Microsoft Dynamics 365 for Project Service Automation

Microsoft Dynamics 365 for Project Service Automation

Overview

Microsoft Dynamics 365 for Project Service Automation is created for project-based organizations. It will allow your company to ensure every customer engagement is on time and within budget through an end-to-end solution for sales, planning, resourcing, delivery, and billing. It will provide you an integrated service delivery experience including:

  • Planning, estimating and pricing multi-day projects
  • Optimizing resource utilization
  • Tracking and approving project tasks and finances
  • Monitoring performance metrics

These experiences help build trusted customer relationships, increase employee productivity and improve practice profitability.

Benefits & Capabilities

Deepen Engagement
Cultivate trusted customer relationships using a predictable customer-responsive engagement model to deliver successful projects that are consistently adding value to your organization.
Empower Teams
Balance resource utilization and increase productivity across projects and programs while fostering team coordination, collaboration, and personal creativity.
Optimize Growth
Prioritize innovations in service offerings based on actionable insights and industry trends by fostering a culture of making informed and timely investments.
Opportunity Management
Provide integrated sales dashboard with project-based opportunities to help forecast profitability and feasibility. Streamline the sales manager’s experience to quickly create project contracts, track labor rates and generate SOWs. Collaborate real-time with customers on the quotes, project scope and resource requirements through customer portals.
Project Planning
Make it easy for the sales manager to visualize cost, effort, and sales value with project managers to estimate and define the work using standard project templates. Use robust project scheduling and management capabilities of Microsoft Project to complement the collaborative sales planning process.
Team Collaboration
Provide powerful, easy-to-use, mobile-ready Office 365 productivity tools for project teams, customers, and partners to communicate and collaborate on project deliverables and tasks. Empower project managers by providing real-time status and performance indicators to mitigate project risks.
Resource Management
Optimize resource assignment through a consolidated scheduling engine across all modes of service to ensure right people on the right projects. Simplify engagement across project managers, resource managers and sub-contractors to forecast demand, talent management and resource allocation. Empower consultants to apply directly for relevant project roles, and update skills through mobile devices.
Time and Expense Management
Simplify management, tracking and submission of estimated and billed project time by integrating the tasks and deliverables within calendars. Track all project and non-project schedules on your employees’ devices or apps of choice through integration between exchange and project calendars.
Customer Billing
Provide project managers and customers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Automate generation, approval, and distribution of accurate invoices in email and on the web. Enable integration with best-in-class back-office applications for financial accounting.
Service Analytics
Anticipate business opportunities, optimize solution offerings, and improve business performance through robust analytics, interactive dashboards, role-based templates, and data visualization for 360o visibility to project and portfolio metrics like resource utilization and practice profitability.

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