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Www.xRM1.com Business Solutions for Microsoft Dynamics CRM v001.

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Presentation on theme: "Www.xRM1.com Business Solutions for Microsoft Dynamics CRM v001."— Presentation transcript:

1 Business Solutions for Microsoft Dynamics CRM v001

2 xRM1 Business Solutions Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Extend your Dynamics CRM with Project Management Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … The Complete Solution for HR Management Idea Management Innovation Management Idea Prioritization Rewarding … and much more … Idea Management Innovation Management Idea Prioritization Rewarding … and much more … The Microsoft Dynamics Solution for Idea Management Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Extend your Dynamics CRM with Time Tracking

3 Globally active software manufacturer

4 Business Solutions Website

5 Customer excerpt

6 About xRM1 Business Solutions Field of Activity xRM1 Business Solutions is a global manufacturer of business solutions based on Microsoft Dynamics CRM. We deliver solutions for Project Management, HR Management, Idea Management and Time Tracking.  CRM-Project: The complete solution for professional Project Management in Microsoft Dynamics CRM.  xRM1 HR Management: The complete solution for recruiting, managing and developing employees based on the Microsoft Dynamics xRM platform.  xRM1 Idea Management: The complete solution for Business Innovation in Microsoft Dynamics CRM.  xRM1 Time Tracking: The solution for Time & Work Entry as well as Workforce Management in Microsoft Dynamics CRM. The Goal xRM1 Business Solutions has a clearly defined goal; to remain the world’s leading producer of business solutions based on Microsoft Dynamics CRM. International xRM1 is a globally active company with offices worldwide. Support is available in all time zones. The xRM1 Business Solutions are available in 8 languages. Implementation xRM1 supports customers and local Microsoft Dynamics CRM partners with implementing Microsoft Dynamics CRM and xRM1 Business Solutions. This implementation support is available in 36 countries and can be delivered online or onsite. Local support is ensured by more than 160 partner companies on all continents. Continuity xRM1 Business Solutions has a long-standing tradition. It all began in 2004 with the idea to build on the base functions of Microsoft Dynamics CRM. This idea was grounded on the wish to have integrated business processes between sales, service, marketing and other corresponding departments. Since then, xRM1 has been delivering solutions for Project Management, HR Management, Idea Management and Time Tracking. Differentiation xRM1 Business Solutions does not develop any add-ons for the incremental function upgrade of Microsoft Dynamics CRM. We support value-adding processes. Shareholders xRM1 Business Solutions is owned by Franziskus Lorey and Bernd Lachner.

7 Company Growth Topic * Employees Processes Serviced Countries Time Zones55all Partners (Worldwide) Licenses+23%+34%+78%+ 97% *projected

8 CRM-Project CRM-Project is the complete solution for Microsoft Dynamics CRM. All functions required for professional project management are included in the solution. Time Tracking Idea Management xRM1 Time Tracking is the solution for entering and managing time and work hours in Microsoft Dynamics CRM. Entries can be made via Outlook, CRM or mobile device. xRM1 Idea Management is the solution for business innovation in Microsoft Dynamics CRM. The solution supports the complete Idea Management process. HR Management xRM1 Human Resource Management is the business solution for recruiting, managing and developing employees, including employee self-services, in Microsoft Dynamics CRM. Global Producer of Business Solutions for Microsoft Dynamics CRM

9 CRM-Project: Focus & Solution Experience 11 languages 164 partners in 36 countries man days of product investment First solution in the Microsoft Marketplace Version 1 available First fully integrated solution in Microsoft Dynamics CRM Online First certified solution in Microsoft Dynamics CRM 2013

10 Examples of department spanning processes ERP Accounting System Dynamics Sales module Dynamics xRM1 Project Management Opportunity Project Planning Quote Order Time Tracking Timesheet Invoice Accounting Project Planning Order Resource anagement Billing Milestones Invoicing Dynamics xRM1 Recruiting Recruiting & skills Project Planning Resource Management based on skills Time Tracking Timesheet Invoicing

