The project service automation capabilities for Microsoft Dynamics 365 empower organizations to bring people, process and technology together to deliver on-time, on-budget professional engagements. Project management tools help you to:
– Effectively estimate work
– Forecast resource requirements when projects are in the pipeline
– Enable team members to collaborate on projects and maintain current and accurate project status at all times
– Proactively identify and resolve potential threats to the success of each and every engagement.
– Provide work estimates for a project during the sales process (Project Service Automation)
– Create a project (Project Service Automation)
– Schedule a project with a work breakdown structure (Project Service Automation)
– Determine project cost and revenue estimates (Project Service Automation)
– Track project progress and cost (Project Service Automation)
– Create a project template (Project Service Automation)
– Submit resource requests (Project Service Automation)
– Create an Office 365 Group for a project (Project Service Automation)
– Add documents to a project (Project Service Automation)
– Track a project’s status (Project Service Automation)
– View project team members and manage bookings (Project Service Automation)
– View and edit project estimates (Project Service Automation)
– Approve time and expenses (Project Service Automation)
– Review project actuals (Project Service Automation)
– View and send invoices (Project Service Automation)
– View dashboards and reports (Project Service Automation)
There are 2 primary options/for Professional/Project Services Automation in Dynamics 365.
OPTION 1: A Fully integrated PSA solution within Dynamics 365 for Operations. This is the fully integrated Enterprise ERP solution that supports both project operational and financial automations, all within one solution.
Project operational processes such as project management, project accounting, end to end project procurement and end to end project sales & distribution, and seiban manufacturing are fully supported in this. For those who are familiar with Dynamics 365 for Operation (Known as New Dynamics AX earlier), this is really the Project Management and Accounting module and it’s built in integration with the other modules of AX.
Traditionally customers always had to build integrate Dynamics AX with Dynamics CRM if they wanted to establish the seamless flow of customer and project data from Lead to Project delivery. Within Dynamics 365, the built in integration of Dynamics 365 for Operations and Dynamics 365 For Sales/Marketing is already off to a great start.
OPTION 2: Dynamics 365 For Project Service Automation service/solution, A stand alone solution which can be integrated with Dynamics Financials or any other financials solutions. This supports key project service processes such as: project management, resourcing, project execution and billing up to some extent (Not Advanced Billing). This is the new version of the Project Service Module of Dynamics CRM online, for Dynamics 365.
