Managers are required to track and manage the delivery of the projects. For this, Microsoft Dynamics 365 for Project Service Automation (PSA) is considered as a robust end to end solution. Natively integrated within Dynamics 365, Project Service Automation enables sales and delivery teams to seamlessly transition projects through each phase. With D365 Project Service Automation, organizations can build trusted customer relationship and a solid reputation for delivering outstanding project experiences.
Organizations can estimate the quote for the project, plan & assign resources while improving communication, coordination, and collaboration within the team with D365 Project Service Automation. Microsoft Dynamics 365 PSA enables organizations to build WBS (work breakdown structure) into the project plan to assign dependencies, resources, durations, and dates that helps in ensuring projects delivery on time and within budget.
Core Capabilities of Project Service Automation
Opportunity Management:- Integrated sales dashboard with project-based opportunities enables organizations to forecast project profitability and feasibility. With PSA, project managers can quickly create contracts, track labor rates and generate SOWs. They can further collaborate with customers in real-time on the quotes, project scope, and resource requirements.
Project Planning:- Dynamics 365 PSA features project planning tools and templates that enable sales managers to collaborate with project managers to estimate and define the project scope. With WBS, you can breakdown all the pieces of work associated with the project. Robust project scheduling and management capabilities of PSA ensure timely execution of projects.
Resource Management:- D365 Project Service Automation offers a clear view of what the task is and what to deliver, to which resourcing unit that role belongs to, the duration, how many resources and hours. Furthermore, consultants and sub-contractors can update their skills profile. With real-time visibility to skills-based assignments, agents can apply directly for relevant projects based upon their projects.
Team Collaboration:- With powerful, easy-to-use, & mobile-ready productivity tools like Group Document Library, Email Tracking, etc., D365 Project Service Automation ensures better communication and collaboration on project deliverables and tasks. Project Managers will have real-time visibility of key performance indicators to mitigate project risks.
Time and Expense Management:- Productivity tools such as group calendar enable simplified management of tasks enabling managers to track tasks and deliverables. Furthermore, all project and non-project schedules can be tracked on the device or app of choice through integration between exchange and project calendars.
Customer Billing:- PSA offers one-stop-shop dashboard for project managers and clients to review, override, track overruns and approve all costs and time impacting their projects.
Advanced Analytics:- With robust analytics, interactive dashboards, role-base templates, and data visualization, Dynamics 365 Project Service Automation offers 360 visibility to project and portfolio metrics like resource utilization and practice profitability. Pre-built data model and reports covering Practice Management, Resource Management and Account Management helps in keeping the project flow in an absolute and coordinated way from sales till delivery.