Project Service Automation – Key Features

 
Profit from your projects using Microsoft Dynamics 365 for Project Service Automation.  Some of the functionality to help you do this includes:
 
PSA2.JPGProject planning: from estimation to completion
Make it easy for sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength.
 
Resource scheduling: optimise resources across teams
Optimise resources across project service, customer service, and field service. Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills and availability.
 
Mobile productivity: increase productivity
Give teams access to powerful mobile apps for iOS, Android, and Windows. Team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere.
 
Time and expenses: simple submission
Simplify time and expense management for employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. Configurable process flows ensure these tasks go smoothly at every step.
 
Customer billing: job costing and invoicing made easy
Using Dynamics 365, project managers have one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web.
 
Solution Selling: a client-centric approach
Dynamics 365 gives your business development team a single place to access the information they need to make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.
 
Want to learn more? Contact us today >
 

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