Microsoft Dynamics 365 Project Service Automation

Deliver profitable projects on time and on budget

Earn customer trust by ensuring project deliverables reflect the terms of the contract, approved work, and expenses. Dynamics 365 for Project Service Automation allows you to deliver profitable projects on time and on budget while improving overall employee productivity.

Microsoft Dynamics 365 Project Service Automation

BENEFITS – Dynamics 365 PSA

PROJECT MANAGEMENT ACCURACY

Ensure the project invoices reflect the terms of the contract and approved work and expenses to projected vs actual budgets.

RationaliZE RESOURCE MANAGEMENT

View and filter resources based on skill and availability to ensure you have the right people on the right projects at the right time.

INCREASE YOUR BILLABLE HOURS

Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real‑time dashboards.

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CAPABILITIES – Dynamics 365 PSA

Microsoft Dynamics 365 Project Service Automation ressources optimisées

Optimized resource management

Streamline scheduling with intelligent and relevant skills-based assignments and real-time visibility to resources using a unified scheduling engine. Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real‑time dashboards.

Microsoft Dynamics 365 Project Service Automation prévoir rentabilité des projets

Forecast project profitability

Prioritize deals based on a unified sales management dashboard that brings together product and project‑based opportunities. Engage directly with customers on quotes, project scope, and resource requirements through a secure portal. Ensure seamless sales collaboration by creating project contracts, tracking labor rates, and generating statements of work directly within Dynamics 365 Sales.

Microsoft Dynamics 365 Project Service Automation augmenter la productivité

Increase productivity

Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications. Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery. Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.

FEATURES – Dynamics 365 PSA

SMAC

Incorporate Social, Mobile, Analytics and Cloud (SMAC) experiences and technologies to enable timely and relevant communication and collaboration.

INTELLIGENT RESOURCE PLANNING

Optimize resource alignment through a consolidated scheduling engine across all modes of service..

GREATER AGILITY

Critical KPIs allowing managers to respond quickly to scope changes, mitigate risk while ensuring consistent and profitable service delivery.

automatiON

Automate the generation, approval and distribution of reconciled invoices in email and on the web.

PREDICTABLE RESULTS

Visual project planning (cost, sales information…) for credible “estimate to completion” planning and financial integrity.

CUSTOMER SERVICE

Leverage new managed services offering as part of the customer journey.

360° PROJECT VIEW

Understand project performance, team and resource feedback and the voice of the customer to ensure an on-time and on-budget delivery model.

What’s inside…

Présentation Project Service Automation

Présentation Project Service Automation

Présentation Project Service Automation

Présentation Project Service Automation

Présentation Project Service Automation

Présentation Project Service Automation

Présentation Project Service Automation

PRODWARE ACCELERATORS

Meeting notes

Meeting notes is an intuitive solution designed to foster collaboration in the workplace. Meeting Notes is ideal when several teams within the same organization are all serving the same customer. Meeting Notes is a single and unified information management/sharing hub for a single customer. You could lookup, store, and find all the information related to the whole history of interactions with a given customer.

Why choose Prodware?

We have been around for 30 years and have acquired the expertise and experience in helping businesses drive transformation projects. We develop and deploy industry-specific solutions based on Microsoft technology. Our expertise in disruptive technologies and innovation help us provide the solutions and services you need to meet the challenges of your industry while gaining that sustainable competitive edge for your business.

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