Dynamics 365 Project Service Automation: A Comprehensive Review
One of your goals for running a project is to deliver outstanding project experiences. You should also focus on building trusted customer relationships using your projects. Achieving these goals may prove challenging especially if you do not have the right tools for the work. Dynamics 365 for Project Service Automation comes handy in such a situation.
What Does Dynamics 365 for Project Service Automation Offer?
Microsoft released Dynamics 365 for Project Service Automation targeting project-based ventures. The program can empower your organization to deliver profitable projects within a budget and on time. You also get to increase employee productivity in the process. So, what exactly does Dynamics 365 for Project Service Automation provide for your business?
End-to-End Project Service
The program fosters productivity by allowing you to manage your projects with confidence. You can use it to plan projects and deliver them through a customer-centric model. The software solution also offers a predictable model for delivering successful projects.
Dynamics 365 for Project Service Automation (PSA) helps earn customer trust. When used effectively, it ensures your project deliverables match with the expenses, approved work and contract terms. You can use it to plan for success by visualizing accurate revenues, efforts, and costs in a project. PSA features intuitive dashboards for reviewing, monitoring and approving project costs and time.
Microsoft Forms Pro comes included in PSA to help you view things from a customer’s perspective. The integration also helps survey, measure and respond to your customer’s feedback. Your goal here is to bring customer data together.
Forecast the Profitability of a Project
PSA comes with built-in intelligence for planning successful outcomes. The built-in intelligence lets you utilize your project-based sales opportunities to the maximum. The sales management dashboard allows you to prioritize deals by bringing together project and product-based opportunities.
The collaborative tools on PSA make it easier to engage directly and securely with customers. You can share with them the resource requirements, project scope, and quotes. PSA also simplifies the contract process by allowing for seamless sales collaborations. The program creates project contracts, tracks labor rates and generates statements.
Resource Optimization
Dynamics 365 for Project Service Automation allows project managers to optimize their resources. The program helps ensure the right type of resources are on your projects. You can use it to anticipate a project’s resource demand and keep the utilization of resources high.
The unified scheduling engine on PSA allows you to make skills-based assignments visible to resources. With this engine, it is possible to streamline the scheduling while working on projects. You can also increase billable hours/resources from the real-time dashboards.
Drive Innovation with an Adaptable Platform
The program offers a modern and adaptable platform to drive innovation in your organization. With the platform, you can extend the benefits and connect the program to other services and apps that are already in use. You can adapt PSA to your needs without coding and accelerate the time needed for marketing. PSA features visual editors an tools for building and deploying mobile and web apps.
You can venture into the Microsoft cloud platform while using PSA to minimize infrastructural costs. The Microsoft cloud platform guarantees maximum security for your data. PSA helps automate processes across third-party systems and Dynamics 365 applications for great service engagement experiences.
Increase Productivity
Dynamics 365 for Project Service Automation is a great tool for fostering collaboration across your project teams. The application allows you to collaborate with teams on documents, audio or video by relying on the Office 365 integration. You can even respond to project risks and scope changes quickly. Acting on these uncertainties quickly can translate to profitable service delivery.
Businesses looking to simplify expense and time management can take advantage of Dynamics 365 for PSA. Your company can use the app when submitting, approving, processing and reconciling expenses and time. The end goal here is to make your customer billing processes as timely as possible.
Summing Up
Project Service Automation comes as Microsoft’s suite of solutions targeting project-based organizations. The suite of solutions helps businesses manage their services including sales and invoicing. PSA is available to the users as an app that is part of the Microsoft Dynamics 365 suite. Your company can use it to empower sales and delivery teams, deliver billable projects within a budget and on time and engage customers.
