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Office 365 Beta teams

What is Project Service for Microsoft Dynamics CRM?

Project service for Dynamics CRM is an end to end solution that enables sales and delivery teams to better engage with clients and deliver projects on time and on budget. Opportunities and quotes for projects can include time and material or fixed price project approaches. Key indicators help the salesperson understand if the deal will be profitable and meet the expectations of the client.

Your sales team can set labor rates and control which expenses will be invoiced to the client and how they’re priced. Project Managers can utilize templates to create repeatable plans and adjust them for the current opportunity, using auto-scheduling and dependency features. When you plan for the project, the sales amounts and budgets are clear to the project manager. Once the project terms are agreed to, staffing can assist to locate the right resources based on skills, availability and other factors. Resource Managers have complete insight and control of who is working on which projects, with mechanisms to respond to incoming requests and react to changing conditions. Members from your staff can also tap into project opportunities, and view recommendations based on skill matching, preferences and who they’ve worked and collaborated with previously.

As more team members are added to the project team they also join an Office 365 group; where they’ll have access to all conversations, meetings, files and notes that will assist with their success with the project. As you perform your work you have the ability to record your progress and hours on a calendar or in a convenient grid. Recording expenses that you incur during projects is a similar process, both time and expenses can also be recorded with the CRM mobile application. As time and expenses are approved, your Project Manager will gain insights into the project status and can properly estimate completion dates and amounts. Project Invoices are accurate and timely because everything from the quote to the invoice is maintained in a single system used by sales and delivery.

Throughout the process, all relevant financial and resource utilization data is tracked and available for analysis and integration. At the end of the day, Project service for Dynamics CRM helps you to engage clients and drive more successful business outcomes.

Manage Your Projects with Confidence

Build client trust by ensuring project deliverables reflect the terms of each contract, approved work and budget.

Visualize accurate cost, revenue and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

Provide project managers with intuitive dashboards to review, approve and monitor your costs and time engaged on projects.

View things from your client’s perspective. Survey, measure, and react to client feedback by bringing your client data together with survey insights from Microsoft Forms Pro which is included with Dynamics 365 Project Service Automation.

Optimize Resources

Streamline your internal scheduling with intelligent skills-based assignments and real-time visibility to resources using a unified scheduling engine.

Measure utilization with Accuracy and make more intelligent data-driven decisions to get the most out of billable resources by using real‑time dashboards.

Empower consultants and contractors to update their skills profile that can apply direct for relevant projects.

Forecast Your Project Profitability

Prioritize accounts based on your sales management dashboard that brings together product and project opportunities.

Engage directly with clients on project quotes, scopes of work and resource requirements through your secure portal.

Guarantee seamless sales collaboration by creating project contracts, track labor rates and generate statements of work directly from within Dynamics 365 Sales.

Increase Your Productivity

Facilitate collaboration across your project teams using audio, video and document management with integration to Office 365 applications.

Quickly reply to scope changes and project issues by managing critical key performance indicators to ensure profitable service delivery.

Submit, process, approve and reconcile time and expenses anytime for expedited billing.

A More Modern and Adaptable Platform

Accelerate time to market and configure the application to your needs with no-code visual editors and tools that make it relatively easy to create and deploy web and mobile apps.

Unify your service environment by automating processes across Dynamics 365 applications and third-party systems for better engagement experiences.

Utilize the Microsoft cloud platform to minimize the cost and complexity of operating a global infrastructure and trust our state-of-the-art datacenters to safeguard your data.

Transform your customer interactions with key insights provided by artificial intelligence that guide your teams to your desired business outcomes.

 

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