Crowe Project Management CRM Add-On for Microsoft Dynamics® 365 Product Guide

Crowe Project Management CRM Add-On for Microsoft Dynamics® 365 

Crowe Project Management is an intuitive, comprehensive, and flexible CRM add-on for Microsoft Dynamics® 365. Our easy-to-use project management CRM add-on helps your organization streamline project planning, optimize project execution, and improve resource productivity. These benefits allow your team to share information, collaborate, and make effective decisions. Additionally, the familiar Microsoft Dynamics® 365 interface gives project managers a minimal learning curve, so they can seamlessly transition to the new platform.   

Here are some notable features of Crowe Project Management CRM add-on:

  • Project automation: Streamline task assignment and status updates with customizable workflows and automated emails.
  • Centralized project management: Get a centralized view of tasks, budgets, milestones, resource utilization, and time and expense management.
  • Dashboards: Real-time dashboards provide the current health of your projects, showing actual versus estimated time and costs.
  • Task Management: Convert incoming emails to a project task. 
  • Timesheets: Utilize accurate timekeeping that allows for both single and bulk time entries. 
  • Project templates: Reduce administrative time and offer consistency when defining new projects. 

Download our product guide and learn how to use Crowe Project Management. Interested in other CRM services and add-on solutions for Microsoft Dynamics® 365? Contact Crowe to speak with a CRM specialist today.