Dynamics 365 Project
Service Automation
CRM – Customer Loyalty
Deliver profitable projects within
the deadline and the budget
Build trusting relationships with customers,
providing amazing project experiences.
Plan projects and schedule your team’s work through templates, where costs, working time and sales are recorded.
Simplify the link between suppliers, project customers and resources to respond to demand and manage resource allocation.
Establish through panels that project open opportunities and measure the percentage of profitability and viability of doing business.
Automate the management, approval and distribution of invoices, issued in an agreement with the contractor, allowing for a correct integration with the finance department.
Make it simple, effective and efficient to manage the estimated time and time billed in the project, integrating the tasks and delivery of the work / product or service in the calendars provided by dynamics 365.
Provide your project teams and customers with efficient and easy-to-use mobile office productivity tools to improve communication and collaboration between both parties.
Ensure integration with your financial back-office system, ie navigation, dynamics and more, for comprehensive analysis of profitability, revenue and expenses across organizations, enabling a solid reporting foundation.
Manage projects with
greater confidence
Dynamics 365 Project Service Automation features.
Automate your projects and resources
Predict project profitability
Gain visibility into project-based opportunities
Prioritize deals based on a unified sales management dashboard, which groups opportunities based on products and projects.
Simplify the recruitment process
Ensure fully integrated sales collaboration by creating project contracts, monitoring labor rates and generating job descriptions directly in Dynamics 365 for project service automation.
Collaborate with customers
Interact directly with customers about proposals, project scope, and resource needs through a secure portal.
Increase productivity
Raise the level of collaboration
Promote collaboration between project teams managing audio, video and documents through integration with Office 365 applications.
Simplified management
Respond quickly to changes in project scope and risks by managing key KPIs, ensuring profitable service delivery.
Simplify time and expense management
Submit, approve, process and combine hours and expenses with anytime and anytime place to bill customers in day.
