Run outstanding projects, delight your customers and constantly improve
Microsoft Dynamics 365 for Project Service Automation helps you plan, manage and report on projects from one central location.
Manage sales opportunities
- Capture opportunities and make sure the right people act on them
- Create accurate estimates by bringing sales and project teams together
- Asses the profitability of opportunities with detailed estimating features
- Create contracts without leaving the system
Build solid project plans
- Use project templates to get projects up and running quickly
- Plan resource use
- Break projects down to task level
- Integrate with Microsoft Project to easily build projects from individual tasks
Manage your resources
- See resource availability in real time
- Match the right people to the right tasks based on their skills
- Collaborate throughout your organisation
Run your project
- Project teams and customers can collaborate using document sharing and discussion areas
- Track time spent against estimates
- Enter time and expenses easily wherever you are using mobile, web and Outlook apps
- Monitor progress and re-assign jobs easily
Produce reliable invoices
- Simple, accurate invoices as all data is in one place
- Track items events which affect profitability
- Revenue
- Accruals
- Expenses
Analyse and learn
- View real time, interactive dashboards
- Track schedules
- Make sure costs are on target
- Check resource use
- Make sure milestones are hit
- At a glance see important business indicators like profit, time taken, resource usage and efficiency
- Improve accuracy of estimation for future projects