11 Project Gantt Chart

12 CRM-Project CRM-Project is the complete solution for Microsoft Dynamics CRM. All functions required for professional project management are included in the solution. Time Tracking Idea Management xRM1 Time Tracking is the solution for entering and managing time and work hours in Microsoft Dynamics CRM. Entries can be made via Outlook, CRM or mobile device. xRM1 Idea Management is the solution for business innovation in Microsoft Dynamics CRM. The solution supports the complete Idea Management process. HR Management xRM1 Human Resource Management is the complete solution for recruiting, managing and developing employees based on the Microsoft Dynamics platform. Global Producer of Business Solutions for Microsoft Dynamics CRM

13 HR Management: Focus & Solution Experience 11 languages 164 partners in 36 countries 6275 man days of product investment First solution Microsoft Marketplace 11 languages Version 1 available First fully integrated solution in Microsoft Dynamics CRM Online First certified solution in Microsoft Dynamics CRM 2013

14 HR Management in Microsoft Dynamics xRM Platform

15 Complete Solution for Recruiting, Managing & Developing Employees in Outlook

16 Integrated Platform: Outlook/Dynamics CRM/xRM1 Windows Website ERP Website ERP Outlook* ** with Dynamics xRM1 platform modules

17 HR Management Capabilities Recruiting ApplicationsList for tracking applications that applicants have submitted. Job ProfilesBasic job profiles that set the standard for certain job roles. Open PlacementsRequests from departments for new job openings. ApplicantsContact information about people that have applied for jobs. Organization EmployeesContacts converted from applicants. List of your employees with details. DepartmentsBusiness Units from your Microsoft Dynamics CRM system. Facilities/EquipmentEmployees can be responsible for equipment in your Microsoft Dynamics CRM system. WagesList of compensation, bonuses and packages for the employee. ProcessesProcesses within your organization with RACI definition. Process ResourcesProcesses can be allocated resources / people with a quota that fulfill this process. Onboarding/OffboardingLink to CRM-Project. Templates will be available on xRM1.com. Absence AdministrationHR manager can administer absences and vacation renewal. Employment ContractsListing of employment contracts for employees. ReprimandsList of reprimands per employee, with warnings, etc.

18 HR Management Capabilities Development Job HistoryList of jobs the applicant/employee performed in the past. CompetencesList of skills and their level of expertise, including a development target. Health ChecksList of health checks the employee has completed. Performance ReviewsList of performance reviews performed for this employee. Review DetailsDetails from the performance review. Points that have been agreed with the employee. Linked to the performance review of an employee. Further EducationList of educational background the applicant/employee has achieved (Bachelor, Master, A-Level, PhD, etc.). CertificatesCertificates the employee holds. Can be used for tracking special skills and permissions to perform certain tasks. Employee Services AbsencesVacation submission for employees including approval processes. Links to availability calculation in CRM-Project. ActivitiesCRM activities. TravelsLink to Travel Management. A Travel functions as a bracket for the receipts and represents one trip. ReceiptsIndividual receipts for hotels, cars, parking, etc. Receipts track employee expenses, including a report for the expense claim.

19 xRM1 HR Management

20 CRM-Project CRM-Project is the complete solution for Microsoft Dynamics CRM. All functions required for professional project management are included in the solution. Time Tracking Idea Management xRM1 Time Tracking is the solution for entering and managing time and work hours in Microsoft Dynamics CRM. Entries can be made via Outlook, CRM or mobile device. xRM1 Idea Management is the complete solution for business innovation in Microsoft Dynamics CRM. The solution supports the complete Idea Management process. HR Management xRM1 Human Resource Management is the business solution for recruiting, managing and developing employees, including employee self-services, in Microsoft Dynamics CRM. Global Producer of Business Solutions for Microsoft Dynamics CRM

