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Visual Project Scheduling
for Dynamics CRM


Visual CRM Scheduling technology for Microsoft Dynamics CRM provides sophisticated project, job, Activity scheduling of your customer demand and powerful, flexible scheduling of your resources to capacity

Eloquently adaptable to your current use of Dynamics CRM Visual scheduling technology is available both flexibly and affordably while leveraging Dynamics CRM for scalability, security, and User familiarity. Multi-location, CRM Organizational business visibility of different business models across an enterprise of processes and projects visible full-screen are a dynamic improvement in management capability. This brochure highlights packaging options of Visual CRM technology as well as MTC’s rapid-response low-cost support.
DetailsDocuments
Visual Project/Process Architectural
Overview
End-to-end control starts with the Templates that define your business processes or common traits of unique projects. Assign complex service tasks to a Product. Process/Project pre-sales analysis and knowledge-rich order management delivers an instant increase in productivity. Analyze cost, revenue, and schedule pre-sale. Project/Job/Activity – Full Company resource allocation scheduled to real-time visual plan drives growth performance. Grow the business faster with better control. Multi-Organizational control of departments, facilities, divisions tailored to users improves management efficiency. Save-back completed work to templates for Continuous Business Improvement loop of cost, revenue, on-time.Definition of customer requirements mapped out to resource requirement real-time allows Opportunity through Order to expose live project cost, revenue, schedule, and demand impact for evaluation manipulated visually . . .
Eloquently adaptable to your current use of Dynamics CRM Visual scheduling technology is available both flexibly and affordably while leveraging Dynamics CRM for scalability, security, and User familiarity. Multi-location, CRM Organizational business visibility of different business models across an enterprise of processes and projects visible full-screen are a dynamic improvement in management capability. This brochure highlights packaging options of Visual CRM technology as well as MTC’s rapid-response low-cost support and customization services for any project’s quick ROI.
What the Visual Solution Adds to CRM . . .
Templates that define your business processes or common traits of unique projects
3 stored template layers build on CRM Activity, interim Stage or milestone, and complete Project. Each is embedded with cost, revenue, skill, competency, duration, and performance categorization and can be built on-the-fly and as completed saved back to the template for continual improvement. Templates can be attached to CRM Products to define a Services used in order management.

Multi-Organizational control of departments, facilities, divisions
Rich Visual data full-screen CRM Views for live access to any piece of the business or the entire enterprise for customer demand against your resource allocations managed on-the-fly. Visibility and control in your business free up time to focus on growth knowing that your process tools are in place to scale your business growth without increased costs.

Continuous Business Improvement
On-going customer demand fulfillment fed back to the Templates that define the businesses processes are proven component of best-practice management for services business. 
What is the Visual Solution Value..
Solution Value Included Functionality Premise purchase
*Per User		 Online Monthly
*Per User
Visual Project Core All standard dynamics CRM functionality customized to the ConsultPro unctionality. 150.00 10.00
Visual Live Status **Includes standard iframe minimal design and includes all the unctionality typically exposed to clients including the enhance modules purchased. 50.00

3.00
Forecast Manager **Includes standard iframe minimal design and includes all the unctionality typically exposed to clients including the enhance modules purchased. 20.00 1.50
Visual Web Portal **Includes standard iframe minimal design and includes all the unctionality typically exposed to clients including the enhance modules urchased. 35.00 2.00
Visual Exchange Sync **Includes standard iframe minimal design and includes all the unctionality typically exposed to clients including the enhance modules purchased. 15.00 1.00
Visual Day Loading **Includes standard iframe minimal design and includes all the unctionality typically exposed to clients including the enhance modules purchased. 15.00 1.00
Complete Solution Includes all of the above per user functionality plus the flat options ustomer web portal, partner web portal, and QuickBooks integration. Phones NOT included. 200.00 15.00
Visual Activity Starter Kit to Core Upgrade Credit This is simply an activation upgrade to the capabilities of Visual Core plus Live Visual Status Option. Flat Credit
400.00		 Monthly/User
Credit 2.00
Visual Activity
Starter Kit		 **Includes standard iframe minimal design and includes all the unctionality typically exposed to business partners subcontractors including the enhance modules purchased. Flat Fee
750.00		 Flat Monthly
20.00
*All prices are in US Dollars. Prices are per user unless otherwise specified and are matched by the solution to the number of Microsoft Dynamics CRM users. Web Portals require the additional one-time purchase of the Microsoft Dynamics CRM External Connector License.

Volume discounts are available at the time of initial purchase only and in accordance to the following schedule: 


50 to 99 users provides a 5% per user price discount 250 to 499 users provides a 20% per user price discount 1000 + users provides a 40% per user price discount.
100 to 249 users provides a 10% per user price discount 500 to 999 users provides a 30% per user price discount Volume discounting does not apply to “Flat” pricing items.


Maintenance and Support: 12 Months unlimited technical support and ongoing upgrades and solution enhancements are included with initial purchase. Annual maintenance and support thereafter is 15%. Upgrade from Dynamics CRM 4.0 to CRM 2011 is covered only for software delivery. Any required installation, configuration, or training in conjunction with a version upgrade is not included in
maintenance and the support agreement. Licensed issued by Organization to match number of CRM Users. 1st year maintenance is always included. Free email-based or $50.00 Live Web Installation and Use Support or just about any customization.
ETL