The embedded services operations within these businesses can have unique needs relative to the rest of the organization. Having the ability to quickly build professional services estimates, manage project implementation tasks and deliverables, and integrate billing information with the rest of the client’s contract items are important aspects of maximizing customer satisfaction.
To address these challenges, Microsoft Dynamics 365 Project Service Automation extends the core Dynamics CRM platform to provide a modern and innovative system of engagement for professional services sales, delivery, resourcing, and billing.
Designed specifically to serve the needs of all internal and external constituents within the professional service delivery lifecycle, Project Service Automation provides key functionality that enhances the entire project lifecycle, from opportunity management through project execution and billing.
Available as a cloud based (SaaS) offering, Project Service Automation is easily accessible from any location, and offers a series of cross-platform mobile apps for key features like time and expense management. And because it’s tightly integrated with the Microsoft technologies your firm already uses, including Microsoft Office, SharePoint, Skype for Business, and Power-BI, you can maximize productivity levels and enable deep collaboration across your professional services teams.
|Best-in-class Customer Relationship Management (CRM) capabilities||Put award-winning CRM tools in the hands of your sales and marketing teams to help drive demand for your services and successfully win more business.|
|Innovative unified services model||Manage all customer service touch points and resources in a single application, including assisted service (call center), self-service, field services, and project-based services.|
|Powerful sales and business development functionality||Effectively manage opportunities for professional services sales and build project quotations using up-todate information about resources, roles, billing rates, and deliverables.|
|Flexible project planning capabilities||Address a wide variety of project management requirements through the use of flexible work plans and project scheduling capabilities.|
|Strong project budget controls||Ensure that your professional services projects stay onbudget with real-time budget vs. actual information and the ability to manage budget revisions and change orders.|
|Powerful resource planning and staffing tools||Maximize resource utilization and ensure optimal project staffing practices using built-in resource planning, scheduling, and competency management tools.|
|Simple web-based and mobile time and expense entry||Simplify time and expense entry with a modern webbased time and expense system that supports tablets and phones across platforms and form factors (iOS, Android, and Windows).|
|Configurable services billing engine||Deliver timely and accurate invoices and accelerate cash flow through online invoice reviews, approvals and flexible invoice formatting.|
|Integrated project collaboration and document management||Improve project team communication and collaboration through integrated Microsoft SharePoint sites for managing project documents and calendars, as well as integration with Yammer for social collaboration and Skype for Business for real-time integrated communications.|
|Flexible workflow-driven processes||Configure flexible workflow rules for managing key sales process activities and project execution processes (budget approvals, time and expense approvals, invoice approvals, etc.)|
|Interface with ERP and Finance systems||Easily build interfaces to your ERP and financial management software to integrate key billing and revenue recognition information.|
|Best-in-class BI and Analytics Platform||Take advantage of Microsoft’s latest business intelligence technology, including PowerBI, to put critical reports and analytical information in the hands of your decision makers.|
|Best of the cloud||Realize a low Total Cost of Ownership through Microsoft cloud services, including ongoing system monitoring, upgrades, and support.|
Project Service Automation provides powerful project management capabilities for planning and executing even your most complex professional services projects.
Project Service Automation provides built-in resource management capabilities for ensuring that you have the right resources, with the right capabilities, available at the right time to staff your projects, helping to maximize your services team’s billable utilization.