Time and Expenses, Customer Billing, Team Collaboration: CRM PSA

Need more ways to give your customers positive project experiences that will keep them coming back? Get them with project service capabilties in Microsoft Dynamics CRM. Project service gives you one place to set up, track, and manage team members and team activities. Share conversations, calendars, documents, and notes with rich collaboration features.

Quickly enter time and expenses in calendar or grid views. Visually assess and adjust progress status, progress, and resource consumption. With the customer portal, your customers will always know where things stand, that the project contract is being met , and that invoices are accurate. Project service helps you deliver on-time, on-budget projects, every time.

In this demo, we’ll see how the Project Manager and Team Members deliver to their customers with Project Services Automation(PSA) capabilities in Dynamics CRM.

 

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