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Dynamics 365 for Project Services

Run your project-based business more productively by bringing people, processes and automation technology together. Quickly create project quotes and contracts – and manage projects intelligently once they are won.

In depth analytics helps you keep on top of projects as they roll out, ensuring they remain feasible and profitable.

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project opportunities

At proposal stage, an integrated dashboard allows sales and project staff to work together on all aspects of the project, including forecasts and costs. Full visibility of all client conversations results in a strongly customer focused project scope.

resource scheduling

Choose the right people for each project based on their skills, availability and interest. Fully integrate with MS Project, with repeatable templates for similar projects. Optimise resource usage across projects and increase job satisfaction as your staff can see what projects are coming up and proactively apply for them.

Project collaboration

Empower teams to be an integral part of project and client success.
Collaborate easily with team members by sharing documents and starting conversations through Office 365 Groups associated with your projects.
Instantly check the status of the projects you are managing.

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project billing

Enter time and expenses for each project and automate how often clients are billed, according to the needs of your organisation. Bill either on a calendar basis, according to milestones achieved or at set periods during the duration of the project.

analytics

Inbuilt Microsoft Dynamics dashboards and reports tell you exactly where you stand on each project. See a combined view of your costs, gross margin, and role usage. Use a specialised dashboard for real-time reporting of metrics for individual resources and role types.