completed approved Financial Assessment Billable Currency USD EQ
161. ling in this timesheet Start date 5 1 2011 End date 5 31 2011 New Load Timesheet iOne CRM Impl NY 2011 05 5 1 2011 5 31 2011 Related Order iOne CRM Implementation a reparation Billing Options and Settings Filter Show Short Activities Work lt 15min a Title Date Activity Type Number of People Employees Work h Work Amount Billing Marked for Billable h Amount Billing 1 iOne CRM Implementation 8 26 2011 9050 00 8887 50 2 fj iOne organize project kick off 5 9 2011 Task 1 Paul Morrison 0 50 0 50 81 25 81 25 3 amp iOne conference call appointment 5 13 2011 Phone Call 1 Paul Morrison 0 50 0 50 81 25 81 25 4 Z iOne Revising approval 5 31 2011 Task 1 Paul Morrison 0 50 1 00 162 50 5 lz iOne CRM Phase Analysis 5 27 2011 7100 00 7100 00 6 E iOne CRM Analysis Processes 5 13 2011 5850 00 5850 00 7 o iOne Analysis process 1 5 9 2011 Appointment 1 Steven Clark 8 00 8 00 1300 00 1300 00 8 EO iOne Analysis process 7 5 11 2011 Appointment 1 Steven Clark 8 00 8 00 1300 00 1300 00 9 EO iOne Analysis process 8 5 11 2011 Appointment 1 Steven Clark 3 00 3 00 487 50 487 50 10 EO iOne Analysis process 8 5 11 2011 Appointment 1 Steven Clark 3 50 3 50 568 75 568 75 EO iOne Analysis process 9 12 5 12 2011 Appointment i Steven Clark 7 50 7 50 1218 75 1218 75 Important No changes in the Preparation overview are saved automatically As soon as you make the first change a reminder is s
162. low A distinction is made between dashboard reports and CRM Project Standard Reports or reports from a report package The latter are in a separate report collection for On Premise customers to keep the online capabilities of the 4th module 11 9 1 Dashboard Reports Dashboard reports can be retrieved in the work area under dashboards as we know from other areas of Microsoft CRM You can switch between the individual dashboards using the selection list A brief description of the individual schemata can be found below For a description of the customization options and the creation of individual dashboards use a commercially available CRM manual CRM Project Rollup 16 and higher 81 149 CRM Project 11 9 1 1 Project Employee Dashboard The following dashboard is designed to support the daily work of individual employees For this purpose the following information is shown from the top right to bottom left of the window Activities of the current user by type Open activities of the current user Currently running project nodes in which Dashboards Project Employee Dashboard Microsoft Dynamics CRM Windows Internet Explorer the user is scheduled lolx i Microsoft Dynamics CRM Paul Morrison Dashboards alelar lem Y Workplace L Dashboard Project Employee Dashboard 4 My Work 2 CJ what s New _4 Activities My Activities v Search for records p Activities by Typ
163. lume for other available days Example A project node is scheduled for duration of one week Monday Friday and the employee is assigned 2 5 MD Suppose the employee works 8 hours per day and no other work is scheduled for this employee during this week 4 hours day 20 hours 2 5 MD a 8 hours is therefore planned evenly in the employee s work schedule Now the employee plans to complete 1 day of the work 8 hours from this project node on Monday He creates an appointment and assigns it with a reference to the project node The remaining work for the project node is reduced to 1 5 MD for the period Tuesday to Friday This means only 3 hours day 12 hours is scheduled for the employee for these 4 days However if the employee plans on Monday an 8 hour appointment for another project all of the 2 5 MD scheduled are allocated to the remaining days Tuesday to Friday This increases the utilization per day for this work package to 5 hours day 20 hours 4 days Also the logic of the application prioritizes the scheduling in the following order n Appointments and service activities Projects with status reason Processing Projects with status reason Planning Sorting is by date from the bottom up within each of these groups This means that project nodes only in Planning are at the very top and thus can be found first near a potential overload for projects with the state as Processing the last scheduled work is at the very t
164. ly being shown The value is calculated automatically from the resources entered in the resource planner Please see Section 6 4 for more details Budget Personnel Cost Inherited The value in this field is calculated by the system if under Settings the use of personnel costs in the budget is selected This field displays the entire personnel cost budget for those project nodes that are beneath the project node currently being shown Total Budget 3 The value in this field is calculated by the system This field is the sum of values Budget and Budget Personnel Cost 3 The value hence corresponds to the entire budget that is available for the project including all project nodes underneath Total Budget Level The value in this field is calculated by the system This field is the sum of values Budget Level and Budget Personnel Cost Level The value hence corresponds to the total budget that is available for the project node currently selected Total Budget Inherited The value in this field is calculated by the system This field is the sum of values Budget Inherited and Budget Personnel Cost Inherited The value thus corresponds to the sum of the budgets that are provided from the project nodes below the project node currently selected Tip Within the budget i e the projected costs of the project you have the choice whether or not to work with the separate disclosure of personnel costs The Budget Personnel Cost
165. ment Related Cost Type gt Common Cost Type CO gt Sales Costs gt Service Hourly Cost ss Fixed Cost ss gt Marketing gt Processes Status Active CRM Project Rollup 16 and higher 66 149 CRM Project 9 4 3 Entering the services of Business Units Selecting Implemented By Business Unit in the resource section means services are entered for a Business Unit of the organization The start and end dates are relevant to the entry position within the chronological sequence of the project The Actual MD value determines the amount of work In this case one man day MD corresponds to 8 hours by default unless it s been configured differently under settings Rendered Service Information Microsoft Dynamics CRM Windows Internet Explorer q 7 Ioj x Aii Microsoft Dynamics CRM Paul Morrison Rendered Service Customize Honag e J j El Save amp New E al eo 4 fel wi jal Sharing Follow a z ka X Delete gt 33 A Copy alink amp Unfollow Mark Save Save amp amp Close Rendered Connect Addto Queue kem Assign Run Start Complete Close Service PER Queue Details af E mail a Link Workflow Dialog Pile Save Actions Convert Activity Collaborate Process Data Information Rendered Service Rendered Services Information Motes 4 General A Related 4 Common Subject Owner g Faul Morrison E Eh Connections Regarding E i Audit History Priority Normal v Scheduled Duration O minutes ae 4 Process
166. nction to create Timesheets A Audit History st Mara a p l Appointments Mame iOne CRM Impl NY 2011 05 Ball E mail Messages Start Date 5 4 2014 EE 12 00 am Order iOne CRM Implementation A G Faxes Enddate 5 31 2011 Ez a 11 59 PM Invoice iOne CRM Implementation Time amp 2 A Letters g Phone Calls Project iOne CRM Implementation New York Lal Owner g Paul Morrison Es Material Usage Display Options ME Show Short Activities C Yes No Show Activity Type Yes No Ea Resource Usages Work lt 15 min Eg Service Activities Show Activities with Yes No Show Employers Yes O No E Tasks Work Billed 0 E Travels Show work Yes No ve Print Options Ro Show Timesheet O Show Ti ls Detail S C iael Ie dal Yes No iow Travels ils Yes Mo Ga Workflows EES Dialog Sessions Show Activity Details s Yes O No Status Reason All standard reporting export options and of course the print function are available on the basis of the report File Help Timesheet iOne CRM Impl NY 2011 05 7 Poe ees 44 1 oft DL 100 Find Next oy XML file with report data a ed CRM Project Timesheet CSV comma delimited Acrobat PDF file Customer Project title Project manager MHTML web archive Date End One corporation Inc One CRM Implementation Paul Morrison aa 5 31 2011 j TIFF File Projectpart Subject Work Date Am Word billed h US Activities One CRM Analysis Infrastructure One Analysis I
167. nd priority CRM Project Rollup 16 and higher 80 149 CRM Project Report Viewer Project Portfolio Windows Internet Explorer B i mja x Edit Filter id 4 2 of2 gt pil amp 100 Find Next lad Project Portfolio Projectdetails with Key Performance Indicators e gp Project ID Tide intemal Account Project A BusinessUnir Sart End Rae Sews Billing Timeline Budger Risk Prony Commant v hd kg v v v hg hd kg Manager ABK CRM Einf hrung ABK Peter Maurer Honag Deutschland 5 2 2011 8 19 2011 gt Processing Time amp Material e e Frankfurt Unternehmen GmbH ABK CRM Implementation ABK Peter Maurer Honag Deutschland 7 4 2011 92 2011 Planning Fixed Price amp e Asien Unternehmen GmbH PRO0022 BAG PS CRM Einf hrung Beratungs AG Peter Schneider 6 2 2011 6 30 2011 Planning Time amp Material PROOO23 BLI DB CRM Impementation Baker Limited Daniel Brown 6 2 2011 6 30 2011 P Planning Time amp Materia a A PROOOO2 BLI Project Management Baker Limited Daniel Brown 5 2 2011 6 30 2011 D Processing Time amp Material E3 A A Implementation One CRM Implementation One Paul Morrison Honag US CRM 7 4 2011 W2 2011 Planning Fixed Price cea p Asia corporation International One CRM Implementation One Paul Morrison Honag US CRM 5 9 2011 8 19 2011 Processing Time amp Materia ou i o New York corporation International Metro CRM introductie NL Metro Petrus van Honag Ne
168. nd their management is available in the Microsoft CRM 2011 User Guide 5 4 Settlement pane 5 4 1 Orders Under Orders are all the orders assigned to the project Multiple orders can be assigned to a project e g the initial order plus subsequent follow up orders Projects can be generated from orders All relevant information for the project is transferred automatically The orders are necessary to access information relevant to billing Please refer to section 12 1 3 for more information 5 4 2 Billing The billing function allows detailed analysis for all services within the project for a selected time period and then based on this allows a decision on the services invoiced to the customer For this all of the services selected for billing are kept in a timesheet Based upon the underlying order for the project and the timesheet the billing function calculates the amounts invoiced to the customer and generates an invoice within Microsoft CRM if required Please refer to section 11 9 for more information on the billing function 5 4 3 Timesheets In this area are all timesheets created for the relevant project so far Active timesheets are still being processed by the Project Manager Inactive timesheets have already been billed completely Timesheets can also be used to generate the relevant printouts for the customer as reports e g PDF see section 11 9 CRM Project Rollup 16 and higher 41 149 CRM Project 5 5 Controll
169. nfrastructure preparation Appointment 1 5 1 5 5 16 2011 jOne CRM Analysis Infrastructure One Analysis Infrastructure adjustment Appointment 1 5 1 5 5 17 2011 S iOne CRM Analysis Infrastructure iOne Analysis Infrastructure documentation Appointment 3 3 5418 2011 J One CRM Analysis Infrastructure One Analysis Infrastructure 1 2 Appointment 2 2 5 19 2011 One CRM Analysis Infrastructure One Analysis Infrastructure 2 2 Appointment 2 2 5 19 2011 CRM Project Rollup 16 and higher 111 149 CRM Project 12 2 4 Creating invoices Project i0ne CRM Implementation New York Microsoft Dynamics CRM Windows Internet Explorer 5 iol x 441 Microsoft Dynamics CRM Paul Monson Project Add Customize Honag Project Manager Project Projects v POPES jOne CRM Implementation New York M Duration M Work M Costs fe l Budget Start 5 1 2011 End 5 31 2011 New Timesheet iOne CRM Impl NY 2011 05 5 1 2011 5 31 2011 Order iOne CRM M Sales 3 3 Preparation Billing Options and Settings M Description amp Notes ee Salesorder Product Quantity Unit Price Amount Related Senior Consultant 4 50 1300 00 5850 00 Activities System Integrator 1 25 1000 00 1250 00 Planning Project Manager 1 375 1300 00 1787 50 4 Settlement Total 8887 50 Es Orders A ee Create Invoice Controlling Marks all selected elements as billed Process Billing Processes Status Reason Processing Level Project
170. ng consultancy projects who are only reporting the entire project time for a single or a few project times in man days at the end of the week With the optional application of all time recording options you can make the right time entry method for every project team or to particular employees available Various views and reports are available for entry controlling which support employees and the Project Manager and higher level controlling Employees can e g identify entry gaps in their Outlook calendars 9 1 Time entry via standard CRM activities Services for a project are entered via the activities of Microsoft CRM Virtually all activity types can be used except Campaign responses In CRM Project the booking of services to a project is called entry by project members Entering triggers the calculations run by CRM Project Times are entered on successful completion of an activity Activities can be assigned to any projects for scheduling purposes without marking an activity as completed Neither work in man days nor costs in monetary amounts are entered to the project before these activities are complete Cancelled and deleted activities are also not included in the time entry of a project by CRM Project Activities can also be assigned to other employees via the standard Microsoft CRM functions Tasks for example can be delegated to the relevant experts within the project team This way the Project Manager is able to allocate proj
171. nior Consultant Senior Consultant 24 00 E C Senior Consultant Controller 8 00 gt an Idea Types A Absence Administration O Senior Developer Senior Developer 12 00 tal xRM1 License Assignments L System Integrator System Integration 8 00 A xRM1 License Types C Training Training User 8 00 D Rewards E Training Training Systemadministration 8 00 Areas ba Product Area Tax Keys p Tax Keys 8 Tax Values T Absence Administration 1 Project Journal Workplace Sales Marketing Service Projects Ideas Human Resources 1 11 of 11 0 selected Page 1 Settings Mm e A ECD E Pe eT DORER LMNNO PORS TFT Uy wY The services made available by your organization must be created beforehand in Microsoft CRM The Product Service Assignment area enables you for every service to define the scope hours day in which the service is available This is the basis for scheduling work volumes for this service 8 2 Representation for resource utilization Representation of resource utilization takes into account the following elements for capacity planning Project nodes as well as work volume contained therein for the relevant team member Appointments and Service activities Appointments and service activities are shown with the relevant scope hours scheduled as utilization for the relevant resource on the scheduled date day and are also shown in yellow For project nodes in which the resource in question is scheduled as a te
