Dynamics 365 for Project Service

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Microsoft Dynamics 365 for Project Service Automation

The most prominent uses of Dynamics 365 for Project Service Automation are detailed lifecycle management of the projects, enhanced productivity for team members and effective utilization of resources for a project.

There are a number of benefits and tools that Project Service Automation offers to the organisations that helps in well-structured and most successful project deliveries by practicing a Customer – focused service delivery.

Another reason for the popularity of Project Service Automation is that it offers the capability of submitting the work status and timesheets via simple mobile apps and makes sure that the generated bills and invoices are accurate, detailed and meeting the client requirements.

Person Hours
Projects
Customers/ Partners
Repeat Business %
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Resources Management

Offers you the complete control and access for a project so that all the resources can be utilised effectively and to enhance the project performance.

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Gain Valuable Insights

PSA offers a variety of dashboards and reports types that the top management level can use to track down the project progress statistics against each assigned resource. This feature also helps in taking crucial decisions for the growth of any organisation.

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DYNAMIC 365 FOR PROJECT SERVICE AUTOMATION IMPLEMENTATION PACKAGES

FREE*

1-Hour

  • For the organizations that are either looking to move into Dynamics 365 for Project Service Automation from other CRMs or looking into implementing a CRM within their organization.
  • Deliverable
    - Understanding of current business requirement.
    - How can we optimize the performance of current business with Dynamics 365 for Project Service Automation?
    - Dynamics 365 for Project Service Automation implementation proposal.

40*

/Hours

ESSENTIALS

  • Deliverable
    - Business Unit Setup+
    - Mail-box configuration+
    - Role and Permission Setup
    - Admin training
    - Introduction to Project / Project Template
    - Introduction to Schedule Board
    - Introduction to Resource, Resource Utilization and Resource Category
    - Introduction to Time Entries , Expenses and Approvals
    - Introduction to Dashboard and Report
  • +If client is not using any other module of Dynamics 365

100*

/Hours

PREMIUM

  • Premium package includes benefits of Essential package
  • Deliverable
    - Understanding of current process
    - Introduction to Sales Process with Project Service Automation
    - Introduction to Transaction
    - Introduction to Billing
    - Introduction to Organization Units, Expense Categories, Invoice Frequency, Recurring Invoice Setting and Calendar Templates.
    Reporting:
    - Reports by Wizard
    - Dashboards and Views

160*

/Hours

ADVANCE

  • Advance package includes benefits of Essential and Premium packages
  • Deliverable
    - Project Service Automation Portal Configuration
    - Reports – 5 reports
    - Forms – 5 Forms
    - Custom Entities – 5 Entities
    - Workflows – 5 workflow
    - Business Rules - 5 Business Rules
    - Development with simple and medium complexity

Why Choose Cynoteck

Dynamics 365 for Project Service Automation offers its benefits to all the project-based organizations. The major hurdle for such organisations is to manage the expenses, keep the customers satisfied, tracing the status and timesheets and proper utilisation of resource.

Cynoteck is a Microsoft Gold partner, bring in-depth knowledge of Microsoft Project Service Automation (PSA) solution. Our team of professionals will help you in implementing dynamics 365 for Project Service Automation within your organization based on your business needs. We will additionally assist you in designing, configuring, and supporting this business-critical application, and integrate multiple applications and customize them to meet your unique requirements.

  • Find the actual problems

  • Proper steps for solutions

  • Beneficial strategies

  • Great support team


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