What Microsoft Dynamics CRM brings to the project management table

Miree Le Roy - Tuesday, January 17, 2012

At the end of last year, I came across a study conducted by Forrester Consulting on The Total Economic Impact of Microsoft Dynamics CRM 2011, which was released in May. Looking closely at the findings, they are impressive. So I thought what better way to kick off the New Year than to highlight just how much benefit using a CRM system for your project management needs can give you. If you’re already using Microsoft Dynamics CRM 2011 with IPM, then rest assured, you’ve made a solid investment. And if you’re not, then perhaps you may have just come across a belated New Year’s resolution?    Read More...

Staying organised with automatic email filing

Miree Le Roy - Monday, November 28, 2011
One of the qualities you will undoubtedly find in every good project manager is an ability to stay organised. With a constant stream of communication about RFIs, contracts and budget and schedule changes, it takes a very organised project manager to stay on top of everything.

But dealing with the huge number of incoming and outgoing emails that are generated by a project every day can test even the most organised project manager. Previously, the answer to this has been to manually sort and file information and communications into separate email folders. But due to the proliferation of email communication these days, the sheer amount of communication means manually filing is just not feasible.

Many project management software products have tried to come up with a solution to this by introducing automatic email filing. But what many products claim to be ‘automatic’ filing is far from it, and often has huge limitations.

That’s why Microsoft Dynamics CRM has developed an automatic email tracking function that is truly automatic, whereby a tracking code is assigned to the subject line of each email. This way all incoming and outgoing emails with the same tracking code are grouped together and stored in the database. And with IPM’s ability to utilise all the features of Dynamics CRM, the email tracking feature is also incredibly useful for project managers, and is unlike anything else currently available to project managers. Here’s why:

1. Email filing is not automatic in other project management software applications.
Some other applications do have email filing, but this often means you have to forward the email to a central job email address, so the process is not automatic.

2. Other applications can only file all emails under the Job. Just think of how many emails you may send and receive on one Job, and how difficult it would be to sort through them all to find the one you are looking for.

3. With IPM email tracking, each transaction has a unique code. This means you can click on an RFI for example, and see all the communication related only to that RFI.

Utilising the tools and features available in CRM, IPM can make the process of email tracking for companies in the construction industry easy and automatic.

To find out more about IPM’s automatic email tracking, please contact us.


How far can software really go to solve your project management problems?

Miree Le Roy - Wednesday, November 09, 2011

One thing that software providers have often been guilty of is making the claim that their particular software can solve any problem encountered on a project. Yes, technology has come a long way and has revolutionised the way our world works, but how far can technology really go to solve our project management problems?  Read More...

How to communicate to the masses on a project

Miree Le Roy - Monday, October 31, 2011

One of the things that can really unravel a project is a lack of communication between the people working on a particular job. Jobs can have literally hundreds of people working on them from project managers, the project team, architects, right down to all the various subcontractors and their own employees. Ensuring smooth communication between all these people can seem like a massive task, but it doesn’t have to be.  Read More...

How social media is impacting on project management

Miree Le Roy - Tuesday, August 02, 2011

When most people hear the term social media, they immediately think of teenagers using applications like Twitter and Facebook to let their friends know how cool the party on the weekend was, or who is in a relationship with who.   Read More...

How technology can help multi-generational project teams

Miree Le Roy - Friday, July 29, 2011

With advancements in medical technology and healthier lifestyles, Australians are living longer. And for some Australians, this also means they are working longer; some well after the retirement age of 65 in order to ensure they can live out their retirement comfortably without the fear of running out of money.    Read More...

7 things to look for when choosing project management software

Miree Le Roy - Tuesday, July 26, 2011

Project management software is a considerable investment and one that takes much research, evaluation and comparisons of different offerings to get right. So to help you choose the best software for your organisational needs, here are seven things to look for when making the all important decision of which project management software to go with:  Read More...

Tracey Brunstrom and Hammond choose IPM to standardise documentation and manage correspondence

Miree Le Roy - Wednesday, June 29, 2011

We’re very pleased to announce the publication on the Microsoft website of our latest IPM case study. We’ve recently been working with one of our newer clients, Tracey Brunstrom and Hammond, to share with you their experience of IPM and how it has helped them provide independent project management services across Australia and Singapore.  Read More...

How to turn a nine hour airport delay into an effective project management opportunity

Miree Le Roy - Tuesday, June 21, 2011

The recent Chilean volcano ash cloud and resulting closure of airports across southern Australia and New Zealand really goes to show how easily our travel plans can go awry. If you happened to be one of the many stuck at Melbourne airport last Monday, I’m sure the delays were not only frustrating, but also straining on your time. And even though this happened on a public holiday in Australia, there were still delays for people returning to work for days afterwards.  Read More...

Keeping it simple in project management software

Miree Le Roy - Wednesday, June 08, 2011

I’m sure most of us have heard of the KISS principle – Keep It Simple Stupid. It can be applied to almost every aspect of our lives and jobs and is especially important in project management software.  Read More...