Microsoft CRM xRM4Legal 2015 Enterprise Case Management
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Transcript of Microsoft CRM xRM4Legal 2015 Enterprise Case Management
ProjectModule 4
1
Time Tracking
Case/Project
Management
2 3 4
Legal BD Legal
Marketing
Legal Client
Care
Legal
Project
Microsoft
Dynamics
CRM
2015
Microsoft
Office
2010 & 2013
Microsoft
SharePoint
(or NetDocuments)
MailChimp eMarketing
Document Automation
Web2CRM
GlobalCalendar
NetDocuments Integration
xRM4Legal provides an easy, familiar interface that the lawyers know and use every
day. As they say, if you know how to use Outlook, you know how to use Microsoft
CRM! Another major benefit of the solution is improved integrity of information with
both Web and mobile access. New case types – forms, fields, views, reports, charts
and dashboards – can be quickly and easily added and configured by business users
rather than programmers.
The priority here is capturing details with minimal mouse clicks including lawyer and
related record/s. We start in Outlook Favorites where the default view is Active
Organizations. We can filter this view by selecting a different System View if required.
The right side of the screen provides a quick preview of the selected record.
Role selection hides or displays certain tabs. These tabs, fields and associated
business rules are easily configured to meet firm and department needs. Once the
Role is selected it is just a matter of completing a few business required fields so we
can save the record.
The priority again is simplicity, capturing details with minimal mouse clicks including
related records. The easiest and quickest way to add a new Person record is in the
context of an existing Organization record.
Certain information is pre-populated such as Parent Record, Business Phone and
Address. Like the Organization entity, selecting the applicable Role hides or displays
certain tabs. Click on form sections to see other details.
To create a new Case record, click on the Cases folder and click the New Case button.
Based on the selected Client and Case Type, the Case record adjusts dynamically with
required Case Resources, Billing Events, Services Provided and Costs Incurred –
automatically populated based on firm and department business rules.
Manage all the activities related to a Case including Appointments, Emails, Phone Calls
and Tasks.
Depending on the logged in user and their method of access (Web, Outlook or
Mobile) there are several different ways of adding a new booking / billing event. The
Case Resource, Start and End Dates and Times can be selected with options to enter
Hourly Rate, Duration and Booking Type together with Subject and Description.
From here we can manage Document Management Settings, SharePoint Sites and
Locations. Created documents are automatically filed in SharePoint and can be
emailed in PDF with associated email template.
Audit History automatically tracks who changed what and when with details of old and
new values displayed. Click Filter on: to select and view specific field changes.
From the Search CRM data box there is access to Global Search. Global Search
performs searches of strings in all entities and attributes configured in Search Settings.
Typing a word or phrase allows us to search across CRM entities, Tasks, Emails, Letters,
Appointments etc. A single click allows us to drill down into Person, Organization,
Case records and more.
www.xRM4Legal.com
