Here are some tips to help you get started with common tasks.

Welcome to Microsoft CRM/xRM4NDIS 2016

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Using the nav bar

Select your work area

Checkout your dashboards

Look for records

Find your contacts

View your contacts in a list

See more contact details

Click or tap to connect

Add notes about a contact

Create a new enquiry

Enter new enquiry details

Find organisation records

View organisations in a list

See more organisation details

Pick up where you left off

Find your assessments

View your assessments in a list

See more assessment details

View your incidents

View incidents in a list

View support plans in a list

See more support plan details

Time & Attendance (Fast Tracking)

Tracking Manager

Resource Assignment

Resource Planning

Workload (1)

Workload (2)

Controlling Manager

Project Gantt

Thank you!

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