172. node can be kept in this field Values MD Sold and MD Sold Inherited are only controlled by this field MD Sold Inherited The value in this field is calculated by the system This field totals the sold man days of all project nodes lying below the selected node 5 1 8 Revenue d Revenue Projected Revenue 5 Revenue 5 Revenue projected projected F projected Level inherited Achieved Revenue Revenue 5 Revenue achieved achieved 3 achieved Level inherited Invoiced Revenue Revenue Revenue invoiced invoiced invoiced Level inherited 5 1 8 1 Projected Revenue projected The value in this field is calculated by the system This field shows the total amount of projected revenue calculated through scheduled activities work and prices of the order products for the current project node and the project nodes underneath Revenue projected Level The value in this field is calculated by the system This field shows the total amount of projected revenue calculated through scheduled activities work and prices of the order products for current project node not including nodes underneath Revenue projected Inherited The value in this field is calculated by the system This field contains the amount of projected revenue calculated through scheduled activities work and prices of the order products for all project nodes lying below the selected node Note There are different ways to calculate
173. nvok d EE Amount Pad EE Costs Planned EE Costs Accured 5 x Help View Report a 100 Find Next WA dep MD Projected HE MDO Actual Orders Date Amount Status 111 101 50 Active Order Volume not invoiced iOne CRM Implementation Amount Orders Total Order Products Qty ordered Amount ordered Dell Server 3 15 300 00 System X5000 Project Manager 12 15 600 00 Senior Consultant 22 26 600 00 Senior Developer 10 12 000 00 System Integrator 12 12 000 00 Training 20 27 200 00 Travel Expense L 1 00 Rate Travel Mileage Rate 1 0 50 Travel Time Rate 1 400 00 Effective 6 2 2041 7 32 05 PM CRM Project Rollup 16 and higher iOne CRM Implementation New York Paul Morrison Name Date Amount Status iOne CRM Implementation i 13 987 50 iOne CRM Implementation 0 007 50 Paid Time amp Material 2011 May 22 675 00 Sum of Invoices Totak Amount unpaid invoices Qty invoiced Amount invoiced Qty unbilled Amount unbilled 1 5 100 00 2 10 200 00 3 3 575 00 9 12 025 00 9 11 700 00 13 16 900 00 0 0 00 10 12 000 00 3 2 500 00 10 9 500 00 0 0 00 20 27 200 00 0 0 00 1 1 00 0 0 00 1 0 50 0 0 00 1 400 00 Page 4 of 4 89 149 CRM Project 11 9 3 2 Employee timesheet The employee timesheet provides the employee as well as executives with an overview of the services of all project deliveries and unavailable time such as holidays and absences While the first p
174. o OD MOIDNAWNEHE wu O WUN 5 5 N e 6 1 1 Structuring projects 6 1 2 Relocating project nodes 6 1 3 Passing down of status reasons 6 2 Predecessor successor relationships 6 3 Calculating projects 6 4 Budgeting 7 Planning 7 1 Planning table 7 2 Team members 7 3 Efficiency factor 8 Resource utilization 8 1 Prerequisites 8 1 1 Employee work hours 8 1 2 Absence 8 1 3 Capacities for services 8 2 Representation for resource utilization 8 2 1 Organization wide resource utilization 8 2 2 Project related resource utilization 8 2 3 Individual resource utilization the work schedule 9 Time and work entry 9 1 Time entry via standard CRM activities 9 1 1 Tasks phone calls letters faxes 9 1 2 E mails 9 1 3 Appointments and service activities 9 2 Time entry via the Fast Time Entry mask 9 3 Entering Time with the Employee Cockpit 9 3 1 Time Entry with New button 9 3 2 Time Entry with the stopwatch defined 9 3 3 Graphical hours overview 9 3 4 Navigation views and filters 9 3 5 Employee Cockpit modification 9 4 Entering rendered services 9 4 1 Entering the services of employees CRM users 9 4 2 Entering the services of external resources non CRM users 9 4 3 Entering the services of Business Units 9 5 Using resources 9 6 Using materials 9 7 Effect of time entry on the project 9 8 Estimated time to completion 9 9 Changes in activities entered 10 Travel management 10 1 Creating travels 10 2 Receipts 10
175. o a budget for personnel costs and a budget for all other costs The two variants are available for and can be applied differently for every project The choice as to the procedure used within a project is controlled in the topmost project node of a project in the Settings area with Include personnel budget Yes No Option 1 corresponds to No and option 2 to Yes Settings Automation amp Controlling Inherit Ea C Ye No Calculate Yes C No Consider HR C Yes Ne responsibility Progress Budget automatically If the personnel budget is not viewed separately option 1 only fields Budget gt Budget Level and Budget Inherited are used The information managed in these fields is displayed again in the Total Budget fields If the personnel budget is viewed separately option 2 the Project Manager is given the option to assign all non personnel costs via fields Budget Budget Level and Budget Inherited The budget for personnel is calculated automatically with the Budget Personnel Cost fields via the employees assigned in the planning table The overall budget is shown in the Total Budget fields Tip Changes to the budget and the Consider HR Budget button are only possible under the Planning project status The budget is only calculated automatically via the Recalculate button when the project is in the Planning status CRM Project Rollup 16 and higher 46 149 CRM Project 7 Plannin
176. o learn more on how to modify the Employee Cockpit please go to 16 5 Be aware that the appropriate security role is required System Administrator or System Customizer 9 4 Entering rendered services A Larger AMOUNT of man days of services within the project can be entered with activity type Rendered services Both the services of users within the organization services of external project participants or business units can be entered here As with all activity types described above it is also important for rendered services that field Regarding contains the project node to which the service is to be assigned To enter the activity in the project select Mark Complete to save the activity and at the same time enter it for the project Tip If you are simply planning the activity to carry it out or complete in the future i e the information and values in the activity can still be changed select Save and Close to close the activity You can open the activity again at a later time to modify it and then Mark Complete to enter it for the project 9 4 1 Entering the services of employees CRM users Services of users within the organization can be entered by the users themselves or by a substitute or the Project Manager depending on the authorization model used Selecting Implemented by Employee in the Resource section means services are entered for the organization users set The Start and End dates are relevant to the posit
177. oday Day Week Month Forward Record MIM invoiced View i Filter Start Date Actua Duration Regarding Subject Description June 3 2011 8 00 AM BLI DB Sub CRM Realisation Q Leave from 6 3 2011 to 6 3 June 2 2011 9 00 AM 3 01 iOne CRM Phase Concept Es iOne Concept preperation May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 5 10 12 16 17 19 23 24 26 30 34 2 5 6 7 8 9 10 2010 2011 2012 v Event properties Title Leave from 6 3 2011 to 6 3 20 Start 6 3 2011 8 00 AM End 6 3 2011 8 30PM Update V Start 6 2 2011 E3 End 6 18 2011 E3 Name Paul Morrison v Load cached user data CW 23 2 6 4 6 CW 24 5 6 11 6 2 Thu 3 Fri 4 Sat 5 Sun 6 Mon 7 Tue 8 Wed 10 Fri 11 Sai iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement REL YY CUE YY 7 GULL My Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen iOne CRM Phase Com iOne CRM Phase Coni Fi iOne CRM Phase Com iOne CRM Phase Com iOne CRM Phase Con iOne CRM Phase Com iOne CRM Phase Con J Request Lead Project J Planning Service Activities Urgency ratio Red border Availability is critical Capacity Available Unavailable 77 Absence leave Business closure 16 5 3 Add remove or rearrange columns in the table grid You
178. oles selected A project manager can see more information than an employee who simply reports back time Information in a project s data fields and selected project nodes are subdivided into the following areas General General information on the project Duration Time related information in the project Work All information pertaining to man days in the project Costs All information pertaining to monetary costs in the project Budget The calculated budget for the project Sales Information pertaining to man days described to the customer Revenue Automatically calculated information regarding the project revenue Description amp Notes Information on project content task goal and more detailed notes Settings Settings and values pertaining to the project Note Some fields cannot be filled in as they are automatically filled in by the system These fields are filled gray and the user cannot edit them Note Please be aware that when using the template functionality creating project nodes with field level security fields is only possible if the user has write permissions CRM Project Rollup 16 and higher 23 149 CRM Project ra Project New Microsoft Dynamics CRM Windows Internet Explorer i Microsoft Dynamics CRM Paul Morrison File Projet Add Customize Honag A re Save amp New Sharing Follow Delete Copy a Link Unfollow Save Save amp Connect Assign R
179. omize Honag a Activate Share Follow 3 p 5 fx gt Export to Excel i a E a l 3P F By Deactivate 53 Copy a Link Unfollow Y Filter New Edit Connect Assign Run Start Run Import Advanced Import Fast Time xRM1 Employee X Delete ia E mail a Link Workflow Dialog Reporty Data Find Projecte Entry Cockpit Records Collaborate Process Data Projects Projects th R Projects All Active Projects 7 Search for records p 4G i C Title dnternal Status Reason Progress Billing Actual MD 3 Man Days Assigned vs Actual v gt Projects C BAG Projektmanagement Einf hrung Processing Time amp Material 0 00000 FF Orders O BAG PS CRM Einf hrung Planning 8 59 Time amp Material 2 78125 200 00000 Og Timesheets C BLIDB CRM Impementation Planning 8 59 Time amp Material 2 75000 180 00000 Invoices C Kommunikation der Unternehmensstrategie Processing 160 Accounts F A O Customer Trainings Processing 84 Contacts 140 00000 O Honag intern Server Update USA Processing 0 00 No 0 25000 Goais 120 00000 Support O Honag intern Server Update Europe Processing 0 00 No 0 25000 Gantt O BU Project Management Implementation Processing Time amp Material 5 00000 100 00000 amp 3 Resource Utilization C Metro CRM introductie NL Processing Time amp Material 0 00000 80 00000 gt Individual L iOne cRM Implementation New York Processing 17 19 Time amp Material 15 25000 60 00000 Pi inf hrung Frankfu rocessing 2 ime ateria 4 0O ABK CRM Einf h F
180. on the respective activity here Used Services Services which will be rendered through scheduling the activity are displayed in this column more on this under Output Assignment Section12 1 5 It s possible to readjust the services directly through the fields available services can be edited and missing ones added The Work h column specifies the work time entered for the relevant activity This work time is the value in hours specified in the activity by the editor regardless of how many participants are involved For a one hour task 1 00 is displayed here just like a one hour appointment with many participants The Work Billable h column offers the Project Manager the chance to modify the work time of the relevant activity This value is generally already pre assigned the value from column Work h Only the value of the Work Billable h column is used in the timesheet for billing If this column remains empty the customer is billed nothing for this activity The Amount column gives the Project Manager on the basis of the services sold to the customer in the order a preview of the amount generated through billing The Marked for Billing column gives the Project Manager the opportunity to select the activities to be marked for billing This credits the activity to the timesheet currently selected Also the Timesheet column displays the timesheet to which the position is assigned The Billing Amount column displays and totals the
181. onnel Costs Inherited fields The value therefore represents the sum of all accrued personnel related costs in the project and all project nodes underneath Personnel Costs Level The value in this field is calculated by the system Displayed in this field are the personnel related costs accrued in the project node being viewed with no nodes underneath Personnel Costs Inherited The value in this field is calculated by the system This field displays the personnel related costs accrued in all project parts beneath the node selected Note Personnel Costs contain personnel related costs occurring from time entries in the project For more details see section 9 7 Material Costs 3 The value in this field is calculated by the system This field is the sum of the Material Costs Level and Material Costs Inherited fields The value therefore represents the sum of all material costs currently accrued for this and all project nodes underneath Material Costs Level The value in this field is calculated by the system Displayed in this field are the material costs accrued for the project node being viewed with no nodes underneath Material Costs Inherited The value in this field is calculated by the system This field displays the material costs of all the project parts beneath the node selected Note Material Costs contain material related costs occurring from Material Usage see section 9 6 and Resource Usage see
182. ons are Preparation of the billing process Creation of the timesheet including export options a Running the billing process and creating the invoice Project Projects iOne CRM Implementation New York End 5 31 2011 45 New Timesheet May 5 1 2011 5 31 2011 Order iOne CRM Implementation Start 5 1 2011 15 Preparation Billing Options and Settings Filter Show Short Activities Work lt 15min a Title Date Activity Type Number of People Employees Work h vi h Amount imer aes for _ Timesheet iOne CRM Implementation 8 19 2011 12031 25 0 00 2 E iOne CRM review 5 3 2011 Appointment 2 Paul Morrison 8 00 8 00 2600 00 3 A iOne organize project kick off 5 9 2011 Task 1 Paul Morrison 0 50 0 50 81 25 Jf iOne CRM Impl NY 2011 05 4 e iOne conference call appointment 5 13 2011 Phone Call 1 Paul Morrison 0 50 0 50 81 25 i iOne CRM Impl NY 2011 05 5 2 iOne Revising approval 5 31 2011 Task 1 Paul Morrison 0 50 1 00 162 50 6 E iOne CRM Phase Analysis 5 27 2011 9106 25 0 00 7 Gj iOne CRM Implementation New York 0 00 8 iOne CRM review Rental Car 5 2 2011 Voucher Paul Morrison 9 io Arrival iOne CRM review 5 2 2011 Appointment 2 Paul Morrison 3 00 3 00 150 00 10 iOne CRM review Overnight Stay 5 3 2011 Voucher Paul Morrison 11 Departure iOne CRM review 5 3 2011 Appointment 2 Paul Morrison 3 00 3 00 150 00 12 E iOne CRM Analysis Processes 5 13 2011 8806 25 0
