Microsoft Dynamics 365 for Project Service Automation is one of the leading Cloud based Project Management solutions. The Project Service Automation Application extends Microsoft Dynamics 365 to provide an end-to-end solution that helps your sales and delivery teams to engage with customers and deliver projects on time and within budget.Get in touch to discover more
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
– Use Business Process Flows to formalise the building, delivery and activities of a project – Project templates can also be used to ensure standardisation of – Set multiple resource rates based on roles – Set charge categories (Billable vs. Non-billable) – Develop you Work Breakdown Structure within the solution – Manage your Gantt charts – Cross project resource forecasting, utilisation, and availability – Project and resource reports, dashboards, and charts
Track time and expenses using both the mobile or desktop application to keep budgets tight and projects on track with the inbuilt project tracking tools. To enhance the final outcome project managers can give named employees the chance to apply for specific roles within any given project to form the best teams. Once you appoint your resource you can track performance of each project member and even track their location if they are working off site. And after the project has been completed you can even setup invoicing direct from the application itself.
Microsoft Dynamics 365 for Project Service Automation has the power to manage your entire project process including customer engagement, sales, resourcing, delivery and billing all on one platform. From intelligent resource scheduling that is automated to match resource based on relevant skills to managing a complex project from start to finish. Microsoft Dynamics 365 for Project Service Automation gives Project Managers transparency and financial control of every project, enabling them to view real time project profitability, create contact and easily generate statements of work using the useful suite of inbuilt project planning tools such as Gantt charts, budgets and timelines.
Project-based contracts relate quotes and orders to project plans, financial estimates, resource pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.
Project Resources can record their time and expenses for multiple projects. This can be done via the PSA App while onsite or through the PSA Hub online. Project Managers can easily approve time entries and expenses whilst having a live view of how those entries effect costs and expenditure to the Project through the dashboards.
Project invoices reflect the terms of the contract including the approved work and expenses. The financial impact of project work, including costs, un-billed revenue, and invoices, are recorded for use in analytics and integration into financial systems. Project Managers often rely on an array of software tools to build, track and manage the delivery life cycle of their projects. One key part of this is the first step after finalising the project details is to create your Work Breakdown Structure (WBS). One of the most popular tools Project Managers use for this is Microsoft Project which allows you to build your WBS into a project plan where you can assign dependencies, resources, durations, and dates. Microsoft Dynamics 365 Project Service Automation offers a more robust end-end solution that also links the project to the Opportunity and Quote seamlessly creating project timelines based on your WBS.
With Microsoft Dynamics 365 Project Service Automation you can use Microsoft’s Power BI data visualisation, analytics, and reporting tool to help create fully interactive dashboards with real time data, fully available on your mobile device for when you’re on-the-go. This application also provides a flexible integration framework that can be used to interface any of the above data or processes with your financial management systems, human capital management systems, or other best-of-breed or legacy software systems.
Stat source: Microsoft Whitepaper 2017
Any successful Microsoft Dynamics 365 project involves a large amount of resource and planning and c...Read More