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Ryan Plourde, Crowe Horwath

How Fast Can You Email a Client a Project Status Report From Dynamics CRM?

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If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time billed against the total time approved.

Can your project management system do that?

This is only possible because we use templates and checklists in Project Management for Dynamics CRM that tracks every task and milestone of our CRM implementation projects. And because we have made it easy for our team members to enter their billable and non-billable time daily, directly to projects inside Dynamics CRM.

We typically send this project report to the client at the completion of each milestone.

But to be able to send the report anytime the client asks for it has been a great way to build trust.

When a client wants a project report I simply:

  1. Pull up the project report in Dynamics CRM.
  2. Export to Excel.
  3. Delete the columns that are for internal use only (such as actual time spent that we don’t bill clients for).
  4. Save it as a PDF.
  5. Attach to an email and click send.

PM Status report

In a matter of minutes the customer can see an overview of their project that shows where it is against timeline and budget.

It is one thing to say that you are organized and dedicated to project management, it is another thing to be able to prove it. And it is also proof of the power of Dynamics CRM, the very system we are implementing for them.

If you are interested in a better way to manage your projects in Dynamics CRM, learn more about Project Management for Dynamics CRM from AbleBridge. Contact us at 877-600-2253 or info@AbleBridge.com

By AbleBridge, Microsoft Dynamics CRM Gold Partner, now a Crowe Horwath company, www.AbleBridge.com

Follow us on Twitter: @AbleBridge

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