183. ons Invoice Discount kA Audit History Pre Freight Amount 8 887 50 wa Timesheets Freight Amount 4 4 Processes Gi Wadim Total Tax 0 00 Dialog Sessions Total Amount 6 887 50 a Status Active Now the invoice can be printed out stored locally and or sent to the customer CRM Project Rollup 16 and higher 103 149 CRM Project Report Viewer Print Invoice Windows Internet Explorer i Joj x Help File show line item discount pres View Report Id ah of2 Db DI fos MT Find Next G 3 dau Invoice 5 31 2011 01004 H5F5N8 ORD 01001 R8N3B3 Honage Germany Honag Germany iOne corporation Inc Fifth Avenue and 57th Street Contract iOne 3543 from April 2011 NY 10022 New York Germany Delivery Date Peniod Uustomenr Payment Terms 5 1 2011 5 31 2011 ee ES Project Manager 1 37500 day 1 300 00 1 787 50 Senior Consultant 4 50000 day 1 300 00 5 850 00 System Integrator 1 25000 day 1 000 00 1 250 00 Subtotal 8 887 50 Discount 0 Discount o Total net amount 8 887 50 VAT 19 000 1 688 62 based on 8 887 50 Total amount 10 576 12 A ow 4 12 1 7 4 Multiple invoice printing If required you can create more than one invoice report at once Select the relevant invoices in the view for active invoices and then go to Print Invoice on the Ribbon Bar CRM Project Rollup 16 and higher 104 149 CRM Project 15 x gt rs Paul Morrison
184. onz for t 39 Call Customzer Marketing abinin 2 iOne Revising app B Service Z Plan Workshop Project Z Request Lead 3 4 gt Project F Planning Appointment Urgency ratio Red border Availability is critical rogna Capacity Available Unavailable 74 Absence leave Business closure Sig Resource Center a The relevant details for the work packages in question are also available by mouse over The following data are displayed Project name Scheduled work for the specific day Assigned work and volume already completed for the project node and Start and end of the project node The height of a package denotes the volume with which the package is scheduled for this day The height is spread as evenly as possible over the duration of the node e g a subproject in due consideration of the time windows available for utilization The higher a package is the more time of the day is scheduled for the node Particularly small work packages lt 1h day are shown separately with a fixed size on the top border for improved clarity and ease of use The color of a package denotes the urgency of this node The darker the package the more urgent is the completion The color is derived from the remaining assigned work assigned work minus volume already complete and the remaining overall work time of the employee until the scheduled end of the project node is reached A red frame around the work package
185. op All elements appointments project nodes and activities can be clicked in the work schedule and open up in a new window CRM Project Rollup 16 and higher 54 149 CRM Project 9 Time and work entry CRM Project contains many diverse ways of time entry Ease of use for the employee is the focus There are a total of different ways to enter data Available are a CRM Outlook Client a fast entry mask FTE for time entry Employee Cockpit all activity types of Microsoft CRM and mobile apps Work entry for external resources is also supported by the entry mask for rendered services You can also unlock selected activities for mobile use via Microsoft CRM Standard Customizing as well as create time recording through your smartphone _9 ime Tracking Options in Microsoft CRM 5 4 z Calendar pMorrison honag com Microsoft Outlook o amp E3 MTP Home Send Receive Folder 4 pMornnon honag com x imployee Cockpit Windows Internet Explores 4 gt May 30 e 3 Inbox 4 y lt lt Vio o A Oratts 30 Monday J t N gt S 00 00 00 4M cones Sent Rems a Cack Tosa ay Nee Merth forward Record a i ed i a Deleted Items Ney amp er wtcete gt Stettre ing tine Duration Regarding De Mracripticr atendar m oa Saj Contacts gan i 5 Journal 3 lt Junk E Mail se We x E3 a Notes 10 One pantag T ud X Need zt 00am 200PM 0400 Fire CRM Phare Concent 3 Kine CRM Concest Project
186. oper DLOO6 Senices 1 16 of 16 0 selected Page 1 Status Active The Stop Escalation button stops the search for the Tax Rates and Additional Invoice Texts for the area tree s upper level For Example it will prevent the European Additional Invoice Text from being displayed on a Germany Germany invoice On the other hand if the escalation is activated the Tax Rates will beadded up for the existing area levels The Tax Calculation Logic pick list which defines the tax calculator has the following entries below This will be continuously extended in future product versions Tax Calculation Logic Be eM Egil E Boe a Custom Logie O O e 4 Add the corresponding Tax Area to the account s records For the accounts within your organization the option Own Business is set to yes a logo and an Invoice Footer for external companies the option Own Business is set to no the Tax ID can be added Entered data will then appear on the printed invoice CRM Project Rollup 16 and higher 100 149 CRM Project Account Honag Germany Microsoft Dynamics CRM Windows Internet Explorer l Microsoft Dynamics CRM andl ikakaa o Account Add Customize Honag A igh Save amp New aa K 2 R Sharing Follow amp z x mh g aij Deactivate a CopyaLink amp Unfollow Save Save amp Add to lereni comet Assign _ Run Close XK Delete iH E mail a Link Workfiow Dialog Peen A Save Collaborate
187. or processing and planned projects MS Planning MA Processing August September October November December January February March 36 0 0 0 0 0 0 0 0 0 36 0 0 0 0 negative values are he resuR of higher tme entries man planned CRM Project Rollup 16 and higher 92 149 CRM Project 12 Billing The billing component of CRM Project enables youto bill services to customers employees and external resources out of projects Billing by fixed prices and by time amp material are supported Billing is performed in four simple steps 1 Determination of the billing period and the basis order The services entered in the project can be billed by freely definable time periods months quarters etc If required selected services can be marked for later billing These will then be automatically suggested by the system in the next round of billing Parallel billing in relation to different orders even with different terms and conditions is also supported 2 Preparation of entries Prior to the billing process the entered times are processed very conveniently in a single overview and services having a relevance to billing are marked as such Spelling mistakes and incorrect formulations can be removed or corrected easily One of the special features is the ability to invoice services differing to the work time entered Travel costs and travel times entered for the project can also be invoiced The order can be used to specify how
188. or this purpose and given a relationship to the respective project part As soon as the activity is marked as complete time entry is concluded Methodical usage of standard CRM activities assures that all services entered depending on type are also available at the usual positions e g tasks and phone calls in the activities history appointments and service activities additionally in Outlook and CRM calendar etc A fast entry mask for time entry is also available This is used in particular for the fast entry of smaller work volumes The fast entry mask is of course based on standard Microsoft CRM technologies here Silverlight and so can be used for time entry outside your Intranet too You can enter and edit your work hours very fast and easy with the user friendly and flexible Employee Cockpit Based on the 100 HTML5 and JavaScript technology it can also be used from outside CRM integrated into your intranet page Outlook start page SharePoint site etc Lastly a collective entry mask for services is also available It is designed for applications in which services are not entered in detail but are aggregated as totals One such application for example is a Project Manager who receives CRM Project Rollup 16 and higher 55 149 CRM Project as a total only the man days of the department to be billed which however should be used as input to the project costs Another good example is the time entry of consultants in long runni
189. orkflow Available to Run Options for Automatic Processes E As an on demand process Scope Organization E As a child process Start when Record is created E Record status changes E Record is assigned MW Record fields change View C Record is deleted Step description None provided If Project Last journal entry created on on or after 8 Hours Before Process Execution Time then Stop workflow with status of Succeeded Otherwise Update Project View properties Create Project Journal View properties Stop workflow with status of Succeeded The standard value for the update interval is 8 hours This means every time a defined value has been changed and the time period of the last update is longer than 8 hours a new Project Journal record will be created and appear in the chart CRM Project Rollup 16 and higher 148 149 CRM Project zj Project Journak New Microsoft Dynamics CRM Webpage Dialog lal Save and Close H fmm Process Create Journal Entry All languages xRM1 Create Project Journal 4 General Form Assistant gt Name Title nternal Project Journal Execution Time Process eee Dynamic Values C Project Project Project Owner q Operator Start projected Start projected Project End projected nd projected Project Progress auto Progress Automatic Project Progress Progress Project nok for manual Project Cre
190. ortcuts are available inside the table to help you work faster a F2 Edits the cell selected Esc Exits editing mode without saving changes x Tab or Enter Saves the field content 5 3 1 8 2 Creating project nodes New project nodes and activities can be created from a context menu or by keyboard shortcut Pressing the right hand mouse button in the table view enables access to the context menu a Filter Activities Completed si Program Project Title E Subproject 1 iOne CRM Implementation New Z pie sa Add node Work Package la Add sub node Milestone XK Removerow Task EA Fax Ep Phone Call baj Email Ei Letter ic Appointment ra Service Activity Rendered Service Resourceusage 7a Matenalusage en Voucher The following items can be added using the context menu Activity task fax phone call email letter appointment service activity rendered service resource usage material usage mn Project node program project subproject phase activity package milestone The following items can be added with a shortcut Add row shortcut Ins Inserts another project node of the same level underneath the row selected Add sub row shortcut Shift Ins Inserts another project node of the level below the row selected 5 3 1 8 3 Removing project nodes Existing project nodes can also be removed from the context menu Remove row or with a shortcut Del CRM Projec
191. osed activities In this area are all closed activities assigned to the currently selected project node are to be found Views and filters are available in the Gantt chart and the WBS to provide an overview of all activities within the whole project structure 5 2 3 Documents if Share Point has been integrated beforehand Information about Share Point added documents can be found in this area 5 2 4 Travel Here all travels related to the currently selected project node can be found Views and filters are available in the Gantt chart and WBS to provide an overview of all travels within the whole project structure 5 2 5 Receipts The Receipts area provides you with direct access to the receipts created for travels pertaining to this project node Views and filters are available in the Gantt chart and WBS to provide an overview of all receipts within the whole project structure 5 2 6 Cases The Cases area enables you to see whether and if yes which cases are assigned to this project node This enables the user to collect service cases pertaining to a particular work areain a project or subproject 5 3 Planning pane 5 3 1 Work Breakdown Structure WBS The Gantt chart and the WBS are the two ways to structure a new project and to edit and monitor an existing one iOne CRM Implementation New York Project Filter Activities s Completed _ Connections v Automatic View 7 90 365 gt Title it ee MD Projecte
192. our xRMi Support Back Next Cancel The next few steps are identical with steps 3 to 5 with free test licenses Next select whether you would like to implement standard settings and or basic data demo data This will subsequently help to activate the license as well as complete the activation You can also request and upload your license through the xRM1 Configuration window For more information please see Section 15 1 1 CRM Project Rollup 16 and higher 131 149 CRM Project 15 4 Configuring the Solution Configuration Wizard The Configuration Wizard is a part of the Activation Wizard but can be run separately This can be the case when basic data demo data or settings will be created at later point in time Note Using the Configuration Wizard will not overwrite any already existing data Configuration Wizard Windows Internet Explorer Welcome to the Configuration Wizard for your xRM1 Business Solution This Wizard supports the configuration of your xRM1 Business Solution The wizard helps you preset the settings of your system with common values As an option this wizard additionally creates demo data in your system Please click next to proceed For any issues and questions please don t hesitate to contact our xRM1 Support Next Cancel Here you have nooption to select whether you would like to activate a free test version a temporary or a permanen
193. pe for on premise customers an additional report package has been provided They are not available in a Microsoft Online installation since the corresponding rights on the server are needed 11 9 3 1 Work in Progress With the help of the Work in Progress report many important project values can be viewed at a glance Below you will find a description of the information included in the report e The order s value sum of all related order amounts green e The amount invoiced sum of all project related invoices yellow e The amount paid sum of all project related and paid invoices orange e Costs planned scheduled monetary project budget total blue e Costs occurred actual project costs red e MD projected scheduled personnel project budget total light grey e MD actual project related actual reported man days dark grey e Overview of all orders associated with the project e Overview of all invoices associated with the project e A comparison of orders and invoices as well as days still open thereof CRM Project Rollup 16 and higher 88 149 CRM Project Report Viewer Work in Progress Windows Internet Explorer File Select project iOne CRM Implementation New York Paul Morrison May 09 11 ld 4 fi ofi P bl Work in Progress One CRM Implementation New York Paul Momison T20000 00 TODD 00 0 SII GD OD 49 AE Oe 0 00 EE Order Volume Progress OS Amount I
