D365 Project Services Automation
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 working productively.
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 Planning
Make it easy for 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.
Opportunity Management
Provide integrated sales dashboard with project-based opportunities to help forecast profitability and feasibility. Streamline sales manager experience to quickly create project contracts, track labor rates and generate SOWS.
Resource Management
Optimize resource assignment through a consolidated scheduling engine across all modes of service to ensure the right people on the right projects. Simplify engagement across project managers, resource managers and sub-contractors to forecast demand, talent management and resource allocation.
Team Collaboration
Provide powerful, easy-to-use, mobile-ready productivity tools for project teams, customers, and partners to communicate/collaborate on project deliverables and tasks. Empower project managers by providing real-time status and performance indicators to mitigate project risks.
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 their device or app 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.
To track and manage the delivery of products, managers have been using different software tools in the past. With the now popular Microsoft Dynamics 365 for Project Service Automation, you can build your work breakdown structure into a project plan, which is a robust end to end solution. Microsoft Dynamics 365 for Project Service Automation helps to build trusted customer relationship and a solid reputation for delivering outstanding project experiences.
D365 for PSA also helps service team with their price, plan, staff, and execution of projects on time on budget and building an essential foundation for trusted customer and client relationships.
Most project managers rely on software tools to track and manage the delivery of projects. Typically, the first step after finalizing the project charter is to build your WBS (work breakdown structure). One of the most popular tools for this is Microsoft Project which allows you to build your WBS into a project plan where you can assign dependencies, resources, durations, and dates.
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