Thursday, September 3, 2015

Dynamics CRM Integrations for Government Contractors

Dynamics CRM can be the centerpiece of capture management for government contractors, but it is even better when integrated with other office systems.  Here are some of the most common scenarios that we encounter, and integrations we have done for our clients and ourselves.

Document Management

SharePoint integration is included in Dynamics CRM, and it provides a great place to store proposal documents such as technical proposals, price lists, resumes, and more.  You can automate the generation of folders in SharePoint and populate the folder with standard templates and documents.

Dynamics CRM may be integrated with other document management systems if you are not using SharePoint.

Accounting

Accounting systems such as Dynamics AX, Dynamics NAV, Dynamics GP and Dynamics SL can play a role in capture management.  They are likely where you create cost codes to track the activities of a project team.  Price lists may reside in these accounting systems.   Microsoft offers a Dynamics connector to make it easier to integrate Dynamics CRM with Dynamics ERP and accounting products.

Timesheets

After a project is won, you may want to integrate with your timesheets system in order to create the project and the billing codes and rates for each member of the project team. 

At a minimum, you can send a message to the manager of the timesheets system to notify them of the win along with the names and rates of all the project participants. 

Project Server

Many proposals call for a project plan which is created in Microsoft Project or Microsoft Project Server.  Sometimes the project plan is not created during the proposal, but it is one of the first deliverables in the project. 

Integration with Project Server allows you to have Dynamics CRM create a project and notify the project manager that it is time to create a project plan. 

If you use Microsoft Project but not Project Server, you can attach the Project files to the opportunity in Dynamics CRM for looser integration. 

In summary, you can create basic or full integration with all the products that relate to the sales activities:


 System
Simple
Full
Accounting
Notify accounting and request budget code
Create budget code and timesheet entry
Timesheets
Notify human resources manager and create timesheet codes
Create timesheet codes
Project Server
Notify project manager to create project plan
Create project plan and add resources based on proposed team
Document Management
SharePoint integration included out of the box
Automate creation of standard documents based on templates



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