194. pear There may be overload or underutilization depending on work utilization These scenarios can be solved with the following actions for example CRM Project Rollup 16 and higher 39 149 CRM Project Distribution of the project node work in other ratios or to other resources in Area 3 Changing the runtime of the project node via Start date End date in Area 1 In Area 3 moving back the Gantt view of the project and moving the bar of the project node to another area in which utilization results in fewer conflicts Tip Layer transparency enables you to see the Gantt view at all times even if you only want to use work allocation After scheduling the resources you can inform the project members and service managers about upcoming project assignments by e mail to do this select the project node right click and send the e mail The system looks up the participants in the project and the project sub nodes and sends the e mail to the notification Project Projects vi 4 iOne CRM Implementation New York Header Legend a Start End MD Booked Level MD Projected z i Title ee Level Suc Work Assigned James Collins Paul Morrison iOne CRM Implementation New York 5 9 2011 8 19 2011 8 00 8 00 a 8 12 0 00 0 00 6 16 it Send Assignment Information 5 3 6 Resource Usage Resource usage is a filtered variant of resource utilization Unlike resource utilization in which all resources in all projects are s
195. plorer EJ close GJ pActions E Solution xRM1 Rollup 12 Fa 37 Information Solution xRM1 Rollup 12 Configuration G7 Information Configuration of xRM1 EF Configuration L Components t A Entities Option Sets a Client Extensions a Web Resources License key T Processes b Plug in Assemblies bz l License upload Status Valid license data uploaded l Sdk Message Processing 5 Service Endpoints Licensing Purchase License inn Dashboards Reports Contact xRM1 Support EA Connection Roles E Article Templates License report and request E Contract Templates ie E mail Templates Company Name is Mail Merge Templates E Mail gt security Roles gi Field Security Profiles Organizational Unique Name Status Existing CRM Project Rollup 16 and higher 121 149 CRM Project 15 1 3 Project Settings Solution xRM1 Rollup 13 Release Candidate Microsoft Dynamics CRM Windows Internet Explorer Eg Close GJ WyActions Help File Solution xRM1 Rollup 13 Fa 8 Information Solution xRM1 Rollup 13 Configuration Information Configuration of xRM1 E Configuration F Components gt TE Entities 7 EH Option Sets 7 Project Settings Ha Client Extensions Man Day Definition Web Resources a Se Processes Hours per Man Day or L Plug in Assemblies Sdk Message Processing S WW Service Endpoints iB
196. prices across one or more price list s Please refer to the standard user documentation of Microsoft CRM for details on creating services products and price lists Finally create for all these services and products the necessary relationships under Product Service Assignment Note Please pay attention regarding the setting for the value Quantity Selling Option when creating new records in CRM price list items for products that should be billed by the CRM Project billing function The value has to be set CRM Project Rollup 16 and higher 140 149 CRM Project to Whole or Whole and Fractional If the value is set to No Control it will not be possible to make a fractional billing of the services in the project Product Service Assignments Active Product Service Assignments Microsoft Dynamics CRM Windows Internet Explorer Oj x i Microsoft Dynamics CRM E n S Product Service Assignments View Charts Customize Honag fv Settings fh GRe Product Service Assignments Active Product Service Assignments 7 Search for records p Dusi C Product a Service Capacity h day 2 Si C Executive Consultant Executive Consultant 8 00 FT em C Junior Consultant Junior Consultant 8 00 ml Customization 5 O Project Assistance Project Assistance 16 00 f Process Center f O Project Manager Project Manager 30 00 a i oo J iom C Project Manager HR Manager 8 00 a tence a Sie ne C Senior Consultant Senior Consultan
197. project form show the project s historical development of the Budget Cost Revenue and Work values The standard values are set to Budget and Costs However you can easily switch to other values Revenue or Work by clicking on the drop down arrow beside the header The values can be also modified or added with Dynamics CRM customizable standard chart technology The values used for these charts are saved in the Project Journal entity and are recorded through the Create Journal Entry workflow Find more on Project Journal configurations in section 16 6 5 1 2 General 5 1 2 1 External Information Title Customer External information CRM Project Rollup 16 and higher Customer To Progress auto m 24 149 CRM Project Title Customer The title of the project node also used for external parties and customer Customer The company or customer representing the sponsor of the project The customer is also used to determine whether it is an internal or external project Please refer to section 16 4for more details Progress auto The progress or degree of project completion in The field can be filled in manually or automatically The choice between automatic calculation and manual entry is made under the project s settings For automatic calculation the value is calculated by dividing the project node s entered man days by the projected ones
198. project should not be associated with the trip but with the relevant project e g Appointment or Service Activity When creating these activities use the Associated Travel field under the Travel Management tab to specify the travel associated with the appointment The Regarding Appointment and Regarding Service Activity menu options allow you to view travel appointments and service activities Solution settings can be used to plan travel activities arrival departure preparations and bookings etc as well as times and costs You can decide if travel times and expenses are tallied just for the trip or are passed on to the project Receipts are totaled in the trip in the Costs field as soon as the receipt is closed These costs are always passed on to the costs of the project 10 2 Receipts In the standard receipts are always associated with travel However you can also create receipts without travel There are various receipt types within the Type of receipt document field to choose from Entertainment expenses Fuel m Other car expenses m Office supplies Rental car m Expenses Bus train Parking fees Taxi 7 Company car n Private a Telephone i Flight Other receipt i Overnight stay Mu Gifts document types Private vehicle Various fields for entering receipt information are displayed at different times depending on the receipt type Relevant net costs are used for travel project cost
199. put assignment within the project for the user If this is not found the Standard Service field for system user Entity is checked If this does not contain a service either an error message informs about the lack of service assignment CRM Project Rollup 16 and higher 96 149 CRM Project Tip If no services are available in your system create them in line with the procedure described in the standard user documentation of Microsoft CRM Please remember the assignment required in addition between services and products as described in section16 2 12 1 6 Travel settings in the order If your order also contains travel and receipts it is an additional requirement in the Travel Management section of the order assigned to the project to specify the procedure for dealing with travel costs and travel times in the billing process for the customer Also the associated products for billing travel costs and times see Settings in section 15 1 4 must be stored as order products in the order with the relevant customer terms and conditions v Project Management Project iOne CRM Implementation New York Te Customer Order Reference Processing of Travel Pro rata billing of travel times v Billing Percentage 50 Times Processing of Travel Billing of receipts marked by the project manager v Costs 12 1 6 1 Processing of travel times The following options can be selected for travel times No billing of travel times If this is select
200. rankfurt P i 20 40 Time amp Materia 18 56250 40 00000 LI ione crm Implementation Asia Planning Fixed Price 0 00000 20 00000 k mplementation Asien anning ixed Price 0 C ABK CRM Impl tation Asi Planni Fixed Pri 0 00000 0 C Contaso Development Intemational Processing 8 82 Fixed Price 15 00000 El Pe rE T Workplace SSRESES HL EG etro extensie lanning ime aterial t Da xE oE wg aw E LJ m CRM i Planni Time amp Materi 0 00000 oo Z vo ip c aa c S Sales O Sicherstellen des Unternehmenswachstums Processing 7 ig a 5 E amp gt Q Marketing Service Title Internal Projects MME Sum MD Projected Ideas MM Sum Actual MD 2 H R gt gt uman Resources a eala di ab 0 Click on the chart to perform Drill Down Settings mam AAB COO EE FG HA 2K tow OOF Oo OR Ss T BO exe 2 100 4 Projects 4 General E Projects E Gantt A Resource Utilization ad Team Calendar Fy Orders Ua Timesheets i Accounts 84 Contacts Goals Support 4 Individual LA Activities 34 Travel o Requests for Leave ka Work Schedule The 4th module for project management is in the main menu item immediately below the 3rd module for service management This menu is used to access the central functions of Project Management divided into subcategories General and Individual 1 1 1 Projects The Projects option is used to access the projects in the system Different project views simplify the organization This area inclu
201. resources assigned to the main node to the project sub nodes c This automatically gives more structure to assigned project work for team members and correlates the work to defined time periods CRM Project Rollup 16 and higher 6 149 CRM Project 6 Keep your project up to date by making system changes that coincide with the current situation 0 3 3 Up to date accuracy within the project Think about the level of up to date accuracy you were able to retain in recent projects during the course of those projects If it was difficult then Leave more time for project planning and project management If this is not possible plan in less detail Smaller detailing is better than incorrect detailing 0 4 Tips for efficient time entry Below are a few tips from practical experience and from our customers on entering time and services within projects from day to day Update data immediately especially when you are entering many processes every day The benefits Nothing is forgotten your colleagues have an up to date overview at all times and you save on tiresome reconstruction work at the end of the day week month The project is immediately documented at the same time Mm Keep your calendar as such that you can show it to a third party at any time without having to explain the entries This way processes time and document entry take care of themselves in your projects you won t need to re formulate process des
202. rt your prepared project plan select Import Project in the ribbon menu bar Choose the account which will be the customer for the new CRM Project project Then choose the project s currency In most cases an account will be your company or a standard account in your CRM Select Import to select the Microsoft Project file The project will then be created in CRM Project and be available as a Planned Project Import CRM Project Windows Internet Explorer Import Project Import a Microsoft Project Plan as a new project in CRM Project A Please make sure that the imported project plan is based on the Microsoft Project Template and that all project level xcel Tal Select the account and currency for the imported project le L noe Account Advanced Fast Time Template Company A Find Entry na Currency US Dollar ki v Import Project Select Microsoft While processing the import the following information is transferred from the Microsoft Project Project plan to CRM Project CRM Project Rollup 16 and higher 21 149 CRM Project Information in Import assigns information to the following CRM field for Microsoft Project Plan Project nodes Activities Task Name Title internal and Title customer Subject Notes Description Description Start projected Start Time only Appointment and Service Activity Finish End projected End Time only Appointment and Service Activity Due all other Act
203. s Tip If columns of employees are displayed in the list of scheduled project resources for which no type of work is scheduled in the project it is because these employees have made entries for the project without having been scheduled for it You are able to control authorization of entries by team members via authorization roles and approvals 7 2 Team members For every project node there is a list of team members scheduled The team members are created by scheduling an employee or service for the project node via the planning table and or entering an employee for a project node for which he she was not scheduled before Every team member entry contains the managed scheduled work volume for this team member as well as work already reported back within the project node This information is used to calculate the work still open and thus the utilization of employees and services Tip Team members form the basis for individual employees to control access authorization to the relevant project part These types of configurations are directed in particular towards organizations with which read permission to projects is to be controlled specifically not every employee being granted access to all projects Use Sharing for the explicit control of project access for your team members The sharing can be activated via the workflows or plug in of Microsoft CRM by team members Tip The My project participation view can be found
204. s 3 Accounts Daniel B Paul Mor Peter Co Count AI Risk Count All Risk e N Title Internal Paul Morrison Owner 84 Contacts Peter Ma Peter Sc Petrus Vu 0 00000 50 00000 4 Scheduling Owner Sum MD Projected 2 GE High MB Low Ea Gantt j A EA Resource Utilization 1 HA Service Calendar My Projects Budget vs Costs My Projects MD Projected vs Actuals E Travel Requests for Leave EA work Schedule aaa Sum Total iOne CRM Implementatio Se iOne CRM Implementatio a iOne CRM Implementatio Budget 2 B iOne CRM Implementatio Sun onai Honag intern Server Up iame SEER My Projects My Projects 2 Workplace ED Sales Marketing HM Sum MD Pro GE Sum Actual Title Internal Title Internal Honag intern Server Up ry Service E Projects 0 00 20 000 00 0 00000 50 00000 gig Resource Center 100 4 11 2 Controlling in the user interface of Microsoft CRM Within the list view of projects CRM Project provides different views Ongoing Projects My Projects External Projects etc showing a quick overview of projects and their relevant parameters oo 4 amp 4 Microsoft Dynamics CRM Paul Morrison Projects View Charts Add Customize Honag A pg Activate B jal Share fx gt Export to Excel 4 B Sarwan D B aami O A sg Deactivate r e Ga Copya link S oy Y Filter New Edit Connect Assign
