Foundation Enhancements
- Sending documents in email
messages (E-Mail Functionality)
- Sales Order Processing
Transaction lists (E-Mail Functionality)
- Server type for email
(E-Mail Functionality)
- Password protection for
Word documents (E-Mail Functionality)
- Metrics (Homepage Enhancements)
- Customization (Homepage
Enhancements)
- Naming system databases
(Installation and deployment features)
- Analytical Accounting
(Installation and deployment features)
- Select a printer when
printing (Reporting)
- Print reports from
maintenance windows (Reporting)
- 7 New predefined Word
templates for Sales Order Processing (Word Templates)
- Address Verification
Service for Payment Services (Payment Services for Microsoft Dynamics)
- Create a powerful, but concise executive summary Decision-makers start with and focus on the executive summary, so create this section with that fact in mind. When writing the executive summary, assume that the reader knows little or nothing about the proposed project.
- Quantify the results that the client can expect from engaging you Some consultants create proposals that overemphasize their consulting process and methodologies. Clients buy results, not tools or methodologies.
- Be generous with your ideas You may fear that revealing your ideas about how to solve a problem during the proposal process could result in clients taking those ideas and completing the project themselves. In rare cases, that may happen. But you'll have more success if you don't hoard your ideas. Use them to show clients that your team thinks and approaches problems in creative and innovative ways.
