Microsoft Dynamics 365 Project Service Automation

Enables project-based organizations to deliver every customer engagement on-time and within budget through an end-to-end solution for sales, planning, resourcing, delivery and billing.

Overview

It provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget for industries such as IT service, law firms, construction companies, etc. 

Project Management

Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

WBS

It allows you to build your WBS into a project plan where you can assign dependencies, resources, durations, and dates. User are allowed to access these WBS created in Dynamics 365 through Microsoft Project, familiar world standard solution for project management.

Dynamics 365 concept

Budget Management

It extracts the unit price from the price list assigned to the project or resource and automatically calculate the execution budget accumulation based on WBS defines all the costs and sales prices.

Dynamics 365 concept

Actual Input

User  enter actual time (man-hour) and expenses from the dedicated mobile application. Mobile devices enables enables to collect man-hours, cost information timely and accurately regardless of work place.

Dynamics 365 concept

Status Control/Forecast Management

It enables to monitor a project status and forecast information in real time. Visual graphs allows users understanding situations intuitively hense early discovering of risks.

Dynamics 365 concept

Resource Management

Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Resource

Not only your employees, but also sub-contructors and related equipments can be registered to forecast demand, talent management and resource allocation.

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Resource request and reservation

Define required skillsets and allocate appropreate resources in each process. There is a function for employees to apply for a specific project using a mobile device.

Dynamics 365 concept

 

 

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