Dynamics CRM Project Service Automation is the newest handy tool for professional service companies. Equip already skilled project management teams with an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and budget.
Whether projects are set up using time, materials or on a fixed price basis, use real analytics to ensure projects are feasible and profitable.
Project service automation helps with:
- Estimate, quote, and contract work
- Planning and assigning resources
- Team collaboration enablement
- Time and expense capture for accurate invoicing
- Viewing progress data for real-time insights
Manage Project Tasks like Never Before
Better guidance through the sales and contract process for project-based accounts.
Create accounts for each client, whether it’s just a project quote, or actively working on an existing client project.
Turn warm leads into qualified opportunities using project service capabilities that guide account managers through the steps for opening project accounts. Prepare project quotes, work through project contracts and add estimates for services and products.
Create, edit and store project contracts in each project account. With Project Service Automated documents, add product-based lines, product name, quantity, budget, breakdown structure, into a workable Word document that is stored right within the account.
Create project quotes and contracts and then, down the road, create and manage projects for clients after winning the contract.
Project management tools help to:
- Effectively estimate work
- Forecast resource requirements when projects are in the pipeline
- Enable team members to collaborate on projects and maintain current and accurate project status at all times (collaboration is essential for the millennials workforce)
- Proactively identify and resolve potential threats that delay the success of each task/milestone.
During the sales process, work out sales estimates from the ground up with quote lines. Project service capabilities provide a more scientific and deterministic way of coming up with sales estimates by breaking down work items and associating relevant attributes that contribute toward the estimates for the project in the work breakdown structure.
Work Breakdown Structure
Using an interactive Gantt chart, easily create a communication schedule that breaks work down into manageable tasks, estimated completion time, task hierarchy and which resources will perform the work.
Track Progress and Cost
Use the effort tracking view to track task progress in the work breakdown structure. Compare actual effort hours spent against a task till date to the planned effort hours on a task.
Find the right resources at the right time for the right project. Get the tools needed to schedule resources based on the requirements and schedules of consulting projects and the skills and availability of your consultants. Quickly find the most qualified consultants who are available to work on projects, and easily see how to better schedule them for the duration of each project.
Resource Skill and Schedule
Match resources to projects, based on their skill and proficiency level to the project resource requirements. Match a resource’s schedule to a project calendar, based on their availability and scheduled time off.
Review the capacity of each consultant and determine how that capacity is currently used. Find where a consultant might be under- or over-utilized, or working at capacity.