Dynamics 365 Project Service Automation

delivering outstanding project experiences

Microsoft Dynamics 365 Project Service Automation (PSA) is a cloud-based end-to-end project management solution empowering sales and delivery teams to manage projects on time and within budget.

Dynamics 365 for Project Service Automation enables businesses to create a project plan, estimate, generate quotes and schedule resources. It also lets you monitor time and expenses, approve project tasks, enable team collaboration, and monitor the performance of key projects and resources.

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The key features of Microsoft Dynamics for Marketing are:
  • Project Planning & Management
  • Resource Allocation & Scheduling
  • Time, Expense & Profitability
  • Project Billing

Project Planning & Management
Dynamics 365 PSA enables businesses to successfully Plan and deliver projects using a predictable and customer-centric service delivery model. Quickly create new project records, create estimates, quotes, and contracts using project templates. Allow your team to effectively plan and execute each phase of the work. Provide an intuitive dashboard for managers to review, monitor, and approve all costs and time impacting their projects.

Resource Allocation & Scheduling
Ensure the project’s success by aligning the right resources to the right projects at the right time. Identify the right people for the job based on their roles, skills, qualifications, availability, and certifications. Empower your teams to update their skills and apply directly to the projects. Optimize resource utilization by reviewing individual booking capacities. Accurately measure resource utilization on real-time and make intelligent decisions to get the most out of billable resources.
Time, Expense & Profitability
Allow teams to easily record time and expenses for each project assigned to them via the web, and mobile apps. Enable team managers to quickly and easily approve items. Team members can collaborate internally using audio, video, and document management with integration to Office 365 workspace created for their project. Enable revenue recognition for projects with varying engagement models like Time and Material, Fixed Price, Fixed Monthly, etc. and automatically post to achieve better cash flow and smart financial decisions.

Project Billing
Bill on a time and materials basis and use project invoice frequencies to determine when and how your customers are billed. Set up invoice frequencies for each billing period you plan to use, such as monthly, weekly or on specific days or bill project work as a fixed price with billing milestones that spread costs in fixed instalments for the value of each contract line.

Easily record and analyses all the project related financial data (project costs, unbilled revenue, and invoices) through business analytics or financial management systems.

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