Dynamics 365 Enterprise - Project Services
For Microsoft Dynamics CRM

Project Service Automation (PSA) application helps organization efficiently track, manage and deliver project-based services from the initial sale to invoicing. It drives improved productivity, profitability and client satisfaction. It enables your organization to plan projects, create estimates and work schedules, estimate and track project cost and revenue, forecast resource requirements for projects in the pipeline, track project progress and cost consumption, manage quoting, pricing, and billing for projects, assign and manage resources, use reports and interactive dashboards to monitor key performance indicators for successful projects.

• Manage projects with confidence –
  

  Earn customer trust by ensuring project deliverables reflect the terms of the contract, approved work, and expenses.

  Visualize accurate cost, effort, revenue and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

  Provide project managers with intuitive dashboards to review, monitor and approve all costs and time impacting their projects.

  See things from the customer’s perspectives Survey, measure and act on customer feedback by bringing your customer data together with survey insights from Microsoft Forms Pro which included with Dynamics 365 for Project Service Automation.

• Optimise your resources –
  

  Streamline scheduling with intelligent and relevant skills-based assignments and real-time visibility to resources using a unified scheduling engine.

  Accurately measure utilisation and make intelligent decisions to get the most out of billable resources by using real time dashboards.

  Empower consultants and sub-contractors to update their skills profile and apply directly for relevant projects.

• Forecast project profitability –
  

  Prioritize deals based on a unified sales management dashboard that brings together product and project-based opportunities.

  Engage directly with customers on quotes, project scope and resource requirements through a secure portal.

  Ensure seamless sales collaboration by creating project contracts, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.

• Increase productivity –
  

  Faster collaboration across project teams using audio, video and document management with integration to Office 365 applications.

  Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.

  Submit, approve, process and reconcile time and expenses anytime & anywhere for timely customer billing.

• Innovate with a modern and adaptable platform –
  

  Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps

  Unify your service environment by automating processes across Dynamics 365 applications and third-party systems for better engagement experiences.

  Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure and trust our state-of-the-art datacenters to safeguard your data.

  Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.