Dynamics 365 for Project Service Automation

Project Automation

Dynamics 365 for Project Service Automation

Project Service Automation for Microsoft Dynamics is an end-to-end service that provides a single system of engagement for project sales, resourcing, delivery, and billing teams. Natively integrated within Dynamics, Project Service tools brings people, processes, and technology together empowering teams to complete projects on time and on budget.Project Service Automation accelerating professional services maturity and reap the financial benefits of an integrated project service solution.Microsoft Dynamics 365 for Project Service Automation delivers a cloud-based project management application that keeps each step of the project moving forward, and each employee involved in the process of working productively. Dynamics 365 for Project Service Automation enables businesses to build – and validate – customer relationships by leveraging intelligent and intuitive tools.

Project Service Automation extends Dynamics 365 to provide a single system of customer engagement for sales.

Project Service Automation Services

Project Planning:

Quickly creating new project records in Microsoft Dynamics using repeatable Project Templates that detail required roles and estimated work schedules. Communicate required project tasks, which resources are needed, and the time-frame for completion.

Resource Management:

Finding the best people by matching available resources to project tasks based on role types, skill characteristics, and certifications. Make the best use of each resource by reviewing individual booking capacities. Automatically creating project teams based on the resources defined in a work breakdown structure. Searching out more about Universal Resource Scheduling for Dynamics 365.

Time & Expenses:

Entering the time and expenses for each project that you are working on to make sure that customer is billed correctly, and you receive credit for the work you’ve completed.

Project Billing:

Billing on a time and materials basis and use project invoice frequencies to determine how often your clients are billed, and on which dates of the specified time period. Set up invoice frequencies for each billing period you plan to use, such as monthly, weekly or on specific days. Or, bill project work as a fixed price with billing milestones that spread costs in fixed installments for the value of each contract line.

Project Analytics:

Inbuilt Microsoft Dynamics dashboards and reports tell you where you stand on each project. See a combined view of your costs, gross margin, and role utilization and use a Resource Manager dashboard for real-time reporting of utilization metrics for individual resources and role types.

Contact us for your queries and questions on our services

I got a project to work on MS Dynamics CRM and in some situation was required third party support because of a difficult task it was very much to business needed… Then I got “Firoz Muhammed’ ” who helped me to success the project as it has some logical process behind the app.

Thanks, Firoz Muhammed – For making the project successful and his help was useful to both me and our company.

Syed Faisal
Syed Faisal
Dynamics 365 Implementation

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