Microsoft Dynamics CRM & ePartnersLEGAL: :
The Hosted CRM Solution Designed for Legal Firms
CRM that’s as familiar and easy to use as Outlook
Relationship Intelligence:
Understand your relationships with prospects and clients
One of the key areas for Business Development and Fee Earners is to understand the relationships they have with their prospects and clients.
The Relationship Explorer extends the relationship display and linking capabilities of Microsoft Dynamics CRM Relationship Explorer using an intuitive tree-based structure to display all relationships that exist between entities within Microsoft Dynamics CRM. In addition, Relationship Explorer also provides organizations the ability to create relationships not possible through Microsoft CRM. The Relationships allow organizations to create many-to-many relationship links between all entities in CRM. Relationship Explorer allows Microsoft CRM users to:
- See all relationships (from any record) that exist between CRM entities (including custom entities) in an intuitive hierarchical tree-based structure.
- See a complete view of any CRM record's relationship hierarchy in a single place
- Set user preferences to determine how the relationship tree should display including which entities to include/exclude, which entities to display in detail and which to summarize
- Immediately see a count of relationships by entity type
Portals & Reporting
Microsoft Dynamics CRM for Legal comes with a number of ways to report on your data including Microsoft SQL Reporting Services and Microsoft Excel.
Because of ePartners’ vast experience in Microsoft business solutions and portal technologies we have been able to stay on the forefront of value-driven offerings and solutions that leverage the Microsoft suite of products.
Out of our experience we have forged solid best practices and guidelines to help ensure successful BI implementations. Customers with mature systems can make use of out-of-the-box products that provide portal and BI capabilities with little or no customisation. ePartners has created an offering that utilises proven, mainstream software components coupled with broad expertise in implementing these components to provide the most robust, flexible and user-friendly BI solution to the customer.









