Customer facing projects are not just about resources, tasks, and Gantt charts. They’re about connecting with your customer and setting the right expectations to ensure success. With Dynamics 365 for Project Service Automation, you can create a service story that spans project lifecycles, maximises your employees’ efficiency and exceeds customer expectations.
Dynamics 365 for Project Service is a solution combining Microsoft’s much-loved Project with Dynamics 365 to help your project teams manage everything within a single system from quote to invoice. From account managers to project and resource managers, Dynamics 365 for Project Service Automation helps you streamline your processes, better align sales and delivery teams, and get better visibility into capabilities and key metrics.
Field Service Overview
Features & Benefits
Timesheets & Expenses Track your team’s progress against project tasks with timesheet and expense management
Plan projects effectivelyVisualise accurate cost, effort, revenue and achieve predictable project planning which includes native Microsoft Project integration
Detailed Reporting Provide project managers with intuitive dashboards to review, monitor and approve all costs and time to impact their projects
Streamline schedulingEnable intelligent and relevant skills-based assignments with real-time visibility to resources using a unified scheduling engine
Increase billable hoursAccurately measure utilisation and make intelligent decisions to get the most of billable resources by using real-time dashboards
Contractor & sub-contractor portal Allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects
Simplify the contract process Ensure seamless sales collaboration by creating project contracts, labour rates and generating statements of work directly within Dynamics 365 for Sales
Elevate collaborationFoster collaboration across project teams using audio, video and document management with deep-level integration with Office 365 applications
Manage with agility Target product and promotion by category, channel, season, loyalty and tier to impact revenue
Maximise business impact Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery
EXTENDING DYNAMICS 365
One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.
View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English -- so no need to rely on IT or build complex queries.
Allow your customers, partners, and employees to self-serve with beautiful web portals, fully integrated to CRM. And, best of all, a web portal is included within most Dynamics 365 subscriptions free of charge.
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
Extend and connect
Dynamics 365 is highly extensible, helping you automate business processes across other Microsoft products and 100's of other third party systems for a unified experience.
Invest with confidence
Microsoft's cloud is one of the world's most trusted clouds. Reduce the cost and complexity of operating on-premises or hosted infrastructure by relying on state-of-the-art data centres to safeguard data.
Microsoft's continual investment in Dynamics 365 and aggressive release cycle means you can be reassured of a future-proofed platform that allows you to take advantage of the latest cutting-edge technologies such as Artificial Intelligence.
How we Help
We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.
As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.