Run your project-based business more productively and profitably using Dynamics 365 for Project Service Automation. It helps you successfully manage your projects—and satisfy your clients.
Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.
Make it easy for your 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, to improve your project planning from estimation to completion.
Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.
Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.
Give your project managers 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. And staying compliant is easier because our app works with your financial systems.
Combing Microsoft powered technology with the Total Selling Organization methodology enables your sales strategies and accelerates sales performance.