205. s For the Company Car receipt type standard system costs are taken from the resource e g Car once the travel distance has been entered CRM Project Rollup 16 and higher 74 149 CRM Project Travel Receipt iOne CRM review Overnight Stay 03 05 2011 Microsoft Dynamics CRM Windows Internet Explorer l Ol x K7 444 Microsoft Dynamics CRM Travel Receipt Add Customize Honag A j Gh Save amp New oN ia Sharing amp E L age Deactivate ma a Copy a Link Ge Paul Morrison Save Save amp Assign __ Run Start Run Close Delete al E maila Link Workflow Dialog Report Save Collaborate Process Data Information 4t Travel Receipt Travel Receipts vi 4 Gai iOne CRM review Overnight Stay 03 05 2011 Expense Calculator a Notes General Related General Como Title lione CRM review Overnight Stay 03 05 2011 Js Activities Travel J iOne CRM Implementation New York iOne corporation Inc New York 05 02 2011 05 03 2011 Ta L Closed Activities a A AE Project iOne CRM Implement L Receipt OU0008 Type of the Overnight Stay Audit History Number receipt 4 Processes document amp Workflows Owner Paul Morrison To Date of 5 3 2011 Fmiv Paid By Company a Receipt E Dialog Sessions Travel Day 5 3 2011 my Type of Visa Sii Payment Cost Gross s 220 00 Deductible 20 00 Net Amount s 200 00 Amount Taxes Billing Billable Is Billed yo No Currency S U
206. s Dollar Ta Timeshe Fe Cleared s Amount Description gt Expense Calculator Notes Status Active To create a new receipt simply follow the steps below A receipt for a particular trip is assigned with the Travel field When creating a travel receipt the value is automatically taken from the trip This also applies to the Project field m Type of receipt document provides you with a variety of field options For example selecting Company Car hides the Costs field from view fields for selecting a vehicle and specifying the miles driven are displayed Selecting Expenses reveals a tab which is linked to an internet expenses calculator Receipt number is filled in automatically Select Type of payment not available for every receipt Select Method of payment not available for every receipt Select Travel day Select Receipt day Select Gross Amount Select Deductible taxes Net Amount is calculated automatically Select Vehicle if receipt type Company Car is selected For receipt type Company Car The mileage is calculated automatically from the travel beginning and end The value calculated can be overwritten The Description field allows you to add additional information for any further clarification The Expenses calculator tab is only available when Expenses is selec
207. s can be used to realize a low cost connection as part of an integration project We recommend the Microsoft Dynamics Connector for NAV or GP integration The professional services necessary and the adapters themselves are not part of the CRM Project licenses CRM Project Rollup 16 and higher 112 149 CRM Project 12 2 5 Completing the billing process After billing preparation is finished and the required invoice information has been generated billing can be concluded Project ine CRM Implementation New York Microsoft Dynamics CRM Windows Internet Explorer 7 5 oj x 4a Microsoft Dynamics CRM Project Add Customize Honag 9 Paul Morrison Project Manager Project Projects v 2 P jOne CRM Implementation New York Duration Work Costs Budget Sales Start 5 1 2011 End 5 31 2011 New Timesheet iOne CRM Impl NY 2011 05 5 1 2011 5 31 2011 Order iOne CRM Preparation Billing Options and Settings Description amp Notes Settings Salesorder Product Quantity Unit Price Amount Related Senior Consultant 4 50 1300 00 5850 00 gt Activities System Integrator 1 25 1000 00 1250 00 gt Planning Project Manager 1 375 1300 00 1787 50 i Seine Total 8887 50 FE Orders Billing O3 Timesheets Create Invoice gt Controlling Marks all selected elements as billed Process Billing gt Processes Status Reason Processing Level Project
208. s the bare brickwork and subproject 2 interior work Subprojects don t have to be positioned underneath a phase and can instead be positioned directly below a project Work package Work packages represent the second smallest organizational unit within the project structure e g in the bare brickwork subproject work packages can be water installation and heat insulation Work packages can also be used directly underneath projects depending on your project structure e g in small scale projects Milestone A milestone is synonymous with a point in a project that is vital for the progress of the project In the house building project for example work cannot continue until milestone foundations complete has been finished Milestones can be defined at any place and on any level within the project Within these level types dedicated tasks appointments and other activities can be scheduled anywhere for specific dates The only exception is the milestone 6 1 1 Structuring projects Before creating the project elements thoroughly thinking through the fundamental structure of the project and the interrelations of individual phases subprojects and work packages is recommended By doing so you are able to create in just a few steps the sub elements and specify their positions within the project Use the Gantt chart or the WBS to create the project structure as described in Section 5 3 2 6 1 2 Relocating project nodes If you have est
209. section9 5 activity type project entries Travel Costs 2 The value in this field is calculated by the system This field is the sum of the Travel Costs Level and Travel Costs Inherited fields The value therefore represents the sum of all travel costs currently accrued for this and all project nodes underneath Travel Costs Level The value in this field is calculated by the system Displayed in this field are travel costs accrued for the project node being viewed with no nodes underneath Actual Costs Inherited The value in this field is calculated by the system This field displays the travel costs of all project parts beneath the node selected Note Travel Costs contain travel related costs occurring from time entries in travel activities and receipts For more details see 10 5 1 5 2 Total Costs gt The value in this field is calculated by the system This field is the sum of the Costs Level and Costs Inherited fields The value therefore represents the sum of all costs currently accrued for this and all project nodes underneath Costs Level The value in this field is calculated by the system Displayed in this field are the total costs accrued for the project node viewed with no nodes underneath Costs Inherited The value in this field is calculated by the system This field displays the total costs of all project parts beneath the node selected CRM Project Rollup 16 and higher 28 149 CRM Proj
210. sign Refresh Advanced Fast Time ae As Default Dashboard Al Find Entry Dashboard Management Action Query cies i After starting the mask you can create and edit the time entries in three different ways Paul Morrison 1 Using the New button at the top 2 With a stopwatch 3 In the calendar view The entered items will be immediately synchronized with the CRM system and can be used for project reporting and controlling Employee Cockpit Windows Internet Explorer wE Open WB closed Week Month Forward M7 invoiced View Filter Actual Duration Regarding 1 1 30PM 01 00 E June 2 2011 9 00 AM 03 00 iOne CRM Phase Concept Cal iOne Concept preperation June 1 2011 1 1230 05 00 3 Honag Inc Cal Billing and invoicing June 1 2011 00 AM 03 00 E iOne CRM Implementati Gl Organize my project May 31 20 2 00 PM 04 00 iOne CRM Phase Concept Cal One ORM preparation concept May 29 2011 May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 2010 2022 2012 Event properties Title New Appointment Start o 6 2 2011 ii 1230 PM Tl End 6 2 2011 gt opm
211. so required Please refer to Section 16 2 for more information Required for escalation level 2 can be the maintenance of the output assignments in the order and specification of which employee renders which service within this project This is only necessary when Your employees does not have to explicitly specify the service rendered on every entry You have not stored a standard service for one or more employees in the project or One or more employees in this project rendered services within the project that do not correspond to their standard service e g the employee has mover as the standard service and only service driver is rendered in this order Z Microsoft Dynamics CRM Paul Morrison File Project Outputassignment Customize Honag amp re Save amp New d Sharing F mA p i K J gt ES Delete Ja Copy a Link e i r Save Save amp Run Start Run Close E E maila Link Workflow Dialog Report Save Collaborate Process Data Information Ra Project Outputassignment Project Outputas v General ts New i aena Related v General z T Salesorder J iOne CRM Implementation Ta i vi Employee amp Paul Morrison re Processes i Qg Worktiow service GA Project Manager T5 EJ Dialog Sessions Summary For the billing process a search is always performed firstly on a service in the activity directly if none are found a search is performed on an appropriate out
212. soft Dynamics CRM Windows Internet Explorer 10 x 4M Microsoft Dynamics CRM Paal Monis Projects A Ge Start E 41 2011 E3 End 5 11 2012 itis Filter v Hide completed Automatic _ View 7 31 3 e 4 General Title a i Projects ee z Gantt 1 BLI DB CRM Impementation EA Resource Utilization 2 BLI Project Management Implementation gm Team Calendar 3 BAG PS CRM Einf hrung FE Orders Honag intern Server Update USA Wa Timesheets Honag intern Server Update Europe La Accounts E Metro CRM introductie NL ad Contacts E iOne CRM Implementation New York e ee z Gaal d E iOne CRM Phase Analysis Support ji pe iOne CRM Phase Concept Individual iOne CRM Milestone A workplace E iOne CRM Phase Realisation iOne CRM Phase Rollout EE Sales E E ABK CRM Einf hrung Frankfurt E Marketing 14 E iOne CRM Implementation Asia B ABK CRM Implementation Asien Service El Contaso Development International G Projects 17 Metro CRM extensie Z Settings Sy Resource Center The selection can be narrowed down with the time period and other filters z w Start date 3 1 2011 End date 6 11 2012 iis Filter W Hide completed Automatic Mode _ View 7 31 365 2011 Title i Il Il Filter This filter enables filtering using the Internal External projects attribute as well as the projects classification Filter v Activities zj v Hide compl
213. son E E Connections a a A Audit History Priority Nom Scheduled Duration 0O minutes as 4 Processes i Ga Workflows Start Date Fy 12 00 AM m Due Date 5 2 2011 Fi 12 00 AM Dialog Sessions Resource Implemented By Extemal Resource Actual Work MD Service Cal Account Contact re Costs Cost Type y Hourly Rate Financial Assessment Billable Currency Billing to the Billed Work Time Customer MD Work Timesheet approved by Project Manager Activity Costs H Notes Status Reason The costs for entering the service are taken directly from the contact provided they are stored there and are calculated in line with the cost type selected In this case one man day MD also corresponds to the 8 hour default so long as it s not been configured differently under settings Contact Peter Jordan Microsoft Dynamics CRM Windows Internet Explorer A Microsoft Dynamics CRM Paul Morrison Contact Add Customize Honag iJ r g3 Save amp New Sharing E Ind a amp Be om 14 Deactivate FA Copy a Link P Save Save amp Add to Marketing conned Assign _ Run Start Run Close x Delete List al E maila Link Workflow Dialog Report Save Collaborate Process Data Information ES Contact Contacts Ceneri Peter Jordan iiij amp Activities E mail Business Phone Owner Pree peterjordan customer com 1342 49362611 amp Daniel Brown Preferences v Project Manage
214. system This field shows all work in man days for the relevant project part including the project parts underneath Looking at the topmost part of a project this field displays the total work performed so far in the project As soon as a team member completes an activity within this project node or an underneath one the work time specified in the activity is added to the value existing there by CRM Project Actual MD Level The value in this field is calculated by the system Summed up in this field is work which is directly entered for the project node currently being displayed As soon as a team member completes an activity within this project node the work time specified in the activity is added to the value existing there by CRM Project The sum of this field Actual MD Level and field Actual MD inherited gives the value for field Actual MD gt Actual MD inherited The value in this field is calculated by the system This field displays all work in man days for all project parts underneath the current project part The difference of the values in Actual MD gt and Actual MD inherited is the work entered for the project element being viewed this is shown in the Actual MD Level field Actual MD inherited is also automatically updated by CRM Project as soon as activities are entered for project nodes below the project node currently selected MD Projected 3 The value in this field is calculated by the system This fiel
215. t Ea Ge Workflows O 19 000 1 1 2003 Dialog Sessions L 15 000 1 1 1993 L 16 000 4 1 1988 1 3 of 3 0 selected Page 1 2 Now create Tax Values with the relevant Tax Rates e g 7 19 0 and assign them to applicable Tax Keys Add a date from which this key is valid from Commencement Repeat this step for all relevant Tax Keys and Tax Rates In addition a short Additional Invoice Text can be added to the Tax Value This text will then appear on the printed invoice CRM Project Rollup 16 and higher 98 149 CRM Project Tax Value Germany Full 19 01 01 2003 Microsoft Dynamics CRM Windows Internet Explorer J x ai Microsoft Dynamics CRM Paul Morrison Tax Value Customize Honag a j igh Save amp New Fl ka Sharing Follow amp ul z iid Deactivate A Copy a Link 37 Unfollow 3 Save Save amp Assign _ Run Start Run Close Delete al E mail a Link Workflow Dialog Report Save Collaborate Process Data Information i eee o 5 _ one l Tax Value Tax Values vin i Germany Full 19 01 01 2003 eee 4 General 4 Common E E ee b A l a i eck 5 E Audit History Tax Key Germany A Tax Rate 19 000 Commencement 1 1 2003 Processes Additional Invoice E G Workflows i E Dialog Sessions Mame Germany Full 19 01 01 2003 Status Active Note Tax data for Germany can be automatically created through the xRM1 wizards This base data will ad
216. t license Instead one begins directly with selecting basic settings and or base data Default settings and base data optional Page 1 of 3 The wizard can initialize default settings and create base data We recommend this especially for trials Please take note that the default settings are required for the proper use of each xRM1 Business Solution The activation wizard completes this process for you Fi Create default settings recommended for trial This will automatically initialize the configuration of your solutions like number ranges labeling etc Existing settings remain unchanged xRM1 Settings xf Create base data recommended for trial This will automatically create base data like products price lists services etc xRM1 Base Alternatively you can enter the settings manually You can find the settings under CRM gt Settings gt Customize gt Solutions gt The 4th_Module xRM1 gt Configuration For any issues and questions please don t hesitate to contact our support a xRM1 Support ac Next ance its db Then confirm the selected configuration CRM Project Rollup 16 and higher 132 149 CRM Project Configuration Wizard Windows Internet Explorer d B ioj xi ta Finish configuration Step 2 of 3 To finish the configuration of your selected options click on configure now Please note
