Microsoft 365 Customer Engagement Plan

Project Service Automation extends Dynamics 365 to help your organization build trusted customer relationships and a solid reputation for delivering project experiences. It helps maximize project success by providing a single system of customer engagement for project resourcing, sales, delivery, and billing.

Direction - Microsoft Dynamics 365 - Apps for Project Service Automation

The Project Service Automation capabilities of Dynamics 365 can help your organization:

  • Enable project managers to quickly assess project profitability, create contracts, track labor rates, and generate statements of work.
  • Improve your team's productivity by giving them access to powerful and easy-to-use mobile apps for iOS, Android, and Windows anytime, anywhere.
  • Enable your sales managers to collaborate with project managers to estimate the work using project planning tools and templates.
  • Simplify time and expense management as well as set clear, companywide business priorities, grow profitably.


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