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Dynamics 365 for Project Service Automation

Enables project-based organizations to deliver every customer engagement on-time and within-budget

Cultivate trusted customer relationships using a predictable customer-responsive engagement model to deliver consistently value-add successful projects. Balance resource utilisation and increase productivity across projects and programs while fostering team coordination, collaboration, and personal creativity. Prioritise innovations in service offerings based on actionable insights and industry trends by fostering a culture of making informed and timely investments.

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 labor rates and generate SOWs. Collaborate realtime with customers on the quotes, project scope and resource requirements through customer portals.

opportunity management

Project Planning

Project Planning

Make it easy for sales manager to visualise cost, effort, and sales value with project managers to estimate and define the work using standard project templates. Use robust project scheduling and management capabilities of Microsoft Project to complement the collaborative sales planning process.

Resource Management

Optimise resource assignment through a consolidated scheduling engine across all modes of service to ensure right people on the right projects. 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.

Resource Management

Team collaboration

Team Collaboration

Provide powerful, easy-to-use, mobile-ready Office 365 productivity tools for project teams, customers, and partners to communicate and collaborate on project deliverables and tasks. Empower project managers by providing real-time status and performance indicators to mitigate project risks.

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 their device or app of choice through integration between exchange and project calendars.

Time management

Customer Billing

Customer Billing

Provide project managers and customers a one-stop-shop 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, optimise solution offerings, and improve business performance through robust analytics, interactive dashboards, role-base templates, and data visualisation for 360 degrees visibility to project and portfolio metrics like resource utilisation and practice profitability.

Service Analytics