Project Management for CRM 2011

This application has been designed to allow end-users the ability to integrate Project Management with their existing CRM 2011 customizations. Track projects against your existing customer base without the overhead of a full-on project management server or EPM solution. Project Management for CRM 2011 is a low-footprint add-in to your CRM solution, and will provide immediate functionality to your CRM implementations.

Features of Project Management for Dynamics CRM 2011 include:

  • Track Projects against Accounts
  • Associate Projects with Responsible Contacts
  • Track Start Date vs. Completion Date
  • Customizable Project Type picklist
  • Auto-Calculation of Percent Complete (via custom CRM Plugins)
  • Associate Notes to xRM Projects
  • Track Resources via custom Connection Roles
  • 100% customizable solution (no managed interface / items)
  • Custom Project Dashboard to track Project details and progress

Download xRM Application


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