Dynamics 365 Project Service
Dynamics 365 for Project Service Automation capabilities in Dynamics 365 (online) provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.
Dynamics 365 prevents information, timings and profit dropping through the cracks of complex projects. Single Customer View takes project management tools up a gear with a quote to conclusion process that takes client history into account and allows collaboration across the business. Timings and profit margins can be more carefully managed and as a result, customer expectations are managed more effectively throughout the whole process.
Project Service Automation Features
- Increase automation, productivity and collaboration delivering more accurate reporting for future planning.
- Manage all aspects of client facing activities, allowing team members to work together and to maintain or exceed profit margin expectations.
- Manage and schedule resources based on availability and suitability.
- Increase mobile productivity with the ability to manage projects, enter time and expenses, schedule automation services and collaborate using Office 365 from anywhere.
- Simplify employee submission of time and expenses with direct customer attribution using configurable processes.
- Real time analytics improve service levels by identifying actionable trends using customizable dashboards and scoreboards.
- Empower professionals —provide consultants with a collaboration-rich experience, enabling transparency across the business and empowering them to use their expertise to increase project productivity with every customer.
- your project-based business more productively and profitably, helping you successfully manage your projects — and satisfy your clients.