Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]
continue reading...CRM for Project Management
Email vs Excel vs MS Project vs CRM – What is the Best Project Management Tool?
A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]
continue reading...Formulating a Channel Model for CRM Project Success – Download Now
Harnessing the correct communication channels and using them in the right way to facilitate project management is one of the biggest stumbling blocks faced by project stakeholders. Microsoft Gold Partner Mint Management Technologies’ Senior CRM Project Manager Ross Musselman provides insights and experience into formulating a channel model for streamlined project management with successful outcomes. […]
continue reading...Get to Know Dynamics 365 for Project Services
Microsoft Dynamics 365 boasts an assortment of features and benefits for Project Service Automation. Once the software is implemented, you will notice great improvement in productivity, which leads to enhancements in both customer satisfaction and overall profitability. There are three primary benefits gained when using Microsoft Dynamics 365 for Project Service Automation, which are the: […]
continue reading...How To Deliver Projects On Time On Budget Using Microsoft Dynamics CRM
Does your company want to deliver projects on time and on budget? Do you use Microsoft Dynamics CRM? AbleBridge’s Project Management tool for Dynamics CRM can help. You’ve made extensive use of your Microsoft Dynamics CRM solution in your marketing campaigns. Your sales team has also used it extensively in identifying prospects, cultivating leads and […]
continue reading...How to Simplify the Most Hated Operational Task for all Project Based Organizations
What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in a project focused business, accurate time entry is crucial. Let’s be honest, this task will never be loved by the people that need to account […]
continue reading...How I Get My Team to Enter Project Time DAILY in Dynamics CRM
I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants still don’t like to enter their time. As a manager, I explain to them that I understand this, but it still needs to happen. It […]
continue reading...Using Workflow Alerts to Manage Projects in Dynamics CRM
How do you alert a team member that a project task has been assigned to them? Are you still sending email? Did you know this can be done automatically when you manage your projects in Microsoft Dynamics CRM? When we do a Microsoft Dynamics CRM implementation it requires that we work together as team to […]
continue reading...Project Management Tip: Our Secret to Running Successful Dynamics CRM Implementations
I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our company this means looking for ways to improve the way we deliver Microsoft Dynamics CRM projects to our clients. Every project is managed using our […]
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