Deliver outstanding projects with Dynamics 365 for Project Service Automation

Microsoft Dynamics 365 for Project Service Automation helps you run your project based business more efficiently. It extends Dynamics 365 to provide a single system of customer engagement for project sales, resourcing, delivery and billing. It brings people, processes and automation technology together in a unified experience that helps you build trusted customer relationships and a solid reputation for building outstanding project experiences.

At 4DS, we have the right experience, skills and knowledge to make sure that Dynamics 365 for Project Service Automation works for your organisation and continues to deliver your anticipated outcomes. Contact Us now to see how we can help you in your digital journey.

Dynamics 365 for Project Service Automation Features

  • Solution Selling: Make every customer engagement relevant and productive, prioritise deals and get a clear view of both product and project based opportunities.
  • Customer Focus: User customer portal to engage and collaborate with customers in real time on quotes, project scope and resource requirements.
  • Contract Management: Streamline the sales and project contracts creation experience. Track labour rates and generate statement of work using an integrated sales automation experience.
  • Sales Visualisation: Make it easy for sales managers to visualise cost, effort and sales value.
  • Planning: Make it easy for project managers to estimate and define the work using standard project templates. Visual project planning includes predecessors, automatic task scheduling and cost visualisation for a credible "estimate to completion" planning.
  • Microsoft Project: Use robust project scheduling and management capabilities of Microsoft Project to complement the sales planning process.
  • Resource Alignment: Optimise resource alignment through a consolidated scheduling engine. View and filter resources based on skill and availability to ensure you have the right people on the right projects.
  • Manage Utilisation: Pivot the business on resources to enable business to align with skills and talent management.
  • Empower Resources: Empower consultants and sub-contractors to apply directly for relevant project roles. Resource information include skills and proficiencies that can be updated through mobile devices.
  • Collaboration: Provide powerful, easy to use, mobile-ready office 365 productivity tools for project teams, customers and partners to communicate and collaborate on project deliverables and tasks.
  • Agility: Empower project managers by providing real-time status and performance indicators, allowing them to respond in time to scope changes, mitigate risk and manage critical KPIs while ensuring consistent and profitable service delivery.
  • Familiar and Intuitive: Simplified management, tracking and submission of estimated and billed project time.
  • Accountability: Provide real-time financial insights to customers and collaborate on corrective actions.
  • Expense Management: Track all project and non-project schedules and streamline the submission, approval, processing and reconciliation of expenses through web and mobile apps.
  • Timely and Effective: Provide project managers with a unified view to review, override and track overruns and approve all costs and time impacting their projects.
  • Accuracy: Ensure the project invoices reflect the terms of the contract and approved work and expenses to projected vs actual budgets.
  • Automation: Automate the generation, approval and distribution of reconciled invoices.
  • Financial: Get analytics related to financial impact of project work, costs, un-billed revenue and invoices.
  • 360° Project View: Understand project performance, team / resource feedback and the voice of the customer.
  • Forecasting and Trends: Identify trends, explore what-if scenarios, forecast outcomes to prioritise service offerings and skills development and adopt best practices.

Click the button below to arrange a Free Consultation and a Demo. Moreover, if you like what you see in the demo, we can provide you with a Free Trial instance of Microsoft Dyanmics 365 for Project Service Automation so that you can gain more familiarity with the product.

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