PPM data warehouseDynamics 365: The best of both worlds

Microsoft Dynamics 365 is a world-class solution for businesses looking for both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications. Dynamics 365 is completely cloud-based, with applications that integrate seamlessly with each other to address areas such as:

  • Project Service Automation (PSA)
  • Customer Service
  • Sales
  • Finances
  • Operations
  • Field Service
  • Marketing

Organizations can choose which applications they need, tailoring their platforms to their unique business environments. With the right CRM and ERP solutions in place, businesses can increase productivity and make insightful decisions – all while retaining the flexibility to evolve with growth and market changes.

PSA: The answer for managing your Digital Transformation.

For professional services organizations, Microsoft created a PSA solution for Dynamics 365. The PSA platform is an end-to-end solution that provides project-based organizations a single system of engagement for:

  • Sales
  • Project Planning
  • Resource Allocation
  • Mobile Networking
  • Time and Expense Entry
  • Customer Billing

PSA has been designed to help organizations deepen their level of engagement with clients through improved project delivery timeliness, improved budgeting, and enhanced productivity.

Dynamics 365 for PSA can help your organization:

  • Estimate, quote, and contract work. Accurately estimate quotes and timelines with proper pricing based on contracts and standard costs in global environments.
  • Schedule and assign resources based on availability and skill sets. Ensure that the right resources are on the right projects, keep resources’ utilization high, and interpret resource trends to meet future demands.
  • Collaborate efficiently, as a team. In-app collaboration is streamlined with Office 365. Team members can use a mobile app to log in anywhere, at any time, to select projects, control schedules, and work together on proposals and quotes.
  • Capture time, expense, and progress data. With desktop, web, and mobile apps, team members can input data real-time. Configurable process flows also guarantee that everyone knows what is going on.
  • Maintain financial compliance. Dynamics 365 for PSA can integrate with your financial systems to maintain your compliance with rules, regulations, and laws.

Dynamics 365, Project service automation

Projility offers expert support and guidance.

PSA is a comprehensive solution for project management and execution across all industries. With Projility’s domain knowledge and technical expertise in Microsoft Project Management solutions, we offer the expert support and guidance for successful PSA implementations. Projility has a track record of being on time, on budget, and within scope 98% of the time. Our expertise in working with over 200 enterprise clients spans industries from manufacturing and biotechnology to finance and communications. We understand that every issue impacts the entire project lifecycle and solutions must be nimble enough to change with business priorities and project requirements.

With Dynamics 365 for PSA, Projility can help with planning and roadmap design, platform implementation, integration with third-party applications, training for end users and administrators, process development and consulting, and live support.

For more information contact us today!

Dynamics 365 for Project Service Automation