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xRM1 Licensing

v057

www.xRM1.com

CRM-Project – License Types

FunctionsCRM-Project

Employee StandardBilling & Inv.

StandardResource M. Professional Enterprise

Access to xRM platform Mobile Apps * Office Integration * Outlook client * Being planned as a resource Personal creation of applications for leave Entire organisation of personal business travels Reading projects, where the employee is involved Using personal Dashboards and Reports Customizable Employee Cockpit and Fast Time Entry My Personal Reporting Project Planning Project Management Time & Work Tracking on Projects, Standard and Custom Entities Document Management Project Controlling / Cost Management One project node for each project Billing & Invoicing Resource Management My Project Reporting Gantt with full Drag & Drop-Functionality Company wide Travel Management organisation Absence Management Microsoft Project Import & Export Template Function Project structures of any size ERP Integration Cost Split Project History & Baselining Multi-Project Management Global Gantt Chart Global Resource Management Revenue Forecast Printing Invoices & Taxes Planning and bulk Time Reporting on Business Units Inter Company Billing

* functionality depending on license type

www.xRM1.com

CRM-Project - minimum license requirements applicable in most countries

FunctionsMicrosoft CRM CRM-Project

No License required

Essential(10%)

Basic(40%)

Professional(100%)

Employee StandardBilling & Inv.

StandardResource M. Professional Enterprise

Access to xRM platform Mobile Apps * Office Integration * Outlook client * Being planned as a resource Personal creation of applications for leave Entire organisation of personal business travels Reading projects, where the employee is involved Using personal Dashboards and Reports Customizable Employee Cockpit and Fast Time Entry My Personal Reporting Project Planning Project Management Time & Work Tracking on Projects, Standard and Custom Entities

Document Management Project Controlling / Cost Management One project node for each project Billing & Invoicing Resource Management My Project Reporting Gantt with full Drag & Drop-Functionality Company wide Travel Management organisation Absence Management Microsoft Project Import & Export Template Function Project structures of any size ERP Integration Cost Split Project History & Baselining Multi-Project Management Global Gantt Chart Global Resource Management Revenue Forecast Printing Invoices & Taxes Planning and bulk Time Reporting on Business Units Inter Company Billing

* functionality depending on license type

www.xRM1.com

HR Management – License Types

FunctionsHR Management

Staff Employee Supervisor HR Manager

Access to xRM platform Mobile Apps * Office Integration * Outlook client * Skill Management Job History Scorecards Leave and Vacation Tracking Process Assignments Management of Certificates Attendance & Overtime Tracking Customizeable Employee Cockpit Time Entry on Dynamics CRM Standard Entities Request for Leave Travel & Expenses Target Achievement My Personal Reports Run Performance Reviews Absence Management My Team Based Reporting Global Reporting Staff Management Process Management Process RACI Definition Application Management Job Specifications Candidate Management Onboarding Management (using Project Templates) Offboarding Management (using Project Templates) Absence Calendar Payroll Integration

* functionality depending on license type

www.xRM1.com

HR Management - minimum license requirements applicable in most countries

FunctionsMicrosoft CRM HR Management

No License required

Essential(10%)

Basic(40%)

Professional(100%) Staff Employee Supervisor HR Manager

Access to xRM platform Mobile Apps * Office Integration * Outlook client * Skill Management Job History Scorecards Leave and Vacation Tracking Process Assignments Management of Certificates Attendance & Overtime Tracking Customizeable Employee Cockpit Time Entry on Dynamics CRM Standard Entities Request for Leave Travel & Expenses Target Achievement My Personal Reports Run Performance Reviews Absence Management My Team Based Reporting Global Reporting Staff Management Process Management Process RACI Definition Application Management Job Specifications Candidate Management Onboarding Management (using Project Templates) Offboarding Management (using Project Templates) Absence Calendar Payroll Integration

* functionality depending on license type

www.xRM1.com

Idea Management – License Types

Functions

Idea Management

No License required Employee Professional

Access to xRM platform

Mobile Apps *

Office Integration *

Outlook client *

Employee Submitter Reference

Submitting ideas

Status Check of own ideas

Personal reports and dashboards

Evaluating ideas Organize implementation of ideas Project costs, duration and entered project work Rewarding of idea submitter

Success monitoring

Ideas reporting

* functionality depending on license type

www.xRM1.com

xRM1 Idea Management - minimum license requirements applicable in most countries

Functions

Microsoft CRM Idea Management

No License required

Essential(10%)

Basic(40%)

Professional(100%)

No License required Employee Professional

Access to xRM platform

Mobile Apps *

Office Integration *

Outlook client *

Employee Submitter Reference

Submitting ideas

Status Check of own ideas Personal reports and dashboards

Evaluating ideas Organize implementation of ideas

Project costs, duration and entered project work

Rewarding of idea submitter

Success monitoring

Ideas reporting

* functionality depending on license type

www.xRM1.com

Time Tracking – License Types

Functions

Time Tracking

Employee Professional

Access to xRM platform

Mobile Apps *

Office Integration *

Outlook client *

Employee Cockpit

Fast Time Entry

Smartphone entry (Windows, Android, Blackberry, iPhone)

Use of personal Dashboards and Reports

My Attendance Tracking and Distribution on Dynamics CRM Standard Entities

My Expense Tracking

My Sick Leave (incl. My Statistics and Overview)

My Absences (incl. My Statistics and Overview)

My Vacation (incl. My Statistics and Overview)

Employee reports Monthly overviews Global Sick Leave Statistics

Global Absence Overviews

Global Vacation Overviews

Global Expense Overviews Timesheet report (graphically)

Export to Microsoft Excel

* functionality depending on license type

www.xRM1.com

Time Tracking - minimum license requirements applicable in most countries

Functions

Microsoft CRM Time Tracking

Essential(10%)

Basic(40%)

Professional(100%)

Employee Professional

Access to xRM platform

Mobile Apps *

Office Integration *

Outlook client *

Employee Cockpit

Fast Time Entry Smartphone entry (Windows, Android, Blackberry, iPhone)

Use of personal Dashboards and Reports

My Attendance Tracking and Distribution on Dynamics CRM Standard Entities

My Expense Tracking

My Sick Leave (incl. My Statistics and Overview)

My Absences (incl. My Statistics and Overview)

My Vacation (incl. My Statistics and Overview)

Employee reports Monthly overviews Global Sick Leave Statistics

Global Absence Overviews

Global Vacation Overviews

Global Expense Overviews Timesheet report (graphically)

Export to Microsoft Excel

* functionality depending on license type