The ability to complete projects successfully decides your organization’s reputation in the market. The success of a project, in turn, depends on the Triple Constraint- time, cost and scope. Microsoft Dynamics 365 for Project Service Automation helps you to effectively manage the first two constraints. It is an end-to-end solution that provides a single system of customer engagement for project sales, resourcing, delivery and billing. It delivers an 'out of the box' experience with Microsoft productivity apps and machine learning capabilities on the device of choice empowering you to deliver personalized, predictable and profitable customer experiences.
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 labour rates and generate SOWs. Collaborate real time with customers on the quotes, project scope and resource requirements through customer portals.
Project Planning- Make it easy for sales manager to collaborate with project managers on cost, effort, and sales value to estimate and define the work using standard project templates. Project scheduling and management capabilities of Microsoft Project help you to complement the collaborative sales planning process.
Resource Management- Assign the right people to the right projects through a consolidated scheduling engine across all modes of service. Simplify engagement across project managers, resource managers and sub-contractors to forecast demand, talent management and resource allocation. Empower consultants to apply directly for relevant project roles, and update skills through mobile devices.
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 your device or app of choice through integration between exchange and project calendars.
Customer Billing- Provide project managers and customers a holistic 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.
Service Analytics- Anticipate business opportunities, optimize solution offerings, and improve business performance through robust analytics, interactive dashboards, role-base templates, and data visualization for 360 visibility to project and portfolio metrics like resource utilization and practice profitability.