Microsoft Dynamics 365 Project Service Automation

With growth and profitability on the line – you can’t afford a failed project.
Trust Merit Solutions to help you achieve the outcomes you need with Microsoft Dynamics 365 Project Service Automation

Microsoft Dynamics 365 Project Service Automation

With growth and profitability on the line – you can’t afford a failed project.
Trust Merit Solutions to help you achieve the outcomes you need with Microsoft Dynamics 365 Project Service Automation

Profit From Your Projects

Now more than ever, building trusted relationships and maintaining a solid reputation depends on outstanding and increasingly distinctive experiences – not just for a single project or at executive levels, but consistently across every client interaction.

As Service organizations are people-first businesses, it is critical to empower the customers and employees to engage through their medium of choice with the end-to-end project engagement process. Firms need to embrace new levels of transparency and build a workplace where it’s easy for professionals to find and share information about clients, access all available expertise and apply preferred practices widely.

Microsoft Dynamics 365 for Project Service Automation (PSA) enables companies to deliver projects more productively — and profitably – with higher client satisfaction.

Create Profitable Relationships

Provide the seamless service your customers expect by meeting them where they are with the information they need, every time.

Enable Productive Employees

Give your agents complete information—in a single customer service software app—to make smart decisions and provide great service.

Innovate to Grow

Respond quickly to customer and market changes within an agile, cloud-based environment that has digital intelligence built in.

Play Video

1. Opportunity Management

  • Solution Selling – Forecast profitability and prioritize deals based on a unified sales management dashboard for both product and project-based opportunities.
  • Customer-Centric – Engage and collaborate real-time with customers on the quotes, project scope and resource requirements through customer portals.
  • Streamlined Contracts – Create project contracts, track labor rates and generate SOWs using an enhanced and integrated sales force automation experience.
Microsoft_Dynamics_365_Customer_Services_Consistent, ​Omnichannel Engagement

2. Project Planning

  • Collaborative Execution – Make it easy for sales managers to collaborate with PMs to estimate and define the work using standard project templates.
  • Predictable Results – Visualize cost, effort, and sales value of the work during proposal management for credible ‘estimate to completion’ planning, and financial integrity.
  • Enhanced & Robust – Use the robust project scheduling and management capabilities of Microsoft Project to complement the sales planning in Project Service Automation.

3. Resource Management

  • Intelligent – Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.
  • Utilization Focused – Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.
  • Consultant-Centric – Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

4. Team Collaboration​

  • Productivity – Provide powerful, easy-to-use, mobile-ready D365 productivity tools for project teams, customers and partners to update deliverables and monitor status.
  • SMAC -Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.
  • Greater Agility – Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.

5. Time and Expenses​

  • Intuitive & Familiar – Simplify management and tracking of estimated and billed project time by integrating the tasks and deliverables on the calendars..
  • Accountability -Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions.
  • Efficiency – Streamline the submission, approval, processing and reconciliation through web, mobile apps and Office365 for timely billing.

6. Customer Billing​

  • Intuitive & Familiar – Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects.
  •  Accuracy -Ensure the project invoices reflect the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.
  • Automated – Automate generation, approval and distribution of reconciled invoices in email and on the web with back-office financials integration.

7. Service Analytics​

  • Unified Platform – Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration, and analytics.
  • 360 Project View -Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.
  • Trends & Forecasting – Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.
Merit Solutions Microsoft Dynamics 365 Consultant

Will You Disrupt – Or Be Disrupted?

If you would like to discuss your own digital transformation, please Contact US