Microsoft CRM integration with EPM

[Dieter]

Can CRM be integrated with EPM? Can customer contact entries in CRM be
utilized in EPM?

Thanks!

 

[Gary L. Chefetz [MVP]]

Dieter:

In a word Yes. Anything can be integrated with the know how and a plan, but
why do you want to do this? What do you hope to gain?

--


Gary L. Chefetz, MVP
"We wrote the books on Project Server"
http://www.msprojectexperts.com

For Project Server FAQs visit
http://www.projectserverexperts.com

For Project FAQs visit
http://www.mvps.org/project

 

[Dieter]

Hi Gary,

The client I am working for uses a third party sales force automation tool
and is planning to implement EPM. I am trying to figure out if it would be of
greater benefit to replace the SFA tool with CRM. In their case a sale is a
project. If general customer data can be entered only once into the CRM and
then be retrieved when creating the projectplan that would improve
productivity.

Dieter

 

[Gary L. Chefetz [MVP]]

I can imagine that you might actually automate a project spawn from a CRM
system. So the answer is yes. Project, like all MS applications, provides
many avenues of integration and customization.

--


Gary L. Chefetz, MVP
"We wrote the books on Project Server"
http://www.msprojectexperts.com

For Project Server FAQs visit
http://www.projectserverexperts.com

For Project FAQs visit
http://www.mvps.org/project