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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Miree Le Roy, IPM Global

Why is Microsoft Dynamics CRM the Best Platform for a Project Management Tool?

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The promise of Microsoft Dynamics CRM goes beyond sales and marketing. It’s a well-knit platform upon which our project management software is built. If you’re in the business of managing projects, consider it as a must-have feature, not a nice-to-have add-on. Recently, it caused a sensation when Kirill Tatarinov, president of Microsoft Business Solutions (MBS), revealed that Microsoft Dynamics CRM suite is now worth over a billion dollars. It’s “one of the fastest growing products in Microsoft’s history,” Tatarinov said, and its “31 quarters of double-digit growth” is enough proof of the product’s solid performance.

 Microsoft Dynamics CRM is an already popular platform ripe for industry adoption, but the proof of the pudding is in the eating. It simply works for those who are using it.

 

Why IPM is Built on the Microsoft Dynamics CRM Platform

 

We can talk about other tools that have seamlessly integrated with the platform, but we can only vouch for own product. IPM is built on top of Microsoft’s platform, which means users have access to top-of-the-line features like:

 

* ability to create custom workflows and activities

* real-time dashboards that offer advanced business intelligence

* tight integration with commonly used tools like Outlook, SharePoint and Microsoft Dynamics NAV

* personalized workspace and display forms based on user roles

* “solutions” or ability to save and share customizations

* cloud-based development and deployment

 

Why Project Managers Need Microsoft Dynamics CRM

 

What makes Microsoft Dynamics CRM a dependable platform is that it helps rather than restricts project managers from carrying out a slew of important tasks. Unlike outdated CRM tools, it won’t limit you to contact lists and sales leads. Here’s what to expect from Microsoft’s own suite:

 

1. Establish clear roles and manage relationships.

 Managing projects and managing people are closely interrelated. With a good CRM tool, you can update with everyone on the go and even encourage feedback. Such a tool enables you to form and nurture professional relationships that guarantee the success of your project.

 

2. Finish on time by managing tasks and roles.

 With increasing workloads and deadlines, it only makes sense to work with a CRM that automatically highlights activities that are due soon or overdue. Microsoft Dynamics CRM also lets you view a list of outstanding project activities and quickly assign tasks and reminders to users.

 

3. Painlessly monitor and manage your supply chain.

 Microsoft’s CRM tool has all you need, from gathering information about your suppliers, to keeping track of everything supplied. It also reconciles accounts with payments by integrating with your accounting software.

 

4. Track your enquiries and tenders.

 Because Microsoft Dynamics CRM is natively integrated with another Microsoft product, Outlook, it automatically files emails so you’re also able to view emails based on individual transactions.

 

5. Store and access vital information in one place.

 Imagine having a reliable space where you can store and grab any information you need to complete a project. A good CRM tool lets you do exactly that. It safely keeps all your contacts, accounts and other relevant data and lets authorized users access them from anywhere. You can get everyone working on the same set of information.

 

6. Have a bird’s-eye view of what’s important right now.

 The 2011 release of Microsoft's CRM suite lets you customize dashboards so you can get a quick overview of project details relevant to your role.

 

7. Focus on core business activities.

 If you can automate mundane and repetitive tasks to project management tools, then you can effectively focus on what truly matters such as managing people, retaining customers and scaling up your business.

by IPM Global, Microsoft ISV Partner

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