Dynamics 365 Project Service Automation (PSA)
Dynamics 365 Project Service Automation empowers you to sell SERVICES/PROJECTS, unlike the earlier versions of Dynamics CRM which supports only product selling.
In order to facilitate Service/Project selling, Dynamics 365 extends all functionalities which supports it like resource management & scheduling, maintenance of project plan, cost maintenance, time sheet and sub contract management etc.
Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity. It allows for management of all project-based activities across multiple roles within an organization. With Microsoft Dynamics 365 for Project Service Automation, you can build your work breakdown structure which is a project plan, which is a robust end to end solution and it helps to build trusted customer relationship and a solid reputation for delivering outstanding project experiences. The Project Service app helps organizations efficiently track, manage, and deliver project-based servicesWith Microsoft Dynamics 365 for Project Service Automation, project managers can prepare precise cost estimates, track project progress in real time and complete projects on time and on budget. Efficient time recording and digital invoice processing are also available.
Features of D365 Project Service Automation: or Stages:
- Set resource labor rates
- Since these rates are centralized this offers an automated structure that ensures standardized budgeting capability
- Set charge categorization (Billable vs. Non-billable)
- Develop Work Breakdown Structure
- Enter Time Entry against the project task.