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Overview

Dynamics 365 for Project Service Automation is designed specifically for project-based organizations that need to capture all elements of a project from a single unified platform. Bringing people, processes and technology together, the solution empowers team members to collaborate more efficiently across all stages of the customer journey and within the enterprise. This enables them to predict and prevent potential issues, and ensure smooth project completion within time and budget.

Deliver personalized and profitable customer experience

Team collaboration

Provide powerful, easy-to-use, mobile-ready Office 365 productivity tools for Project teams and customers to communicate and collaborate. Enable Office groups to access documents and monitor status on project deliverables. Empower project managers by providing real-time status updates for risk management.

Customer billing

Provide Project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Ensure the Project invoices reflect the terms of the contract and the approved work and expenses and customers have visibility to projected vs. actuals budget. Automate generation, approval and distribution of accurate and reconciled invoices in email and on the web. Enable integration with best-in-class back-office applications for financials.

Analytics and Integration

Empower management to embrace change with a unified system with 360 visibility to project and portfolio metrics through robust analytics and interactive dashboards providing proactive insights like Resource utilization across the organization. Ensure integration with back-office financial systems for profitability, revenues, accruals, and inter-organization expenditure tracking by enabling a strong basis for reporting, integration, and analytics.

Benefits

Deepen engagement

Build trusted customer relationships by developing credibility and increasing customer confidence using a predictable customer responsive engagement model to deliver consistently value-add successful projects.

Empower teams

Balance resource utilization and increase productivity across projects and programs while fostering team coordination, collaboration, and personal creativity.

Optimize growth

Prioritize, innovate and invest in service offerings based on actionable insights that anticipate rapidly changing industry trends, customer needs, technology landscape and everything-as-a-service enablers.

Some of our customers

Resources

Learn more about Dynamics 365 for Project service automation by downloading our resources.

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