217. t 24 00 L Senior Consultant Controller 8 00 gt an Idea Types D Absence Administration O Senior Developer Senior Developer 12 00 tal xRM1 License Assignments O System Integrator System Integration 8 00 i 4 xRM1 License Types C Training Training User 8 00 w Rewards E Training Training Systemadministration 8 00 Areas ty Product Area Tax Keys p Tax Keys pS Tax Values Absence Administration 1 Project Journal Workplace Sales Marketing Service Projects Ideas Human Resources 1 11 of 11 0 selected Page 1 Settings E ek oe oe eS es ae na ES a E Note Assigning multiple products to one and the same service is not permitted because otherwise the application logic of CRM Project cannot perform a unique assignment of a rendered service to one product To guarantee this we recommend for a very long list of services and or products the use of a duplicate detection for the Product Service Assignment entity 16 3 Behavior for relationships Because CRM Project is built upon Microsoft Dynamics CRM activities there are influences on the behavior between products and the associated activities on the basis of defined relationships The relationship between all activity types appointment task phone call etc and the CRM Project project entity is set by default in the delivered configuration as follows Assign Cascade None Share Cascade All Unshare Cascade All Reparent Cascade None This setting is a
218. t Honag Germany Area Invoice from Germany NH Other Contacts z a E Ana Customer iOne corporation Inc Area Invoice to Germany E Closed Activities E Connections 4 Audit History Ya Timesheets H Shipping H Addresses 4 Processes Ga Workflows P Notes Dialog Sessions Status 12 1 7 3 Printing invoice including taxes For creating an invoice report go to Run Report and then to Print Invoice on the Ribbon Bar Invoice One CRM Implementation Time amp Material 2011 May Microsoft Dynamics CRM Windows Internet Explorer di Microsoft Dynamics CRM File Invoice Add Customize Save amp New Cancel Invoice Lock Pricing ler Sharing Follow ld kx Bs a EEE B gi Recalculate QE Look Up Address HA Copyalink Unfollow Save Save amp Invoice Connect Assign _ Run Start Close Paid Gil Get Products i E mail a Link Workflow Dialog Save Actions Collaborate Process Run on Current Record La Invoice enera ll ee f ERETI One CRM Implementation Time amp Material 2011 May toed poet tale A a EFESE General A Shipping k Invoice ID inv 01004 H5F5N8 Motes Mame iOne CRM Implementation Time amp Maternal 2011 May Related Customer iOne corporation Inc Ql Currency uf US Dollar Cal 4 Common Price List America Default Price List Fe Products Totals 83 Other Contacts es a Kme Detail Amount 3 687 50 Prices Locked E Ley Closed Activities Invoice Discount 34 Connecti
219. t Projects lt Template gt Implementation 4th module ol Filter gt Activities Completed subnodes Connections Automatic View 7 a 2010 2011 ne December sana _ Februar l ij lt Template gt Implementation 4th module _ ae E FJ lt Template gt Phase Concept 4th module lt Template gt Process Workshops lt Template gt documentation amp lt Template gt organizational changes lt Template gt Milestone concept released E FJ lt Template gt Phase realisation 4th module Il E lt Template gt Subproject Creating ee FI lt Template gt Subproject Planning amp Generating a project from this template with the following setting wo os om OF amp Ww i Select the date which is used for generating the new project 10 31 2011 fis J Use date as start projected Use date as end projected creates the following project ela Projects a iOne CRM Implementation New York cf Filter Activities all Activities Completed Connections v Automatic View 7 E a Tile Start End ot projected projected May pe m 1B E iOne CRM Implementation New York 5 9 2011 8 19 2011 _ ee SS SE SS g 2 E iOne CRM Implementation New York 5 2 2011 5 3 2011 E o 3 E Arrival iOne CRM review 5 2 2011 5 2 2011 e O 4 iOne CRM review Rental Car 5 2 2011 5 2 2011 ft 5 Departure i
220. t Rollup 16 and higher 35 149 CRM Project Note Please remember that removing a project node also irreversibly deletes all project nodes below and all related activities and information If you only want to delete a single project node and preserve the structure underneath we recommend relocating the lower level nodes beforehand Please refer to section 6 1 2 for more information 5 3 2 Gantt In addition to the functions of the Work Breakdown Structure the Gantt link provides a Gantt chart with other functions for project creation and organization Tip General information on viewing projects within a Gantt chart is available in the relevant project management literature Project Proied v iOne CRM Implementation New York J Filter v Activities v Completed Connections v Automatic _ View 7 90 365 a 2011 Title May June July 1 E iOne CRM Implementation New York 2 E F iOne CRM Phase Analysis 3 ione CRM Analysis Processes 4 ione CRM Analysis Infrastructure 5 FJ iOne CRM Phase Concept 6 7 8 9 iOne CRM Milestone _ iOne CRM Phase Realisation ll iOne CRM Infrastructure Adapt E E iOne CRM Integration amp Interfaces 10 iOne CRM Customizing amp 11 F iOne CRM Phase Rollout 5 3 3 View 5 3 3 1 Symbols The following symbols are available for project nodes with the following settings for the level Project Program Phase Un
221. t nodes within the Work Breakdown Structure or Gantt chart The tick is set by default and all project nodes already complete are hidden from view for the sake of clarity Unchecking the option shows the project nodes completed 5 3 1 5 Automatic Mode Automatic mode makes available various automations that simplify and accelerate scheduling with the Gantt chart Please refer to Section 5 3 4 4for more details Tip You can also show the Gantt function in the WBS by using the mouse to drag the vertical divider from the right hand border to the left 5 3 1 6 View View is used to increase or decrease the scale of the time line in the Gantt chart Please refer to Section 5 3 2for more details 5 3 1 7 Columns of the Work Breakdown Structure Start End MD Projected MD projected projected projected Level inherited MD Projected Actual MD MD Sold Level Classification Title Duration Predecessors Level Owner Status Code Line number Automatic numbering of lines shown Clicking a line number opens the selected element in a new window Title Represents the internal title of the relevant project node or the title of the relevant activity travel or receipt Start projected and End projected The projected start and end dates of the relevant element For activity types relating only to a day such as tasks the due date is displayed in both the start and end date Duration The duration in calendar days is
222. t other objects contacts accounts etc within Microsoft CRM Thus example g individually defined roles can be used to classify and store all the contacts of customers and or project partners Additional connections to classify your customers and or partner contacts can be created in the Connection Roles area under Business Management in Microsoft CRM Settings 441 Microsoft Dynamics CRM Paul Morison Home Honag Settings fay Be ng R Connection Roles All Active Connection Roles v Search for records 0 4 Business ee So new amp 2 X Q Run Workflow Fj Start Dialog More Actions Use Business Management 7 x M Name Connection Role Category Status z e Templates i Product Catalog Bk Supplier Active gt System C Sg Managing Director Business Active Customization C Sg Project Manager Business Active C Sg Former Employee Business Active gt Process Center C Sg Employer Business Active Extensions q I S8 Partner Business Active A Workplace MC Se Former Employer Business Active MC Se Stakeholder Business Active Sales MC Se Colleague Business Active pa LQ Marketing C Sg Referral Business Active f Service MC So Employee Business Active a C So Referred by Business Active Projects 7 M EG Child Family Active m Settings 1 22 of 22 0 selected 4 Pagei 4 Resource Center Al ABCDEFGHIJSKLMNOPQRSTUVWX YZ 4 100 More information on connection roles a
223. t settings of the Automatic Mode In addition all elements in the Gantt or structure plan from small tasks to all parts of the project are arranged using drag and drop this enables a new arrangement within the structure More information on this topic can be reviewed in Section 6 1 2 5 3 5 Planning table The planning table is used to assign resources to the scheduled nodes within the project This means assignment is possible up to the Work Package detailing level The CRM activities are available within the project nodes for more detailed planning Project Projects v iOne CRM Implementation New York Header Legend Title el _ oni et Work Assigned James Collins Paul Morrison Steven Clark M 1 iOne CRM Implementation New York 5 9 2011 8 19 2011 1 25 10 00 10 00 f 8 00 2 E iOne CRM Phase Analysis 5 9 2011 5 27 2011 0 00 2 00 2 00 f 3 iOne CRM Analysis Processes 5 9 2011 5 13 2011 4 50 6 00 6 00 f 6 00 4 iOne CRM Analysis Infrastructure 5 17 2011 5 27 2011 1 25 2 00 2 00 f 5 iOne CRM Phase Concept 5 30 2011 6 10 2011 8 25 22 00 22 00 f 6 00 8 00 8 00 6 iOne CRM Milestone 6 11 2011 6 11 2011 0 00 0 00 0 00 7 E iOne CRM Phase Realisation 6 13 2011 7 8 2011 0 00 2 00 2 00 f 8 iOne CRM Infrastructure Adapt 6 20 2011 7 1 2011 0 00 6 00 6 00 4 9 iOne CRM Integration amp Interfaces 7 4 2011 7 8 2011 0 00 4 00 4 00 f 10 iOne CRM Customizing amp Development 7 4 2011 7 12 2011 0 00 7 00 7
224. t simplify and accelerate scheduling with the Gantt chart Behavior with Automatic Mode enabled and disabled is explained below for improved understanding Note The effects described below only pertain to project nodes whose start and end dates are not marked as Fixed Dates Fixed elements are not moved or aligned with Automatic Mode 5 3 4 4 1 Changes of higher level and lower level elements with Automatic Mode disabled Inner limitations for higher level nodes If a node to be moved or changed has lower level elements the higher level nodes can only be moved within the time range of the lower level elements It is not possible to set a Start date later or an End date earlier than defined by the lower level nodes Outer limitation for lower level elements Start and End dates of a bar or bracket can only be moved within the time period of the enclosing brackets higher level project node This also applies to changes in the table on the left hand side of the Gantt view 5 3 4 4 2 Changes of higher level and lower level elements with Automatic Mode enabled Automatic alignment of higher level project nodes The consequence of moving or changing a date value of a lower level node is that the higher level nodes are automatically given the Start date of the earliest or the End date of the latest lower level node Automatic alignment of lower level project nodes Moving a higher level node has the following effect on lower level elements
225. ted as described above see section 12 1 7 1 the corresponding data and tax calculation for the invoice will be determined and done almost automatically You can create an invoice from scratch from an order or by using the CRM Project Billing functionality When creating an invoice from scratch ensure that you have added the Invoice Products and the account When creating an invoice out of an order or project this data will be inherited and filled out CRM Project Rollup 16 and higher 102 149 CRM Project Invoice i 0ne CRM Implementation Time amp Material 2011 May Microsoft Dynamics CRM Windows Internet Explorer ai Microsoft Dynamics CRM File Invoice Add Customize Honag e LJ 3 aes a New 3 Eik Cancel Invoice g Lock Pricing T fom Sharing Follow amp s i Recalculate E Look Up Address HA Copyalink Unfollow Save Save amp Invoice Connect Assign _ Run Start Run Close Paid a Get Products a E mail a Link Workflow Dialog Report Save Actions Collaborate Process Data pores ee ihe x t Serene iOne CRM Implementation Time amp Material 2011 May l _ Erni ET H x 4 Project Management Addresses Shipping Customer Order Contract One 3543 from April 2011 Motes Reference Invoice Date 5 31 2014 av Display purchase C Yes No Related order reference eee N Poan Period m Performance Period 5 34 2044 F y 7 Common Start End Products Fe ee eee F Invoicing Accoun
226. ted as the receipt type Receipts are bound to the travel once deactivated CRM Project Rollup 16 and higher 75 149 CRM Project Note For most receipts the Net Amount field is used as the starting field for calculating cost However the company car is an exception Costs for the company car are taken from Costs per unit in the facility equipment selected and multiplied by the value in the Distance traveled field Tip Alternatively receipts can also be entered centrally e g by the back office To do this display the receipts at the required places within the pane This enables those responsible to enter all receipts and to directly assign those employees in question such as for further classification or assignment to travel or a project 10 3 Travel settings Various settings need to be configured to settle travel expenses Please refer to Section 15 1 for more information 10 4 Settlement of travel expenses vis a vis the customer The settlement of travel expenses is described in Section 12 1 6 10 5 Settlement of employee travel receipts The CRM Project Employee Expense Report is available to employees to claim costs incurred during travel time This lists all the receipts of costs incurred by employees themselves within the time period selected CRM Project Rollup 16 and higher 76 149 CRM Project 11 Project controlling The controlling and analysis of projects are possible at all times Inter linke
227. that this might take several minutes For any issues and questions please don t hesitate to contact our xRM1 Back Finish Cancel support Oemoer as After the configuration is complete the following window will appear Configuration Wizard Windows Internet Explorer oOj x ta Finish configuration Step 3 of 3 Configuration completed For any issues and questions please don t hesitate to contact our xRM1 Support Close 15 5 License management For xRM1 Business Solutions every user requires a valid license Once the license is assigned the user is assigned to the appropriate security roles according to the following table This can be also set manually within the CRM user CRM Project CRM Project CRM CRM Project Standard Standard CRM Project Project Security Role Employee Billing and Resource Professional TE Enterprise Invoicing Management CRM Project Tax and Product x 15 6 Rights and Roles concept CRM Project uses the standard rights and roles concept of Microsoft CRM The settings in the roles are used as basic settings and can be configured further to the specific requirements of your organization Please refer to the Microsoft CRM standard customization documentation for detailed information on configuring security roles CRM Project Rollup 16 and higher 133 149 CRM Project Security Roles All Roles Microsoft Dynamics CRM Win
