Dynamics 365 for Project Service Automation

In today’s agile economy, organizations need to deliver profitable projects in time to ensure they stay ahead of the competition.

Microsoft Dynamics 365 for Project Service Automation is the next generation of cloud-based enterprise ready intelligent business application for project service to help you deliver exceptional project experience and build strong customer relationships.

Deliver Profitable Projects with end-to-end Project Service

Build Trust and streamline resource scheduling

Earn trust by ensuring that project deliverables reflect all the relevant documents. Utilize the power of unified scheduling engine to enable relevant assignments with complete visibility to resources.

Plan Successful Projects and Increase Billable Hours

Plan the projects and predict delivery by visualizing cost, effort, and revenue. Measure the accurate utilization of resources and utilize the real-time dashboards to get the most out of the resources.

Empower the team for a better outcome

Review, monitor and approve costs and time for the projects with intuitive dashboards for project managers. Consultants can update skills profile and apply for relevant projects.

Boost Productivity and Predict Outcome with Project Profitability Forecast

Project-based opportunities

Prioritize deals with complete visibility of the product and project-based opportunities on unified sales management dashboard.

Agile Management

Ensure profitable service delivery by managing critical KPIs and responding to scope changes and project risks.

Seamless Sales Collaboration

Create project contracts, track labor rates, and generate statements of work directly within Dynamics 365 for Sales and improve sales collaboration.

How can Inogic help?

Inogic is one of the leading Microsoft Gold Certified Partner with more than a decade of experience with the Dynamics CRM (now Dynamics 365) platform and has helped small and medium-sized businesses to develop and successfully implement Dynamics 365 in their business.

Inogic has a talented pool of certified techno-functional developers and consultants that will help you get the most out of your Dynamics 365 for Customer Service by implementing your CRM strategy through customizations of entity forms, entity views, dashboards, ribbons, actions that are more suited to your business needs, automating business processes with workflows & business rules and extending CRM functionalities with plug-ins, custom business apps, azure extensions, webhooks and client scripting to make your system more efficient for better adoption and help you achieve high ROI.

Inogic can help you get started with Dynamics 365 for Project Service Automation and consult you with setup and configuration of Time Units, Currencies & Exchange Rates, Organizational Units, Invoice frequencies, Transaction categories, Expense categories, Product Catalog Items, Price Lists, and Resources.

To find out more about how we can help you get the most out of your Dynamics 365 for Project Service Automation, write to us on crm@inogic.com today!