Improve productivity, project management, and collaboration with the superior capabilities of Dynamics 365 Project Service Automation. The platform connects your project-centric businesses with one unified solution to provide insights and drive success.
Dynamics 365 Project Service Automation lets you configure costing, compliance, and governance, thereby optimizing project economics and maximizing profitability. It also helps you connect project management, project sales, resource management, and finance teams in one secure and flexible solution to deliver successful projects and win more deals.
The resource management capability of the platform is highly customizable, ensuring that the right team works on the right project at the right time. The features also include task management, flexible scheduling, interactive views using Gantt Chart and Kanban, and work breakdown structures. In addition, the built-in dashboards provide information and real-time analytics to designated members to meet the client's expectations successfully.
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Dynamics 365 Project Service Automation includes a dedicated resource manager dashboard that gives you a visual overview and complete control over your resources, skillset, and workload distribution for effective resource planning and enhanced project performance.
Dynamics 365 Project Operations offers various dashboards and reports types for the top management to track the progress statistics against each assigned resource. This feature also helps in making crucial decisions for the growth of any organization.
Dynamics 365 Project Service Automation offers multiple tools to plan and manage the projects and their delivery. Organizations can undertake tasks like opportunity identification, bid submission, time and budget management, and invoicing. Advanced tasks such as project collaboration and maintaining accurate project status for identifying project risks are also possible with the platform.
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 analyze and enhance the maximum threshold of each assigned resource by a systematic review of the booking capabilities and capacities.
With the help of Dynamics 365 Project Service Automation, the allocated resource can submit and update their timesheet and manage the expense components to ensure that everything has been covered and billed accordingly. You can define expense policies and automate reimbursements too.
The platform enables the organizations to manage and generate invoices after a certain period depending on the invoice generation cycle. The invoices are generated per two project types, i.e., Time and Material and Fixed-Price. You can also create billing rules for generating invoice proposals for various completion stages.
Dynamics 365 Project Service Automation gives a complete view of the life-cycle of the completed project, from estimating, forecasting, and budgeting to the financial impact of the project. Hence, you can evaluate the accuracy of your estimates and forecasts, utilization of resources, and overall success of the project.
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.