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Microsoft Dynamics CRM 2011 includes powerful timesheet management functionalities, including

the tracking of billing information against pre-defined contracts, as well as the tracking of field service

activities in the form of timesheets. Integration with email systems such as Outlook and Apple Mail

allows for the sharing of service calendars, where appointments are tracked directly in CRM for billing

and reporting purposes.

Timesheet Management Capabilities Service appointments are categorized in various ways (billable, time rate, work site, etc.) to allow for direct billing and reporting from CRM. Timesheets can be linked to customer accounts, service cases, users or teams.

Full Interaction History The details of every interaction are tracked in CRM, including SLAs and key renewal dates, so your employees can take proactive action. All past and upcoming appointments and service activities are tracked against the relevant customer records.

TIMESHEET MANAGEMENT IN MICROSOFT DYNAMICS CRM 2011

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Streamlined Work Processes A powerful workflow engine converts customer requests in actionable CRM service activities that can be automatically added to work queues, themselves built against any entity, user, or team.

Work state management for customer servicing is streamlined for improved efficiency, with all activities, billable or not, tracked against the customer case and account history. Internal collaboration is facilitated through Microsoft Dynamics CRM’s team management capabilities and real-time communication tools. Dashboards and Reporting

Microsoft Dynamics includes configurable dashboards, drill-down analysis, inline data visualization capabilities and full time-based reporting for billing and analysis.

Advanced Personalization:

Spend less time looking for information and more time serving customers with personal views, most recently used lists, and record pinning.