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Project Service Automation

Profit from your projects

Microsoft Dynamics 365 for Project Service Automation is a cloud-based application which enables organizations to run their project-based business to deliver every customer engagement on-time and within budget.

Convert Sales to Projects

  • Follow project lifecycle from lead through engagement
  • Integrated sales dashboards with project-based opportunities to help forecast profitability
  • Quickly create project contracts, track labor rates and generate SOW’s
  • Collaborate with customers and project members in real-time on the quotes, scope and requirements throughout
  • Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work

Convert Sales to Projects

Project Planning

Project Planning

  • Visualize cost, effort and sales value
  • Estimate and define tasks using project templates
  • Integrate with Microsoft Project to leverage robust project scheduling and management capabilities
  • Provide project managers complete control over the customer billing process
  • Create estimates, quotes and contracts allowing your team to plan effectively

Resource Management

  • Assign the right team based on skills, availability and proficiency
  • Optimize resources across all service modules of Dynamics 365 and increase consultants job satisfaction
  • Provide visibility into resource usage and availability with forecasting and resource utilization metrics

Resource Management

Mobility

Mobility

  • Access the app with iOS, Android and Windows devices, allowing your team to manage and update projects in real time
  • Collaborate any time – out in the field or in the office
  • Update skills, manage schedules, track time and expenses using Office 365

Time and Expense Management

  • Track and submit both estimated and billable time by integrating tasks and deliverables with calendars
  • Create and configure process flows for standardized entry and approvals to simplify time and expense management

Time and Expense Management

Service Analytics

Service Analytics

  • Robust analytics, interactive dashboards, role-based templates and data visualization
  • Have a 360-degree view around project and portfolio metrics
  • Use real-time analytics to identify actionable trends for a proactive approach
  • Anticipate new opportunities, optimize offerings and improve business performance

Let Us Know How We Can Help?

Reach out to us. Our qualified staff is here to assist with your business – IT processes and solutions. No matter where you are on your journey, we provide the needed support to align with your organizational goals. Become a business champion with the right people, processes, and technologies from Flycast Partners!

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