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GROW YOUR BUSINESS WITH 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.

BENEFITS OF DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION

Forecast & Plan Demand

With the help of Project Service Automation, the Sales Manager can estimate the cost, effort and sales value with the Project Managers so that a well-planned and well-structured Plan can be finalised via standard Project templates. Use robust project scheduling and management capabilities of Microsoft Project to complement the collaborative sales planning process.

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.

Automate Customer Billing

Enables the Project Leads to approve/disapprove the submitted timesheet and the expenses and maintain the invoice frequencies.

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.

DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION KEY CAPABILITIES

Project Planning

Project Service Automation users can use Project Templates that enables them to create projects in no time. Roles and timelines can also be easily setup.

Resource Management

Project Service Automation offers Project Managers the facility of assigning the best fitting resource for a particular task in a project based on the characteristics like member role, certifications and skillsets. It also helps in analysing and enhancing the maximum threshold of each assigned resource by frequent review of the booking capabilities and capacities.

Time & Expenses

With the help of Project Service Automation, the allocated resource can submit and update his/her timesheet and can also manage the expense components to ensure that each and everything has been covered and is being billed accordingly.

Project Billing

Project Service Automation enables the organisations to manage and generate billing invoices after a certain period depending on the invoice generation cycle. For example: weekly, monthly, biweekly or on any specific dates as well.

Project Analytics

Project Service Automation has inbuilt features like Dashboard, Views and Reports. These can provide detailed information about projects

CYNOTECK – AN EXPERT IN MANAGING AND IMPLEMENTING MICROSOFT DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION

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.

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

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