Dynamics 365 for Project Service Automation

Every business in every industry related to project design and implementation needs a modern solution that unifies the previously individual tools required by project teams, such as project management, time tracking, resource planning, invoicing.

Since we’re living in a digital and highly competitive world, business intelligence and collaboration tools -supporting remote collaboration as well through both mobile devices and desktop systems- should also be added to the equation.

It is easily understood that a comprehensive project management solution must cover all pertaining aspects, from the day a project begins till the day it is delivered, providing teams with the tools that will help them complete the project on schedule and within budget.

If you’re looking for such a solution, DIS proposes Microsoft Dynamics 365 for Project Service Automation. It is part of Microsoft’s new-generation cloud solutions, and provides a complete overview of all departments participating in a project, such as Sales, Management, Customer Service, Financial etc., while at the same time it can seamlessly work with all the solutions in the Microsoft Dynamics 365 platform, including Office 365 and Power BI.

Taking Project Management to a New Level

Regardless of the size of your projects, project management plays a crucial role in achieving your goals within the set deadlines. Goals, budget, activities, resources, technology and plans are all part of a project. With Microsoft Dynamics 365 for Project Service Automation, project managers can monitor the organizational structure and assign tasks to individuals or teams, by easily navigating the schedule with drag-and-drop.

D365 Apps

Finance & Operations
Sales
Customer Service
Field Service
Retail
Talent
Marketing
Business Central

Industries

Retail
FMCG
Manufacturing
Automotive & Machinery
Wholesale & Logistics
Services

Estimate Project Results and Increase Profitability

  • Don’t waste your team’s time: With Microsoft Dynamics 365 for Project Service Automation, project managers can minimize time waste, having direct access to all resources and the ability to manage such resources. All ongoing projects are displayed in separate, easy to use and flexible dashboards that are accessible with any device (computers, tablets and other mobile devices).
  • Effective Resource Management: If you’re looking for a way to reduce operating expenses, the answer lies in a two-word phrase: “Resource Management“. Microsoft Dynamics 365 for Project Service Automation offers the best resource management tools, enabling you to display and filter resources based on skills and availability, so as to assign the right tasks to the right people.
  • Proper Funding Makes the Difference: With Microsoft Dynamics 365 for Project Service Automation, you can rest assured that your project invoices will reflect the existing contract terms, the approved tasks and the actual expenses. All financial aspects of a project, including expenses, revenues and invoices, are recorded for further use in analytics and integrated into your company’s financial software.

Microsoft Dynamics 365 for Project Service Automation can help you complete your projects effectively and in accordance with the standing regulations, and thus build strong relationships with your customers. Advanced design tools, templates, analytics and embedded BI allow for accurate budget estimates, so that you can identify all relevant parameters and calculate your profit, without the slightest ambiguity, before submitting your final proposal.

Start with what you need and enrich your system’s functionality as your needs grow, by adding more business applications that integrate seamlessly

FIND OUT MORE ABOUT DYNAMICS 365 APPLICATIONS

Finance & Operations

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Sales

Discover and follow up business opportunities, build healthy relationships with customers and increase your sales with Dynamics 365 for Sales

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Marketing

Use Dynamics 365 for Marketing to perform market segmentation, schedule customers journeys and execute and track marketing activities end-to-end

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Talent

Modernize recruiting, applicant tracking and employee onboarding with Dynamics 365 for Talent, a modern, scalable solution that can integrate with existing HR systems

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Customer Service

Log customers and partners inquiries through various channels. Use Dynamics 365 for Customer Service to respond fast and increase their loyalty

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Field Service

With Dynamics 365 for Field Service you can schedule preventive or ad hoc maintenance requests and optimize field service employees utilization and revenues

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Retail

Improve your customers’ engagement with omni-channel experiences, build your brand’s loyalty and simplify your operations with Dynamics 365 for Retail

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Project Service Automation

Manage your projects from sales to scheduling and invoicing from Dynamics 365 for Project Service Automation, a single application and deliver on time and within budget

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Finance & Operations
Sales
Customer Service
Field Service
Retail
Talent
Marketing