Microsoft Dynamics 365 for Project Service Automation
Start with smarter project service automation capabilities
Sale of solutions
Give your business development team a central place to access sales force automation services and social insights that make every conversation relevant and productive. The team can also collaborate on the application in initiatives and proposals using a customer-centric approach.
Project Planning
Make it easy for your sales and project managers to collaborate using available templates. For professional service automation, this application also links to Microsoft Project and its manageability and scheduling capabilities, improving project planning from estimation through completion.
Resource Scheduling
Unify resources and scheduling so your managers assign the best consultants to each project based on their skills, availability and interest. This optimizes your resources in the project service, customer service and field service and increases the satisfaction of your consultants in terms of work.
Mobile Productivity
Give your team access to powerful, easy-to-use mobile apps for iOS, Android, and Windows. With these applications, team members can select projects, hone skills, manage schedules, enter time and expenses, and collaborate with Office 365 anytime, anywhere to increase productivity.
Time + expenses
Simplify time and expense management for your employees. With desktop, web and mobile applications, it's easy to send information, assign it to customers, approve it, and update project status. And configurable process flows ensure that these tasks run smoothly at each step.
Customer billing
Provide project managers with a central place to examine, void, and approve all work costs. They can generate, approve, and distribute customer invoices through email and the Web. Our application works with your financial systems, so compliance is easier to maintain.