Our highly skilled team of Microsoft Dynamics 365 Consultants have successfully deployed Project Service Automation for 100’s businesses across the UK and have a vast experience of tailoring the solution for all businesses types.
Manage and deliver projects on time and on budget every time
Empower employees to work efficiently using automation and collaboration tools
Use the real-time insights to make the necessary changes that will boost profitability
Microsoft Dynamics 365 Project Operations is a new offering from Microsoft which combines the best of breed components from the following three existing applications:
By combining the best components from these three existing products and building the new solution on the Common Data Service, Microsoft have created a complete offering for professional services organisations which can truly manage projects from end to end. By combining the advanced sales and delivery capabilities of PSA with the accurate project accounting functionality of Finance and the intuitive planning and management tools of Project, Project Operations promises to be an excellent platform to grow your consultancy business.
Most of the functionality within Project Operations will be familiar to existing Project Service Automation users, but with the added benefit of more advanced project planning tools, including a Gantt chart and drag and drop project planning, as well as advanced accounting functionality provided by the finance module.
There is a migration path provided by Microsoft to transition from PSA to Project Operations, with customers having up to 4 years to make the transition.
The Dual Write functionality of Microsoft’s Power Platform ensures that data is seamlessly integrated between your operational and financial systems, making sure data is processed in the best tool for each job.
Built-in tools help users to produce accurate cost, effort and revenue figures. These figures enable managers to design achievable, efficient projects. By ensuring that project deliverables reflect the terms of the contract, businesses will earn customers’ trust. Managers will be able to review and monitor all costs and timings within intuitive dashboards to make sure projects stay on schedule and are delivered successfully and on time.
Using a unified scheduling engine, Project Operations assigns tasks intelligently on the basis of agents’ skill, location and resource availability. The schedules appear on real-time dashboards giving managers high visibility into where their resources are allocated and how to make the most of them whilst also providing resources with the relevant details, they need to do a great job.
Within PSA the unified sales management dashboard brings together product and project-based opportunities and advises users on which deals to prioritise. The data allows users to highlight at risk deals and identify the predicted profitability of deals, calculated using cost, effort and revenue figures.
By using a portal, users can engage directly with customers and project stakeholders during the planning and enactment phase. Tools like Microsoft Teams are also favoured to collaborate and communicate throughout projects.
Intuitive time submission options ensure that project resources are never late. Users can submit, approve, and reconcile both time and expenses from anywhere using the dedicated Dynamics 365 mobile application for Android and IOS devices. The high accessibility means that agents can respond quickly to project changes. They can spot and target risks by tracking the key performance indicators displayed in the dashboard.
Customer Satisfaction: With various means of communication and accurate forecasting, Project Operations allows agents to provide customers with up to date cost and timing information. The customers can be kept in the loop throughout the implementation process and consulted on any changes. The management and forecasting tools ensure that your projects will be finished on time and to a high standard.
Empower Users: Project resources can access Project Operations from within a browser and on a mobile device, giving them the flexibility they need to do their job well. Resources also have their own individual profiles which they can amend by add their skills which aids managers to select the jobs that they want. With the scheduling tools they know they can understand all the high level details they need to know before commencing a project.
Save Resources: The scheduling and resource management capabilities give real-time transparency into resource supply and allocation. Managers will immediately know which resources are available and decide how best to utilise them and forecasting can intelligently predict when resources will be in demand, cutting down on waste and increasing efficiency.
Integration with Sales allows seamless collaboration on project contracts, labour rates and statements of work.
Integration with the Customer Service application allows projects to not only be successfully delivered; but also supported to the same high standard upon completion.
Project Operations has simple access to communication and collaboration tools, with the audio, video and document management capabilities of Office 365.
Survey insights let agents act on customer feedback and improve project provision.
|License Type||Description||Cost user/month|
|Dynamics 365 Project Service Automation Enterprise||PSA can qualify as an attach licence, but not a base. This licence is designed for professionals who need to manage projects and the associated processes from end-to-end.||£71.60|
|License Type||Description||Cost tenant/month|
|Dynamics 365 Team Member||This licence allows read access to data generated from the Dynamics 365 applications, but it also allows participation in a limited set of scenarios across the applications.
Team Members can:
– Update personal employee information
Note: Team Members are allowed access to a maximum of 15 custom entities.
|Dynamics 365 Sales/Customer Service/Field Service Enterprise Attach||A highly reduced full licence only available to users who already have a qualifying base licence e.g. Sales Enterprise. This licence is applicable to employees that may be tied to two or more business functions.||£15.10|
Stat source: Microsoft Whitepaper