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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 together. We can’t stress the automation factor enough. Throughout the entire system Microsoft has strategically placed single click automation options. Turn complex processes into effortless ones, increase your efficiency, plan and track with greater accuracy. Want to quickly generate project estimates for your sales team? No problem. Enter your time for the week by automatically converting your scheduled tasks into time entry records? No problem again. “That’s all fine and dandy, but what about if there’s a hiccup in my project and I need to reschedule 2 months worth of activities for my resources?” No problem! Push the delivery date of your delayed WBS and all your ducks automatically fall in line, including resource scheduling.

The Project Service Automation app for Microsoft Dynamics 365 provides a single system for customer engagement, project sales, resourcing, delivery, and billing. The 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. Whether your project process is straightforward or complex Project Service Automation has it all, with the freedom to make it your own. Join myself, Jacob Steinfeld, and the Vox ISM team at Microsoft Canada HQ to learn more.

Project Service Automation Agenda

  • Project Sales, Estimates and Quotes
  • Planning your project
  • Manage and assign resources
  • Tracking project costs and billing
  • Enable team collaboration
  • Capture time, expense, and progress data for real-time insights and accurate invoicing
  • Management Dashboards for project tracking, and practice management
  • Integrate to your ERP system for financials.
  • Project Management Reporting and BI mobility

To get a first look at what we’re presenting take a look at this video from Microsoft: Project Service Automation for Microsoft Dynamics 365


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