Microsoft Dynamics 365 for Project Service Automation

Greater control for greater profits

Take control of every project

Dynamics 365 for Project Service Automation gives you connected and responsive project resourcing, tracking and billing. So, let’s imagine your customer has signed the contracts and everyone’s happy – then service planning and delivery hitches begin to undo all the good work. The more complex the project, the more difficult it is to manage all the elements successfully.

Keeping track of vital information is almost impossible when it’s held by multiple unconnected teams and individuals. This cloud-based system stores data, information and processes in one place for all stakeholders to access. This ensures project planning, delivery, resourcing, billing and tracking is always co-ordinated and delivered right first-time, on-time.

Protect your profit margins

“How can we create an achievable project schedule with a healthy profit margin?”

Scope and define complex projects accurately to keep costings both competitive and profitable. Accuracy is further improved because Sales and Project Managers can easily collaborate on estimates using our templates. This application also connects with Microsoft Project, enhancing your planning capabilities through to completion.

The right teams get the right results

“Will our consultants be used consistently, with an opportunity to develop their skills?”

See who’s available and exactly what skills and strengths they have. That way you can always allocate the best possible team to the job. In turn, this helps you keep your people happy and motivated. By appointing consultants who have the most relevant interests and skillsets, you will be increasing their job enjoyment and fulfilment.

Control your costs

“Can we make timely, accurate project investment decisions based on the latest information?”

Keep an accurate record in one place of everyone’s work time and costs. Management reports and dashboards show a snapshot at any moment, helping you to keep costs under control and meet agreed budgets. Flexible process plans ensure that tasks go smoothly and all the important information is recorded at every stage.

Clearer invoicing

“Will this eliminate irritating slips with client billing?”

Inaccurate and confusing billing causes frustration and affects customer satisfaction. With Dynamics 365, that’s a thing of the past. Single source resource tracking means invoices and time-sheets are accurate and easy to understand. Storing them in one place makes it easier for everyone to review against the project estimates.

Keep your projects on track

“So how can this help us stick to deadlines?”

Track project schedules with ease, making sure costs, resources and timings are on target. With clear, real-time dashboards, you can identify potential issues in advance and take action to keep things on track. Accurate performance metrics, covering every aspect of the project, improve your efficiency, collaboration and profitability.

Microsoft Dynamics 365

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For further information to help you find the right digital solutions for your business, contact our Microsoft Dynamics 365 team today.

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