PROJECT MANAGEMENT WORKFLOW

PROJECT & MILESTONE TRACKING

With our multi-project tracking system, users can easily group tasks together, allowing them to quickly evaluate how close the project is to completion. The Milestone tracking system also allows project managers to much more accurately determine whether or not the project is on schedule.

SELF CONFIGURABLE WORKFLOW ENGINE

Because of Microsoft Dynamics CRM’s best-of-breed workflow engine, Dynamic DSM is able to leverage the numerous built in workflows. Second to none, the flexibility and power provided by this engine allow users the security of knowing that nothing is falling between the cracks.

HIGH VOLUME APPLICATION TRACKING

Capable of handling high-volume work, the energy rebate management software is perfect for managing several thousand projects on a weekly basis; measures can be created quickly using the inline editor and milestones can be modified in bulk using the Milestone Batch Updater.

TRACKING KPIS

INTUITIVE REPORTING ENGINE

Our advanced filters allow users to run detailed real-time reports for their team across several projects. Our system allows users to easily access reports at anytime by saving the reports to the dashboard.

CONFIGURABLE DASHBOARDS

Dynamic DSM comes with numerous built-in Dashboards. The Dashboard tool allows users to assemble and present information from several places in the database in a quickly-read format, whether to use it to work through daily business processes or to quickly get an overview of the status of their business.

STANDARD REPORTS

Accessible and simplified reporting within Dynamic DSM is based upon Microsoft Dynamics CRM business intelligence foundation. Leveraging this powerful functionality, Dynamic DSM has incorporated the usage of Reporting Fields.

MEASURES AND FINANCIALS

FLEXIBLE MEASURE MANAGEMENT

Our unique Phased Measure design allows for measures to be automatically moved forward from one project phase to the next. Users are able to easily track Measures at each Phase of the project and automatically view the Measure revisions throughout the life of the Project.

FINANCIALS & INCENTIVE PAYMENTS

The DSM tracking system includes the use of flexible financial types (whether it be standard payments or invoice payments), automation of target check amounts and billing from within the solution.

MANAGING DATA

INTEGRATION & MIGRATION

Dynamic DSM was designed from the outset with deep integration in mind. Built on the framework of Microsoft Dynamics CRM, our system leverages the built-in integration options of SSIS and the Connector for Microsoft Dynamics.

SECURITY & COMPLIANCE

Best-of-Breed Security features are leveraged within Dynamic DSM. This includes system access, system controls, handling & avoidance of human error, handling solutions, data validation and verification, system audit trails, security roles and teams, conditional screen security and more.

DOCUMENT MANAGEMENT

Dynamic DSM provides two options for document storage. Our aim is to not just allow for a place to store documents but rather to offer a document management function that helps the user save time and effort.

MANAGING PARTNERS

MANAGEMENT OF TRADE ALLIES

We realize that users of DSM are not only acquiring and managing customers. They are also acquiring and managing Market Partners (aka Trade Allies).

PARTNER PORTALS

Dynamic DSM contains a flexible and powerful Portal framework. Customers can be provided a login that, if desired, allows them to view the progress of their Application/Project.

TRACKING KEY CONTACTS

Dynamic DSM is designed to empower and provide flexibility yet also enable uses to create simple Reports.

USER ADOPTION FOCUS

CONFIGURABLE ACTIVITY FEEDS

Activity Feeds are one of the most important new features in Dynamic DSM and Microsoft Dynamics CRM. They affect how information is exposed within the User Experience; the user is now provided a stream of data – modeled after the Facebook wall, LinkedIn updates, the Twitter feed and the like.

BUSINESS DEVELOPMENT TOOLS

Dynamic DSM was designed to not just support the management of Projects but also the Business Development requirements in order to acquire future Projects.

INTUITVE INTERFACE

The system gives users the power to modify the interface however they choose; its flexibility allows users to include and customize charts on the screen sub-grids. The system also provides list views that are easily managed, easily personalized and easily customized.

DSM TRACKING – SOFTWARE PORTAL

PARTNER PORTAL

Activity Feeds are one of the most important new features in Dynamic DSM and Microsoft Dynamics CRM. They affect how information is exposed within the User Experience; The user is now provided a stream of data – modeled after the Facebook wall, LinkedIn updates, the Twitter feed and the like.

CUSTOMER PORTAL

Dynamic DSM was designed to not just support the management of Projects but also the Business Development requirements in order to acquire future Projects.

CONTRACTOR PORTAL

The system gives users the power to modify the interface however they choose; its flexibility allows users to include and customize charts on the screen sub-grids. The system also provides list views that are easily managed, easily personalized and easily customized.

MARKETING

EMAIL BLAST & ALERT

Dynamic DSM gives you the power to send emails in mass and allows for email tracking. This includes tracking through Opens, Clicks, Click-throughs and URLs.

SMS BLAST ALERT

You can send SMS (text) messages in bulk to Microsoft CRM marketing lists. The messages are sent to the mobile numbers of the lead and/or contact records on the marketing lists. CRM activity records are created to document that the message was sent.

WEBSITE LEAD TRACKING

With Dynamic DSM, you discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your website.

USER CONVENIENCE

MOBILE ACCESS

Users can access the CRM system through their mobile devices and can even work offline with said mobile devices.

TELEPHONY

Dynamic DSM was designed to function in an enterprise business environment, allowing flexible telephony integration for all users.