228. the column to the right of Work assigned A yellow triangle with an exclamation mark denotes that the value scheduled has been exceeded At the lower end of the list of project nodes an additional line ahows the scheduled sums over all employees The employees services or business unit scheduled for every project node including work volumes scheduled are stored under the relevant project node as team members Note The planning component only includes future usage If you are planning projects or single project nodes that are partially or completely in the past schedule the entire work volume of these project parts from today until the end of the time period scheduled The work volume already rendered is subtracted In the most extreme case however the scheduled project time period is completely in the past Here the planning table sets all of the work still to be rendered to today s date because the services are overdue CRM Project Rollup 16 and higher 47 149 CRM Project Tip The scheduled resources are only stored within the project as assigned when at least one scheduling has been entered on an arbitrary project level Otherwise the resource no longer exists as a resource when re opening the project plan but can be selected at any time via the list of resources Note Only those employees or Business Units set for Activated for planning in the User Business Unit settings are displayed in the list of available resource
229. tions can be adjusted under Settings gt Solutions gt xRM1 CRM Project Rollup 16 and higher 118 149 CRM Project Solutions All Solutions Microsoft Dynamics CRM Windows Internet Explorer AM Microsoft Dynamics CRM i iaaa _file Home r alejar lem V E Settings AS solutions All Solutions Search for records p 3 New X Delete Import DA Export J Import Translations Export Translations Publish All Customizations gt System ay Get Solutions from Marketplace More Actions 4 Customization __E Customizations D Dynamics Marketplace gt Process Center Name Display Name Version Installed On Package Type Publisher Description A gf xRM1 xRM Rollup 9 5 3 9023 0000 5 3 2011 Managed xRM1 Business Solutions xRM1 Business Solutions is a trademark of itara gt Extensions 4 Workplace EE Sales gt Marketing 1 6 of 6 0 selected Iq 4 Pagel gt Ao F A B 86 ID LE CP OG A TUTE ULE a UM OA ee O R OGlTURSS T OO OW A TORU By selecting the solution field you will be automatically taken to the settings page Note You require the CRM Project Administrator to adjust the settings Solution xRM1 Rollup 9 Microsoft Dynamics CRM Windows Internet Explorer Help Solution xRM1 Rollup 9 F 3 Information Configuration Information Configuration of xRM1 H Components p TE Entities EH Option Sets gt
230. travels 300 00 27 50 327 50 All values are in US Dollar 6 8 2011 9 17 PM Prepared By Paul Morrison Seite 1 von 1 px i00 CRM Project Rollup 16 and higher 87 149 CRM Project 11 9 2 3 Time reported vs billed Use this report to track hours scheduled for all project related activities for each employee per month The report differentiates between reported hours all activities marked as completed and billed hours An activity is considered as billed once the Process Billing button in the billing function has been activated E Report Viewer Time reported versus billed Windows Internet Explorer e Help Select employee Paul Morrison hd id 4 1 ofi gt Di G 100 X Find Next WA gh Time reported versus billed ties Task Appointment Service E Mail Letter Fax and Telephone Paul Morrison Project Manager Telephone E Mail Paul Momson honag com Manage Ethan Carte te New Y Business Unit Honag U T Work hours per month annual overview 2011 40 Reported E Billed 30 a 20 A 10 0 1 2 3 lt 5 6 7 3 3 10 11 12 Effective 6 2 2011 11 29 26 AM Prepared by Paul Morrison 11 9 3 Reports from the report package January February March April May June July A saren re August September October November December Total reported h View Report 21 00 0 00 0 00 Page 1 of 1 100 v In addition to the normal product sco
231. ty Status Open 100 v For CRM Project it is important that the Regarding field contains the project node to which you would like to assign the service For this project node entering the activity increases both completion time and cost The Duration CRM Project Rollup 16 and higher 56 149 _ CRM Project required to complete the activity is used by CRM Project as the basis for entering the work volume To enter the activity in the project select Mark Complete to save the activity and at the same time to enter it for the project Note For activity types Task Phone call Letter and Fax the project member who carried out the activity or under whom the activity is to be entered for the project must be entered as owner Tip If you are simply planning an activity to carry it out or complete in the future i e the information and values in the activity can still be changed select Save amp Close to close the activity You can open the activity again at a later time to modify it and then Mark Complete to enter it for the project Note CRM Project does not support entries for activities of type Task Phone call Fax or Letter that contain more than 8 hours or one man day of work If you want to enter these activities types for more than 8 hours on one day it is necessary to create multiple activities You can of course also create an activity directly from a project node and enter it Open the project node in which you carried out
232. ubprojects milestones and work packages can be defined and organized individually All data available in your CRM system can be used for project management 2 1 Creating a project Begin by starting Microsoft CRM It is up to you whether you use the Outlook Client or Web client for access CRM Project works with all interfaces Several CRM Project functions are also available to you via Microsoft CRM mobile clients and on your smartphone In the main menu click Projects and then New 2 2 Project information Complete the fields which you consider as important Entering information can be optional or mandatory depending on complexity and method Depending on the project type you can decide whether or not you have information such as sold man days MD Sold or classified risk pick list Risk available at all or if they are stored in the project The only mandatory fields are the Project Manager the Account for which the project is being run and the internal project title 2 3 Distinction between internal and external projects The account for which the project is being run is used by CRM Project to differentiate between internal and external projects Additionally create relevant accounts in Microsoft CRM for all your own and associated companies and cooperation partners Own Business enables you to define for every account individually whether it is a business within your own organization or not By default it is always
233. uired for resource planning that the fields Remaining leave Annual leave and the HR Manager in the Leave Management area as well as the manager in the General area are correctly filled For users only rendering mainly one service this service should be defined as the default service for the user CRM Project Rollup 16 and higher 138 149 CRM Project 16 2 Connection of services and products As the 4th module CRM Project is always based on the standards on Microsoft CRM Services in Microsoft CRM define the work entered by employees CRM Project uses this methodology In addition to a default service the service which an employee renders can be defined within an order belonging to the project Even the selection of the service for every activity is possible For orders assigned to projects the 4th module uses the full default functionality of the 1st Module Sales which mainly contains products price lists orders etc Microsoft CRM Module 1 Sales Currency Customer Price List Product Order Price List Product Element CRM Project Rollup 16 and higher Microsoft CRM Module 3 Service Activities Service 139 149 CRM Project To be able to create an invoice a connection needs to be established between the services and the products to specify which service with which product or price in the order in question is used to invoice the customer Microsoft CRM Module 1 Microsoft CRM Mod
234. ule 4 Microsoft CRM Module 3 Sales Projects Service Timesheet Activities Project SeeocG6 VuNe Invoice J I This connection is provided by entity Product Service Assignment It enables the unique assignment of one service to one product and also multiple services to one product for example when in your organization the product Programming is sold to customers but you work with services Programming Java Programming PHP and Programming C for accurate internal planning Product Service Assignment Project Manager Project Manager 16 Microsoft Dynamics CRM Windows Internet Explorer 5 Oo x ii Microsoft Dynamics CRM Paul Morrison File Product Service Assignment Customize Honag amp Save amp New Sharing Follow Emil al ail Deactivate WA Copyalink amp Unfollow ine Save Save amp i Ruin Start Run Close X Delete ia E mail a Link Workfiow Dialog Report Save Collaborate Process Data Information ee E irre er E Product Service Assignment Product Service Assignments P General Project Manager Project Manager 16 Related so 4 General 4 Common neama T D pf i 4 Processes Service a Project Manager A Workflows Ci SEU Capacity h day 30 00 Responsible al el Dialog Sessions Status Reason Active Thus for all services used that you wish to invoice in customer projects create a product in the product list and assign to the product relevant
235. um MD Projected Z CRM Project Rollup 16 and higher 84 149 CRM Project 11 9 2 CRM Project Standard Reports These reports are located in the Workplace of the employee under Reports The online capabilities of Fetch XML reports allow these reports to be delivered with the xRM1 Solution They are available both online and on premise 11 9 2 1 Employee Activity Overview Employee Activity Overview report represents entered times for all relevant record types projects tickets accounts and opportunities etc Use this report to monitor and control the hours scheduled for all activity types for one or multiple employee s for a selected period of time The first page displays a time sheet table the following pages provide information concerning details of the reported records A depiction of the differentiation by activity types is displayed below Report Viewer Employee Activity Overview Windows Internet Explorer E Oj x Help File stat 5 30 2011 S End 6 27 2011 BE eras Employee Paul Morrison Show activities with Duration 0 7 O True False amanaia id 4 ft of2 d fios AI Find Next Whe i Employee Activity Overview Activities like Task Appointment E Mail Letter Fax Phonecall Paul Morrison from 30 5 2011 ti 2 6 2011 MMB Task Phonecall BE Appointment work h 0 30 05 2011 30 05 2011 31 05 2011 31 05 2011 01 06 2011 01 06 2011 0
236. un Start Run Calculate Calculate and Template Export To Close E mail a Link Workflow Dialog Report complete Project Save Collaborate Process Data Projects Project Manager pi Proiect General e v rt New Duration Work Vv Costs Budget 4 General Pa Sales External Information Revenue Description amp Notes Title Customer Customer A Progress auto Settings Internal Information Related Title internal Ident Number Status Reason Planning 4 Activities Owner Q Paul Morrison A Level Project Billing y 3 Activities 3 ae al i Parent Project A Priority N Risk LO Closed Activities Part D 43 Documents Division Q Classification y Code g Travels Project Goals 4 Duration Receipts a Cases i Real Start Fiw Last Activity i Fixed Date O Yes No gt Planning sarme oo gt Settlement Start projected Ea End projected Fax gt Controlling P gt Work gt Processes gt Costs v Status Reason Planning Leve 5 1 1 Project fg Budget Budget Cast System Charts Project history iOne CRM Implementation New York Avg Progress auto fyg Progress manual Projects a AE ig Cost Active Project Journal 10 000 00 3000 00 000 00 700000 6000 00 5000 00 4000 00 3 000 00 2000 00 1 000 00 000 4 Avg Progress manual 3 00 0 00 Avg Progress auto The charts in the upper area of the
237. urity Roles Save and Close EN Redo i Footer g Show Dependencies Save Change Remove Form Preview L Publish Properties Navigation Properties 5 Managed Properties Save Edit Select Form i Solution Default Soluti lt 4 Employee Cockpit g 5 g m i Employee Cockpit Form XRM1 Employee Cockpit General 4 Common Header i 4 10 dx3 p l4 The three Ribbon Grid and Calendar areas are now displayed They correspond to the relevant areas in the Employee Cockpit You can replace or remove the elements by using standard CRM customizing functions To change the size of an area click on the applicable element go to the tab Formatting and then to Row Layout Change the amount of rows and as a result the size of the element will also increase or decrease CRM Project Rollup 16 and higher 143 149 CRM Project Field Properties Modify this field s properties Display Formatting l Details Events Layout Select the number of columns the control occupies a __ One column _ Two columns Pa _ Three columns fon Four columns Row Layout Select the number of rows the control occupies Number of Rows 7 Autom atically expand to use available space http fcrm 5555 CRM Tool Gy Local intranet Protected Mode Off E 16 5 2 Add new elements You can also add additional elements
238. values for added man days projected budgets or added costs may be displayed F TETEE LE Calculate Calculate and Template Eep Run Start Run port To Workflow Dialog Reporte complete Project Process Data k Projects Calculate ientation New York Calculate The Calculate function in the menu of every project can be used to correct the values Open the project to be calculated In the menu bar click Calculate Confirm the dialog with the Start button The project is calculated a wait message is displayed gt teot Operation Recalculating projects Please wait while processing A relevant message is displayed once the calculation has finished he Calculating completed _ CRM Project Rollup 16 and higher 45 149 CRM Project Close the Calculate window and the project Re open the project to display all the newly calculated information in the project forms 6 4 Budgeting Budget Budget M Budget Level ec Budget Inherited Ef Budget Personnel 6LDLSFt CSQ Budget Personnel e o l Budget Personnel E Cost Cost Level Cost Inherited Total Budget 2 Total Budget Level Total Budget Inherited CRM Project provides two ways of working with budgets Allocation of budgets for all costs in the project node as a total personnel costs external costs material costs etc Splitting of the budget per project node int