21 xRM1 Idea Management (Fully integrated in Microsoft Dynamics CRM) xRM1 Idea Management (Fully integrated in Microsoft Dynamics CRM) Start Microsoft Dynamics CRM add-ons Start Microsoft Marketplace Start integrating solutions 11 languages 164 partners in 36 countries Idea Management: Focus & Solution Experience

22 Support in All Phases of Idea Management Campaigns and Contests Validation Idea Submitting Open Discussion Concept Evaluation Decision and Prioritization Implementation in Projects Idea Reward Review

23 Idea Management Process Gate Phase 1 Phase 2 Phase 3 Gate Phase 4 Project Phase 5 Gate ResultsNeed Project ResultsNeed  Execute extended phases in a structured manner in projects  Flexibility about number and order of the phases  Make structured decisions about how to proceed  Holistic depiction of the idea management process

24 xRM1 Idea Management

25 CRM-Project CRM-Project is the complete solution for Microsoft Dynamics CRM. All functions required for professional project management are included in the solution. Time Tracking Idea Management xRM1 Time Tracking is the solution for entering and managing time and work hours in Microsoft Dynamics CRM. Entries can be made via Outlook, CRM or mobile device. xRM1 Idea Management is the solution for business innovation in Microsoft Dynamics CRM. The solution supports the complete Idea Management process. HR Management xRM1 Human Resource Management is the business solution for recruiting, managing and developing employees, including employee self-services, in Microsoft Dynamics CRM. Global Producer of Business Solutions for Microsoft Dynamics CRM

26 xRM1 Time Tracking (Fully integrated in Microsoft Dynamics CRM) xRM1 Time Tracking (Fully integrated in Microsoft Dynamics CRM) Start Microsoft Dynamics CRM add-ons Start Microsoft Marketplace Start integrating solutions 11 languages 164 partners in 36 countries Time Tracking: Focus & Solution Experience

27 xRM1 Time Tracking Solution Top features  Time and Work Entry  Mobile Entry  Manage ▫ Work Hours ▫ Vacation ▫ Absences ▫ Overtime  Time Clock Integration  Office Integration  ERP Integration

28 Time Tracking Options

29 Manufacturer Quality  Microsoft Dynamics Compatibility ensured, without individual efforts  Professional Risk Hedging out of the box (Liability Insurance, Escrow...)  Current Manual in German and English  Software can be updated globally through partners and customers  Users have used the functionalities in average  Update every 3 months (Features, compatibility and Bugfixes)  Professional Support 24 x 5  No impact of personnel changes at the implementation partner  No dependency from local implementation partner  Important certificates always available (compatibility proof p.ex. Microsoft Online, On premise, 2011, 2013, 2015…)

30 1.Can someone please help me install and configure the xRM1 Business Solutions? 2.Will the xRM1 business solution support my most important processes? 3.How should I proceed? I don’t want to make any mistakes. 4.Will my expectations about the xRM1 functions be fulfilled? 5.Can someone support me with a cost-benefit analysis of the xRM1 business solutions? 6.How much does it cost to implement xRM1 business solutions? 7.Can I receive xRM1 implementation support? 8.Can someone explain the functions to me? 9.Who can I turn to when encountering problems with an xRM1 business solution? 1.Can someone please help me install and configure the xRM1 Business Solutions? 2.Will the xRM1 business solution support my most important processes? 3.How should I proceed? I don’t want to make any mistakes. 4.Will my expectations about the xRM1 functions be fulfilled? 5.Can someone support me with a cost-benefit analysis of the xRM1 business solutions? 6.How much does it cost to implement xRM1 business solutions? 7.Can I receive xRM1 implementation support? 8.Can someone explain the functions to me? 9.Who can I turn to when encountering problems with an xRM1 business solution? What is Your next Question?

31 contact USA: Phone: +1 (347) Great Britain: Phone: +44 (0) Hong Kong: Phone: Brazil: Phone: +55 (21) Germany: Telefon: +49 (931)


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