Microsoft Dynamics CRM 365 for Project Service Automation

Microsoft Dynamics 365 Project Service Automation enables you to manage your projects from start to finish while viewing all project interactions.

Microsoft CRM for projects enables you to create contracts and quotes associated with a project, as well as track resources and, ultimately, the project’s profitability.

A unique feature of the Project Service Automation module is the ability to set up projects on a fixed price basis or on a time and materials basis. The project module also brings together people and resources to ensure that projects are completed on time and within budget.

Microsoft Dynamics CRM 365 for Project Service Automation assists in the following areas:

Coordinate and estimate work
Track and manage project costs and progress accurately
Dynamics CRM for projects lets you estimate project revenue and, ultimately, project costs
Use powerful reports and dashboards to track projects
Keep track of and review project results
Track project progress, including project costs
Approval of time and expenses for each project
Project invoices must be sent out on time
Manage the bookings and schedules of project team members
For each project, record phone calls, meetings, documents, emails, and to-do lists
Organize groups for a project in Office 365
Plan the project's breakdown structure
Estimate and forecast project resource requirements
Determine project threats
Allow project team members to work on projects together

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Microsoft Dynamics CRM 365 for Project Service Automation

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