Dynamics 365 Project Service Automation simplifies tracking, management and delivery of project-based services, helping you deliver projects on time and within budget.
Providing your project managers and resourcing team with a range of specialised tools, planning, quoting, forecasting and reporting processes will be streamlined, and keeping track of outgoing expenses and incoming revenue will prove easier than ever before.
When integrated with Dynamics 365 Sales, PSA will align seamlessly with your sales processes, and indicators within PSA can assist your sales team in ensuring that projects will remain profitable while meeting your customers’ expectations.
Enhance your reputation and build customer relationships based upon trust.
Save time by promptly assigning the right resources to projects.
Analyse projects with built-in tracking.
All information relating to a project will be stored in a single online location accessible via the PSA app, allowing assigned team members to view conversations, notes, files and meetings, as well as enabling them to log work on personal calendars and track their expenses.
With project managers given the ability to approve time and expenses as projects progress, insights may highlight where re-estimations on delivery time and cost need to be made; this track and record approach ensures the final invoice issued is accurate and in line with client expectations.
Our friendly team would be more than happy to talk you through ways in which Project Service Automation can transform the way your organisation delivers end-to-end projects.