239. ve Collaborate Process Data Information J Account Accounts F General Honag Hawalli Contacts Primary Contact Main Phone Owner Notes amp Activities g Peter Maurer Details Preferences Project Management v Project Management Own Business G Yes C No So if in the project you select in lookup field Account a business for which Own Business is set to Yes CRM Project classifies this project as an internal project For accounts for which it is set to No the project is an external project 16 5 Customizing Employee Cockpit Mask The Employee Cockpit mask can be customized according to your individual needs The following adjustments can be done through standard Microsoft customizing tools e Grids and views can be modified e New elements iFrames can be added e Columns in the table grid can be added removed or rearranged Please be aware that the appropriate security role is required System Administrator or System Customizer 16 5 1 Modifying grids and views To customize the Employee Cockpit grids and views go to Setting gt Customizations gt Customize the System Find the xRM1 Employee Cockpit entity and click on the Employee Cockpit form CRM Project Rollup 16 and higher 142 149 CRM Project Form xRM1 Employee Cockpit Windows Internet Explorer igli oat Microsoft Dynamics CRM Paul Morrison Home Insert Honaga A Save As Undo T Header Assign Sec
240. voiced revenue calculated through billed activities work and prices of the order products for the current project node not including nodes underneath Revenue invoiced Inherited The value in this field is calculated by the system This field contains the amount of invoiced revenue calculated through billed activities work and prices of the order products for all project nodes lying below the selected node Note The value in this field is not updated automatically This field is only updated when the project is recalculated The Calculate function is available for this on the ribbon bar for every project 5 1 9 Description amp Notes 5 1 9 1 Description This text field can be used for descriptions of project content task and goal pursued 5 1 9 2 Notes This area can be used for standard Microsoft CRM notes Notes can also be used for keeping documents and attachments Tip For keeping documents within the project we recommend using document management integration of Microsoft CRM with Microsoft Sharepoint 5 1 10 Settings a Settings Automation amp Controlling Inherit Yes No Calculate Yes No Consider HR Budget Yes No responsibility 7 Progress automatically Forecast Last manually Last journal entry Calculation by Activities calculated on created on Monetarily by Planning Table Currency uae US Dollar Es Further Entities Opportunity Lol 5 1 10 1 Automation amp Controlling
241. w York Effective 6 2 2011 12 05 58 PM Frojektnode iOne CRM Phase Concept iOne CRM Phase Concept iOne CRM Phase Concept Paul Morrison a os Find net why amp e Consulting for BLI Total 5 23 2011 Consulting for BLI Total 5 24 2011 Documentation of BLI work Perparation project starting next week Total 5 27 2011 iOne planning concept Total 5 30 2011 iOne CRM define concept iOne CRM preparation concept Total 5 31 2011 Total 5 16 2011 till 5 31 2014 Work intern h Work extern h 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 2 00 2 00 0 00 0 00 0 00 0 00 0 00 2 00 0 00 0 00 0 00 0 00 0 00 8 00 6 00 8 00 6 00 0 00 0 00 4 00 0 00 4 00 8 00 8 00 0 50 4 00 4 50 32 50 Help Total h 0 00 0 00 0 00 0 00 0 00 8 00 8 00 8 00 8 00 8 00 8 00 4 00 2 00 6 00 8 00 8 00 0 50 4 00 4 50 50 50 Page 2 of CRM Project Rollup 16 and higher 91 149 CRM Project 11 9 3 3 Forecast Utilization The report summary provides a preview of the future utilization categorized on a monthly basis The respective projects planning data are presented in graphical and tabular form Report Viewer Forecast Utilization Windows Internet Explorer Select Business Unit and Employees Honag Austria AG Honag Canada cla E id 4 fi of2 gt di 100 Find Next WA 4 eh Forecast Utilization Forecast of man days that have to be delivered f
242. we recommend that you familiarize yourself with these topics beforehand as this will help you work more efficiently and sensibly with CRM Project Note The 4th module for project management is built upon all Microsoft CRM standards particularly in regards to forms views and rights and roles Should you find that information elements or functions are not as they appear in the document please ensure that the CRM user you are using has the required rights and that the required basic settings are in the system 0 2 Up front information You should have the following information available before planning a project in CRM Project The name of the project How much time in man days and money is to be invested How much project structure you require so as not to lose track The project manager The sponsor customer internal etc When is the project being run We wish you success and good projects your xRM1 team 0 3 How much structure makes sense Below are some tips on project structuring and resource planning from CRM Project team experts 0 3 1 Project detailing The Microsoft CRM Project Management module enables you to freely define the project structure scope This is why we would like at this point to give you some advice concerning the question Which scope makes sense for which project Risk projects For high risk projects it makes sense to apply a very detailed project structure especially in those areas
243. when there is a time entry Additionally the Last Activity date field is updated for the entire project tree after every entry The project progress in is also updated automatically after every entry depending on the setting for the relevant project node All Revenue fields are also updated automatically except for the Revenue invoiced field These fields are only updated when a project is recalculated The Calculate function is available for this in the ribbon bar for every project CRM Project Rollup 16 and higher 14 149 CRM Project 3 Using project templates In addition to creating projects manually from the Work Breakdown Structure and Gantt chart CRM Project provides the ability to create and store project templates and to use these to create new projects The Templates function is available on the menu bar in every project File Project Add Customize Save amp New cn Ao il Sharing mil E Es Ea L pl a iz ia F ul B Er a i a Tai ig Deactivate ne aj Copy a Link Geb i J q Save Save amp Connect Assign Run Start Run Calculate Calculate and Te Close x Delete al E maila Link Workflow Dialog Report close Save Collaborate Process Data Projects The Template function is available for users with CRM Project Enterprise and CRM Project Professional rights Only users with this role can set projects to the active state Template in Progress as well as use the template
244. which may result in a high level of risk Repeat projects Lowest structure scope small structure is more beneficial in this instance as the project managers may feel confined otherwise Large scale projects Large scale projects generally require a higher structure scope Think about how often project areas sub projects work packages etc change or will potentially change Every change must be managed You have to ask yourself How much time exactly do I have for this Clarify beforehand any questions you may have to answer during the project and after completion If you can answer all these questions you don t need any more detail 0 3 2 Resource planning Here are a few more tips on resource planning particularly in regards to organization wide issues 1 Initially plan your projects with a few project nodes at most the project and an additional level underneath ideally only a single node i e The project 2 Assign this skeletal project structure the required resources in accordance with your preferences required cost effective available congenial resources etc 3 Have the project approved by your supervisor if required 4 Incorporate approval changes when required Planning a minimally detailed level beforehand means it should be easier to apply changes then when having planned too much detail 5 Implement more detail afterwards a Structure the project with more depth and in more detail b Reassign
245. wn structure and select the Export to Project function in that project node CRM Project exports only the project structure that lies underneath that project node CRM Project Rollup 16 and higher 22 149 CRM Project 5 All about the project The 4th module enables the same information to be entered and managed on every level within a project Thus projects can be nested The Level allows each project node type to be specified Subproject phase work package etc The benefit Projects of any size depth or width can be structured The diagram below illustrates how individual project nodes can be arranged in relation to each other Project Node Project Node Project Node Subproject Project Node Subproject Project Node Project Node Subproject Project Node Work Package Project Node Work Package Project Node Work Package Project Node Work Package Individual levels within a project are labeled consecutively as project nodes A lot of information within the project structure is automatically passed from the top main node to the project nodes beneath e g assigned account Other information such as man days entered or costs accrued is automatically passed on by lower project nodes to nodes above and tallied in the process where appropriate 5 1 Project information Below is an overview of project information which is stored in the system They depend on the r
246. y you can enter the settings manually You can find the settings under CRM gt Settings gt Customize gt Solutions gt The 4th_Module xRM1 gt Configuration For any issues and questions please don t hesitate to contact our support oe Nex m xRM1 Support a Next mee 100 We recommend applying the default settings in the instance you are running a test version or when you would like to quickly and productively start your xRM1 business solution For advanced use additional configuration are recommended The following data will be created Hours per Man Day h Select the number of work hours per work day of a full time employee Number of recently used regarding 5 Specify how many recetly used items to list in the entities Fast Time Entry How long Time Entry can be edited The length of time in which corrections can be 24 i h made to Fast Time Entries Current project number 0000001 Number sequence for automatic project numbering Project number prefix O Ro Prefix for automatic project numbering Travel time travel expenses added to This setting specifies whether associated trips the project Active travel times and related travel expenses should be added to a project or not Current travel number 0000001 Number sequence for automatic travel numbering Travel number prefix Prefix for automatic travel numbering Current receipt number 0000001 Number sequence for automatic receipt numbering Receipt number prefix
247. y Amount Project Manager The Start and End dates are relevant for the positioning of the usage within the chronological sequence of the project The resource costs are taken automatically from the relevant equipment if they are stored there Also the number of units used and the frequency of usage within the time period selected must be specified Ei Facility Equipment Beamer Information Information v Project Management M General C pp Costs Expense per Unit 560 00 Currency US Dollar A Related The amount billed to the customer can be assigned by the relevant user or the Project Manager As with all activity types described above it is also important for resource usage that field Regarding contains the project node to which the service is to be assigned Select Mark Complete to enter the resource for the project 9 6 Using materials Activity type Material usage is available to document the use of materials and the effect on material costs and revenue Materials from the product list are accessed here EN Material Usage Material Usaq New v General Subject Flipchart paper as material usage for iOne Project Owner g Paul Morrison Te Regarding iOne CRM Implementation New York re Priority Normal v Product CP Flipchart paper Fe Start Date 6 2 2011 F 12 00 AM m Due Date 6 2 2011 EB 12 00 AM v Costs Costs per unit Units 3 00000 Costs Total Billable 5150 00 Currency wf us o HA Billing to the Billed m
248. y available holiday remaining Please set the amount of days for Annual leave of every employee in the user mask see section 16 for more details 8 1 2 2 5 Remaining days of vacation expired Remaining days of vacation expired is used for every employee individually to deduct unused vacation from the vacation days allotted This process must be done by the HR department for every employee The function automatically reduces the remaining vacation days for that user CRM Project Rollup 16 and higher 51 149 CRM Project 8 1 3 Capacities for services For planning the usage of services or service types capacities for available services are set in the Product Service Assignment area under the Settings gt Extensions menu Product Service Assignments Active Product Service Assignments Microsoft Dynamics CRM Windows Internet Explorer mfe x i Microsoft Dynamics CRM Eion Product Service Assignments View Charts Customize Honag fy Settings fh B Product Service Assignments Active Product Service Assignments 7 Search for records p i T li Fu lt a E Product a Service Capacity h day KI e C Executive Consultant Executive Consultant 8 00 FT em C Junior Consultant Junior Consultant 8 00 jml Customization A O Project Assistance Project Assistance 16 00 Process Center M E Project Manager Project Manager 30 00 a ensions or a O Project Manager HR Manager 8 00 lt C t j z CEE ae C Se
249. yee _ Idea Management Professional Time Tracking _ Time Tracking Employee x Time Tracking Professional For any issues and questions please don t hesitate to contact our xEM1 Support Back Next Cancel Please keep in mind that the license types CRM Project Employee Idea Management Employee and Time Tracking Employee can t be used independently during the trial time These license types must be used in correlation with other appropriate business solution license types In the next step you have the option to create default settings and base data Please select the applicable boxes CRM Project Rollup 16 and higher 125 149 CRM Project E Configuration Wizard Windows Internet Explorer O x Default settings and base data optional Page 1 of 3 The wizard can initialize default settings and create base data We recommend this especially for trials Please take note that the default settings are required for the proper use of each xRM1 Business Solution The activation wizard completes this process for you lw Create default settings recommended for trial This will automatically initialize the configuration of your solutions like number ranges labeling etc Existing settings remain unchanged xRM1 Settings Wx Create base data recommended for trial This will automatically create base data like products price lists services etc xRM1 Base Alternativel

Download Pdf Manuals

image

Related Search

Related Contents

User Manual  Data sheet manuale  INDE:II Service Manual  Gigaset AP180/AP185  MANUEL D`UTILISATION  manual - Kymco  YRP88取扱説明書  

Copyright © All rights reserved.
Failed to retrieve file