Project Management in Microsoft Dynamics 365, known as Project Service Automation, provides organizations with the tools to deliver billable projects on time and on budget.

Run your project-based business more productively by bringing people, processes, and automation technology together. This Dynamics 365 app provides a single system of customer engagement for project sales, resourcing, delivery, and billing. Project planning tools and templates make it easy for sales managers to collaborate with project managers to estimate and define the work. This ensures the costs, effort, and sales values are clear when the final proposal is submitted. Get the real-time insights you need to prepare for change. Set clear, company-wide business priorities, make decisions fast, and grow profitably.

Agenda

• Estimate, quote, and track and cost contract work
• Plan manage and assign resources
• Enable team collaboration
• Capture time, expense, and progress data for real-time insights and accurate invoicing
• Integrate to your ERP system for financials.
• Management Dashboards for project tracking, and practice management
• Project Management Reporting and BI mobility