Microsoft Dynamics for Project Service Automation enables you to run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.
- Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations.
- Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships.
- Get the real-time insights you need to prepare for change. Set clear, company wide business priorities, make decisions fast, and grow profitably.
Why use Project Service Automation?
Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights.
Make every customer conversation relevant and productive using a client-centric approach to finalise project scope and statements of work.
Make it easy for your sales and project managers to collaborate on estimates using templates.
For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling.
Optimise your resources across project service, customer service, and field service – and increase your consultants’ job satisfaction.
Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows.
With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.
Time and expenses
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps.
Automation technology assists configurable process flows that ensure tasks go smoothly at every step.
Use real-time analytics to go from being reactive to proactive.
Make it easier to identify actionable trends across your organisation – from financials to operations to compliance to KPIs – using custom dashboards and scoreboards.