Microsoft Dynamics 365 for Project Service Automation
Real-time reports, AI-enabled forecasts, and BI-enabled estimates can help you take your project management to the next level.
Profit from your projects
Businesses can optimise project management, resource allocation, & profitability using Microsoft Dynamics 365 for Project Service Automation. It streamlines project lifecycles from conception to delivery with thorough planning tools, real-time insights, & intelligent analytics. Maximise profits and customer pleasure by increasing productivity through automated procedures, effective scheduling, and collaboration solutions. Utilise Dynamics 365 to help your projects succeed and be profitable to get a competitive edge
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Manage projects with confidence
Earn customer trust
Ensure that project deliverables comply with the agreement and the approved work to gain the trust of your customers. To ensure responsibility, track costs openly
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Plan for success
Using precise cost and effort visualisations, build a plan for success. For consistent project delivery, use reliable project planning technologies, such as seamless integration with Microsoft Project.
Manage with precision
Manage precisely using user-friendly dashboards that give project managers the ability to evaluate, track, and approve all project-related expenses and time, assuring effective and well-managed execution. Maintain a competitive edge in project management and provide excellent outcomes
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Optimise your resources
Streamline scheduling
Utilise a single scheduling engine to simplify scheduling. Make assignments that are wise and skill-based, ensuring real-time visibility to resources available and increasing efficiency.
Increase billable hours
With accurate utilisation metrics, raise the number of billable hours. Maximise the productivity of billable resources by using real-time dashboards to get insights and make wise decisions.
Empower service professionals
Give service workers the ability to update their competence profiles and submit direct applications for appropriate projects. Increase cooperation and alignment of expertise.
Forecast project profitability
The profitability of a project can be predicted using robust analytics and reporting. Analyse project finances thoroughly to guide choices and boost overall profitability. Resource optimization for your business gains strategic value with Dynamics 365.
Gain visibility on project-based opportunities
Use a single sales management dashboard that integrates product and project-based possibilities to prioritise deals. Make wise choices to concentrate on initiatives with high value.
Collaborate with customers
Utilise a secure site to collaborate with customers effectively. Engage directly in discussions about quotes, project scope, & resource needs to promote open and effective communication.
Simplify the contract process
Create project contracts within Dynamics 365 for Sales to streamline the contracting procedure. Track labour rates and produce statements of work with ease to ensure effective sales teamwork.
Increase productivity
Elevate collaboration
Integrate Office 365 applications to improve cooperation. Use audio, video, & document management to streamline communication across project teams and promote effective teamwork.
Manage with agility
Tracking important key performance indicators will help manage agility. Take prompt action in response to project risks and scope changes to ensure profitable service delivery.
Simplify time and expense management
Streamline the procedures for managing time and expenses
Provide anytime, anywhere access to convenient time and expense input, approval, processing, and reconciliation, resulting in prompt and accurate client invoicing.
Innovate with a modern and adaptable platform
Adapt quickly
Building and deploying web and mobile apps with no-code visual editors & tools allows for quick adaptation. Improve speed to market while modifying the application to your unique requirements.
Unify your service environment
By automating procedures across Dynamics 365 applications and outside systems, you can unify your service environment. For your customers, provide seamless service engagement experiences.
Invest with confidence
Invest in the Microsoft cloud platform with confidence to cut down on operating costs and complexity. Trust cutting-edge data centres to protect your sensitive information and maintain compliance.
Drive innovation
Utilise artificial intelligence to get profound insights and spur innovation. Transform customer interactions and empower your teams with AI-driven coaching that will point them in the correct direction for business goals.
Dynamics 365 for Project Operations Benefits
Trust Building Through Engagement
Unify clients, teams, and management on a single platform for communications, encouraging smooth and open collaboration over the course of a project.
Empowered & Informed Team
Give your team access to real-time project updates and useful insights. Making educated decisions is made possible with Microsoft Teams integration and predictions and projections supported by BI.
Optimised for Growth
Work as a team and keep a careful eye on all resources and projects. Make sure resource allocation supports corporate goals and promotes steady, long-term growth.
Opportunity Management
Increase business opportunities by identifying potential leads while working on projects and smoothly transferring them to your sales team for additional investigation.
Cloud-Enabled Services
Utilise the Azure cloud's strength to enable the flexibility of remote work. Your teams may work together at any time and from any place, increasing productivity.
Profit on Every Project
Maintain strict project profitability monitoring. Accurate projections made possible by artificial intelligence (AI) ensure that projects are completed within the allotted time and financial restrictions, increasing profitability.
Rich reporting and Power Apps capabilities
With other Dynamics 365 applications, such as Sales, you may access comprehensive sales management and insights. Additionally, with little to no coding, design custom apps using Microsoft Power Apps that are suited to your particular business needs.
Manage projects with confidence
Earn customer trust
Ensure project deliverables reflect the terms of the contract, approved work, and expenses.
Plan for success
Visualize accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.
Manage with precision
Provide project managers with intuitive dashboards to review, monitor, and approve all costs and time impacting their projects.
Optimize your resources
Streamline scheduling
Enable intelligent and relevant skills-based assignments with real-time visibility to resources using a unified scheduling engine.
Increase billable hours
Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real-time dashboards.
Empower service professionals
Allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects.
Forecast project profitability
Gain visibility on project-based opportunities
Prioritize deals based on a unified sales management dashboard that brings together product and project-based opportunities.
Collaborate with customers
Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.
Simplify the contract process
Ensure seamless sales collaboration by creating project contracts, tracking labor rates, and generating statements of work directly within Dynamics 365 for Sales.
Increase productivity
Elevate collaboration
Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications.
Manage with agility
Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.
Simplify time and expense management
Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.
Innovate with a modern and adaptable platform
Adapt quickly
Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.
Unify your service environment
Automate processes across Dynamics 365 applications and third-party systems for better service engagement experiences.
Invest with confidence
Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust our state-of-the-art datacenters to safeguard your data..
Drive innovation
Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.
Dynamics 365 for Project Operations Benefits
Trust Building Through Engagement
Bring your customers, teams and management on one integrated communications platform for seamless communication.
Empowered & Informed Team
Your team is always aware of project progress, and future deadlocks with BI backed predictions, forecasts and integrated Microsoft Teams.
Optimized for Growth
Your business works as a unified unit with a close watch on every resource and every project ensuring consistent growth.
Opportunity Management
When your team is working on a project, they come across the client with several other needs. These leads can be further shared with your sales team for further opportunities.
Cloud-Enabled Services
Your teams can work from any place, at any time, using mobile devices on Azure cloud.
Profit on Every Project
Every project and resource is monitored closely for profitability. The AI-enabled forecasts predict an accurate estimate and ensure that the project finishes within the projected estimates of time and effort.
Rich reporting and Power Apps capabilities
You can use additional Dynamics 365 applications such as Sales to get in-depth Sales management and insights or create your own custom apps using Microsoft Power Apps with little or no coding required.