Resourceful single system
solution for higher profitability
and employee productivity
MICROSOFT Dynamics 365 for Project Service Automation
Dynamics 365 for Project Service Automation is a robust end-to-end solution that provides a single system of engagement for project sales, resourcing, delivery, and billing teams. In short, Dynamics 365 for Project Service Automation empowers you with everything you need to deliver profitable projects within budget while increasing employee productivity.
KEY FEATURES
Opportunity management
With Dynamics 365 Project Service Automation, you can collaborate in real-time with customers on project scope, quotes, and resource requirements. You can also streamline sales management experience to create project contracts, generate SOWs, and track labour rates and several other parameters.
Project planning
You can view project-based opportunities to help forecast a project's profitability, all through an integrated sales dashboard that makes it easy for your sales manager to visualise cost, effort, and sales value. D365 also comes with high-end project scheduling and management capabilities to aid collaborations.
Resource management
Dynamics 365 for Project Service Automation comes with robust resource optimisation tools and matrices that map resources to projects through a consolidated scheduling engine. It works across all modes of service to simplify the job of project managers and sub-contractors to pre-determine resource forecasting.
Team collaboration
With D365 for Project Service Automation, you can provide your team with productivity tools that are powerful, mobile-ready, and easy-to-use. This enables them to communicate and collaborate better on project deliverables and tasks. The platform also gives project managers real-time status updates and performance indicators.
Easy billing
Simplify the tracking and submission of estimated and billed projects by integrating tasks and deliverables within calendars. Track project and non-project schedules on your resources’ devices through seamless exchange between project calendars. You can also auto-generate invoices and accurately distribute them on the web.
Advanced analytics
With D365’s advanced analytics for Project Service Automation, you can anticipate business opportunities, optimise solution offerings, and generally improve overall business performance. The analytics are accessible through interactive dashboards and data visualisation templates for complete visibility.
VEELEAD Services
CONSULTING
At Veelead, our Dynamics 365 Project Service Automation consultation services are all about making your project servicing reliable, efficient, and fast.
IMPLEMENTING
Our Dynamics 365 Project Service Automation implementation services ensure that the platform works tirelessly to make your operations automated and accurate.
CUSTOMIZATION
With our Dynamics 365 Project Service Automation customization services, we will create a tailor-made platform that is light, easy-to-use, and incredibly brand-aware.
OPTIMIZATION
Our optimization services for Dynamics 365 Project Service Automation include creating bespoke add-on apps that will add to the features you need to succeed.
SUPPORT
Our Dynamics 365 Project Service Automation support and maintenance services will ensure that your system remains responsive and agile for improved customer service.
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