1. PROFESIONAL SERVICES 2011
Get tools to boost your success, whether your firm is
in IT, advertising, legal, accounting, engineering, real
estate, or another service industry.
With Microsoft Dynamics CRM, you can:
• Gain deeper insights into your business
and attract and retain clients with a
360-degree view of your customers.
• Drive more business by optimizing the
client management life cycle.
• Quickly develop custom, easy-to-use
solutions with the application
development platform components and
the xRM framework.

2. Project
Management
Manage projects more efficiently with
the ability to track, monitor, and get
highly detailed information about each
project, activity, and task. With a
comprehensive view of your customers
and streamlined processes, it’s easier
to complete projects on time and within
budget.
• Deliver real-time views of client
information across the enterprise,
so everyone is working from the
same data.
• Track activities, tasks, and
expenditures and associate them
with specific projects.
• Create personal, workgroup,
departmental, or federated
workflows with a handy wizard.
• Automatically assign activities to
specific individuals or groups and
use rules-based escalation to
address issues in a timely way.
• Provide project administrators with
dashboards to view project status
at a glance.

3. 3
Resource Management
Maintain up-to-date information about resources
and their availability and provide that information
to your staff. With the ability to integrate your
CRM data with existing systems, you get the data
you need to quickly address changes and stay
within time and budget requirements.
Get a centralized view of staff calendars and
resources to make scheduling easier.
COSTUMER MANAGEMENT Save time with simplified visual scheduling of both
people and resources.
Create strong customer relationships that help
Gain increased visibility into how well current
build repeat business and loyalty. With each new
scheduling and resource allocation are meeting
project, you can add to a knowledge base that you
your company goals.
will be able to tap for future projects. As you
Set up a catalog of your services to track sales,
become more customer-centric, you can improve
incidents, and contracts and proactively identify
profitability and customer service to gain a
issues.
competitive edge.
• Manage and track all customer-facing activities.
• Identify trends and provide personalized service
with access to real-time, actionable data.
• Use shared document repositories to improve the
quality and efficiency of organizing teams,
meetings, and deliverables.
• Take advantage of document version controls to
accelerate approval workflows and deliver better
service.
• Benefit from advanced security that helps protect
client and firm data.