A professional project management solution that keeps all the plates spinning

Microsoft Dynamics 365 Project Service Automation offers an advanced project management solution that covers all aspects of planning, resourcing, sales delivery and billing.

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Why use a CRM system for project management?

Any project manager will tell you the benefits of good project management software: smarter collaboration, better management and simpler time tracking. That’s why almost 80% of high-performing projects use a project management software solution.

But wouldn’t it be better if your project management software could to do more? Dynamics 365 Project Service Automation is not only an excellent project management tool but can link up with all the other aspects of your business in a Dynamics 365 CRM. So not only can you manage a project, you can simplify billing, contact management, communication tracking, resource scheduling, solution up-selling and future marketing.

Plus as a Microsoft application, Dynamics 365 PSA can link up with other applications you’re probably using already: store documents in SharePoint, schedule meetings in Calendar and communicate via Teams.

Dynamics 365 Project Service Automation capabilities

Project planning
Oversee cost, effort and value to working strategy using standard project templates. Create project scheduling and management with Microsoft Project and link projects to sales planning and Dynamics 365 communication records.

Resource management
Assign resources through a scheduling engine that can track across all aspects of your project and organisation. Simplify communication between project managers, resource managers and sub-contractors to forecast demand.

Team collaboration
Use Dynamics 365 and Office 365’s productivity tools to allow project teams, partners and customers to collaborate on projects and store them in the cloud. Empower project managers with status updates and performance to mitigate project management risks.

Manage project spending
Provide a central review dashboard for projects to display details of review periods, overruns and change control costs as well as time impacts. Automate approvals and link to accounts systems to send accurate invoices via email automatically.

Track service performance
Review business opportunities and improve performance through advanced analytics, interactive dashboards and data. Easily access information on resource utilisation and profitability.

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Benefits of using Dynamics 365 for project management

Improve project engagement
Build lasting relationships by keeping customers informed at every stage, helping to drive project success.

Empower teams
Increase productivity across projects and programs by coordinating resources.

Generate strategic growth
Prioritise service offerings in line with resource availability and know both when and how to make investments.

Dynamics 365 Project Service Automation Implementation

Our clear costings for Dynamics 365 implementation

Get up and running with Microsoft Dynamics 365 Project Service Automation. If you just need us to create your Dynamics 365 instance, we’ll have a solution for you in a day.

Deliverables

Our Dynamics 365 Project Service Automation Instant Starter package provides:

• Creation of a new Dynamics 365 instance
• Office 365 tenant setup (as required)
• Assignment of user licences
• Creation of security roles
• Server synchronisation setup
• User guidance on how to access Dynamics 365 Project Service Automation
• ‘Train the trainer’ handover for the administrator/s via video call (subject to availability of both parties).
• Introduction to Microsoft’s guides and learning platform

Akita is an experienced Microsoft Dynamics developer. Should you require additional assistance post-implementation, our consultants will be happy to discuss further solutions and services with you.

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An effective Dynamics 365 Project Service Automation deployment solution. This comprehensive solution will get your Dynamics 365 solution configured and your users trained within a week.

Deliverables

Your Dynamics 365 Project Service Automation solution we will include:

• Initial consultancy
• Provision of the Dynamics 365 instance
• Activation of Dynamics 365 Project Service Automation
• User setup for up to 10 users (including Dynamics 365 access via mobile devices)
• Office 365 Outlook, SharePoint and LinkedIn configuration (if solutions are already in use)
• Basic customisation of forms and fields to fit your account management process
• Basic customisation of forms and fields to fit your lead capture process
• Import of existing data*
• Training session for all users

*Assistance may be required in configuring your data to Dynamics 365.

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Whether you’re looking at Dynamics 365 Project Service Automation as part of a wider new CRM project, or want to add it as a new module to your existing Dynamics CRM solution, our consultants will be able to help. Contact us today with your requirements.

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As a Microsoft Tier 1 CSP partner, Akita can supply all necessary licensing for new and existing Dynamics 365 instances at the same cost as buying direct from Microsoft. We also work with organisations to find ways to save on their licensing. For more information on licensing visit our dedicated page.

Licensing

Dynamics 365 PSA with Akita

At Akita we’ve run a few projects in our time. And needless to say, we’re using Dynamics 365 Project Service Automation. So if you’re looking for a Dynamics 365 developer that practises what they preach then you’ve come to the right place.

Whatever your requirements and to whatever depth you want to use Project Service Automation, we’ll help you get maximum return on your investment – configuring tenants, setting up reports and providing training and support for users.

We can also integrate Project Service Automation with any other Dynamics 365 modules you might have and help you get the most from the integration.

To discuss Dynamics 365 Project Service Automation, please get in touch: