For Project Service Automation

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For Project Service Automation 2017-06-02T06:29:39+00:00
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Microsoft Dynamics 365 for
Project Service Automation

Profit from your projects

Run your project-based business more productively and profitably using Dynamics 365 for Project Service Automation. It helps you successfully manage your projects—and satisfy your clients.

Solution Selling

Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.

Project Planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

Resource Scheduling

Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.

Mobile Productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.

Time + Expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.

Customer Billing

Give your project managers one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web. And staying compliant is easier because our app works with your financial systems.

How do I get started?

For more details on how Microsoft Dynamics 365 can improve your project planning, resource scheduling, mobile productivity, time and expense management and customer billing,

contact Jibe365 at 440-918-9341 x104 or info@jibe365.com

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