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Microsoft Dynamics 365 PSA
// about the product
Dynamics 365 Project Service Automation
In project work, deliver what your customer demands: peak performance, reliability, agility. Microsoft Dynamics 365 Project Service Automation is a project management tool that connects seamlessly with sales and lets you plan, staff, document and invoice projects.
It’s time to take action and upgrade to Dynamics 365 Project Operations!
// Introduction
Project work will always be somewhat unpredictable. Good planning, however, allows you to react flexibly and not squander the trust placed in you.
// about the product
Dynamics 365 Project Service Automation
// Introduction
Dynamics 365 Project Service Automation is the ideal solution for companies with sophisticated requirements.
01.
Project Management
Deploy a solution that covers all important aspects of your projects: planning, controlling, time and expense manage-ment as well as invoicing. For planning, you may also integrate Microsoft Project.
02.
Resource management
Use the Planning Engine to easily find the best available resources and staff your projects. Or let your team take the initiative by allowing qualified employees to apply for a project in the app.
03.
Customer communication
Simplify connecting your clients and the responsible team via a secure customer portal, where project details can be discussed, questions answered, and quotes and other information shared.
01
Lead and Opportunity Scoring
With transparent and realistic sales activities identify your most relevant leads and opportunities using scoring rules to define their prioritiy.
02
Sales Business Process
In MS Dynamics 365 Sales, a lead must be qualified or disqualified as a sales opportunity. Once a lead meets your requirements, it is ready to be qualified. It can then be transferred into an opportunity, account or contact.
03
AI Assistance
Embedded artificial intelligence supports you in communicating with potential customers. The AI assistant can identify the content of emails asking for feedback and send you a reminder to ensure you send a response to the customer in time.
// Support your Sales Team with AI
Microsoft Copilot for Dynamics 365 Sales empowers sales teams with automation, contextual insights, and other AI-powered assistance.
Laying the groundwork for success
Work in lock step with your sales colleagues to lay the foundation for a successful project. Use project templates to make estimates for quotes. Visualize your estimates for project effort, costs and revenue. You can also fall back on Microsoft Project which is natively integrated.
Assemble your expert team
Bring a breath of fresh air into your resource management. The scheduling engine provides you with a real-time overview of your resources to find the optimal resource assignment. By filtering you get a selection of the most qualified employees for any given project, their skills and availability. You can also enable your team to apply for work on a project via the mobile app.
Getting more done together
When the entire team pulls in the same direction and each member is in the know at all times, you can get a lot more done. Through integration with Office 365 services collaboration improves significantly. Keeping performance indicators in view prevents your projects from getting out of control. Instead, you can react quickly and flexibly to changes and keep true to the promises you made to your customer.
Additional functionality from partners
Make use of the specifically developed project management add-ons from Siennova Dynamics to customize Dynamics 365 Project Service Automation according to your needs. These add-ons have originated out of years-long practical experience in implementing and customizing project management software and provide additional functionality for time and expense tracking, approval management as well as project planning and controlling.