Customer Engagement CDS Saturday - Project Service Automation

Customer Engagement CDS Saturday – Project Service Automation

For organizations that aren’t looking for a fully integrated Professional Services ERP solution (Dynamics 365 Finance and Operations), Dynamics 365 Project Service Automation (PSA) is an end-to-end project and resource management solution for firms delivering customer-facing, project-based services. Dynamics 365 PSA empowers sales and delivery teams to successfully engage customers and deliver billable projects on time and within budget, by helping you plan, estimate, and quote projects, schedule resources to optimize utilization, track and approve project tasks, time and expenses, enable internal and external team collaboration, and monitor the key project and resource-related performance metrics.

Microsoft Dynamics 365 Project Service can help your organization manage the entire lifecycle of your projects, serving as a single system of engagement for sales, project delivery, resourcing, and billing activities. A typical project lifecycle as managed in Dynamics 365 Project Service is represented in the diagram.

This session is presented by Priyesh Wagh, the Dynamics 365 technical consultant working for the indian company Cloudfronts. Priyesh is an expert in Project Automation in Dynamics 365 and this session is a must watch if you want to learn more about project automation and taking your organization sales funnel into the next level.

Leave a Comment

Your email address will not be published. Required fields are marked *