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Dynamics 365 Project Service Automation

Profit from your projects

Profit from your projects by running your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

Solution selling

 

Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work

Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates. This links to Microsoft project to improve your project planning from estimation to completion.

Resource scheduling

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.

Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.

Time and expenses

Simplify the time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

Service and analytics

Real-time analytics helps from being reactive to proactive. Make it easier to identify actionable trends across your organization—from financials to compliance to KPIs—using customizable dashboards and scoreboards.

Contact us when you need more info about Microsoft Dynamics 365 for Project Service Automation