Many people know that CRM stands for customer relationship management, but Microsoft Dynamics CRM can actually do so much more than that. Microsoft has developed CRM in such a way that, with the help of add on ISVs, it can be tweaked to fit almost any application in any industry. One such industry to benefit from this has been the Architecture, Engineering and Construction industry, where as a Microsoft ISV, we have been implementing
Outlook Integration
Excel Import
One of the battles many companies come up against when changing to a new project management software solution is that many project managers just can’t let go of their spreadsheets. Excel spreadsheets have been an important tool in project management for many years, but can also result in a fragmented and disorganized project team as they are often not easily shared between team members. The
Customizable lists, dashboards, and workflows
Finally, Microsoft CRM’s customization options mean the software can be tweaked to fit almost any industry. This means CRM is by no means confined only to CRM functions. The customizable lists and dashboards introduced in CRM 2011 work incredibly well in a project management sense, where someone overseeing a project can see, at a glance, all the information they choose about the project. This way they can easily see RFI’s that haven’t been answered, where the budget may be off track or whether the schedule is lagging behind.
These three main features of Microsoft Dynamics CRM prove that CRM is not just about managing customer relationships; it can also be adapted to many different environments and become something more. To find out more about how your project management needs can benefit from a CRM based project management solution, please contact
By Reef Fielding, IPM Global: the creators of IPM –