Top 10 Features for Law Firms
Microsoft Dynamics CRM 2013 for Law Firms
Aug 20, 2015
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Top 10 Features for Law Firms
Summary
Easy to use Command Bar
•
•
•
Simplified navigation •
Flat user interface •
•
•
Select another area Go to
Home
page
Go to
People
list
View
associated
records
Pop Out
Auto save •
Save
Business process flow •
•
Social activities pane •
Quick Create forms •
Real-time workflows •
•
Enable the mobile law firm
Law firm staff need mobile tools to help them better understand their client,
focus on the right activities and connect in a meaningful way with people inside
and outside their firm
Stay productive on the road or in the courtroom
https://itunes.apple.com/us/app/microsoft-dynamics-crm/id678800460?mt=8#
https://itunes.apple.com/au/app/microsoft-dynamics-crm-for/id723891307?mt=8
Adopt Microsoft CRM/xRM4Legal on devices to:
• Quickly mobilize your rainmakers
• Create a competitive differentiator
• Attract and retain marketing/BD talent
What’s New with Microsoft Dynamics CRM 2013 Licensing (on-premise)
Enhanced use rights across all Client Access Licenses
Dynamics Planning Services included with Software Assurance for Volume Licensing
External user rights included in Server license
Access using mobile and desktop apps
Favorable terms for license transitions from On-premises to Online
✔
Functionality only
From licensing based on…
Access mode
Data privileges
…to licensing based on
• Access via mobile and desktop apps included with all CALs
• Improved use rights for all CALs
• External user rights included in Server license
Microsoft Dynamics CRM 2013 Licenses
U.S. / Canada / Australia prices shown as supplied under Microsoft “ISV Royalty” program.
External user related licensing use rights included in Server license.
Server License
Microsoft Dynamics
CRM Server 2013 /
xRM4Legal 2014
$5,500/instance
Client Access Licenses (CALs)
Professional/
xRM4Legal
Advanced
POWER USER
Essential/
xRM4Legal
Fee Earner
Light-weight access to
custom applications (xRM)
Full marketing, BD, client
care, and custom
applications
Basic/
xRM4Legal
Standard
Basic CRM, reporting, and
custom applications (xRM)
$1,100/user
$400/user
$220/user
Server and Client Access Licenses Professional /
Advanced
Use
r C
ap
ab
ilities
Serv
er
Basic /
Standard Essential /
Fee Earner
Key takeaways
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