Track your sales contacts with these templates, use Microsoft apps to track new customer information, and manage emails from your customers in Microsoft Outlook. Templates Use these templates to make and track your sales. Start with our basic templates, and then update them as needed for your specific business.
Manage your organization's client cases and projects, including billing, invoices and balance sheets using this robust Project time and billing Access template. Fields for owner, workcode, and status help you track progress, time worked, and costs while you generate instant reports on everything from Billing by Workcode to Employee Time.
Project for the web is part of the Microsoft Project product family, which includes Project Online Desktop Client, Project Online, Project Server, and Project desktop.
If you manage fewer than 100 clients, you will use the new Client management feature. For more information, see Managing clients in the Partner admin center. If you manage 100 or more clients, see Find and assist customers. Create and send trial invitations Note This feature is available only to partners who are authorized subscription advisors.
Flexible deployment, update, and support options Comprehensive device and app management and control By helping you streamline the deployment of updates, Windows 10 and Windows 11 also enable you to quickly deliver the latest innovations to end users, thereby increasing collaboration and productivity.
The different Microsoft task management apps are designed for different project situations. Here's how to tell which to use. Is this a solo project or a team project? If it's just you, use the personal task management app, To Do. You can also see tasks from To Do in the Tasks app in Teams, and in Outlook Tasks.
A client may become unmanaged if it has a wi-fi profile certificate installed, and the client is installed using the cloud management gateway. After performing an in-place upgrade of the operating system from Windows Server 2012 R2 to Windows Server 2016, the Configuration Manager Health Evaluation scheduled task no longer functions.
Configure your computer to use IRM To use IRM in Microsoft 365, the minimum required software is Windows Rights Management Services (RMS) Client Service Pack 1 (SP1). The RMS administrator can configure company-specific IRM policies that define who can access information and what level of editing is permitted for an e-mail message.
In the Partner admin center from the list view in Client management, you can easily view your client's subscriptions by selecting the client in the list view. The client's subscriptions will show in the action pane. Click any of the subscriptions to open the Subscriptions page where you can view or change the number of licenses and the status.