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.

1. TIMESHEET MANAGEMENT IN MICROSOFT DYNAMICS CRM 2011
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.
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2. 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.
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