Project for Service Automation is a cloud-based Dynamics 365 application developed by Microsoft. It comes as part of Microsoft’s customer relationship management (CRM) package and provides an end to end project service solution which enables users to oversee every aspect of a project from start to finish. It is designed to assist service professionals undertaking customer-orientated projects through use of various project and resource management tools. It is essentially an all in one platform for project management, which aims to compile the many different processes involved in a project, presentably, and in a way which does not become overwhelming.
Why use Project for Service Automation?
Project for Service Automation aims to empower project management to monitor, oversee and deliver on services – starting from the first quote all the way to billing. This end-to-end application is useful for building customer relationships and building trust. It offers high level planning tools to advise effectively, deliver accurate targets, maximize efficiency and keep within time and budgetary guidelines. By offering a stress-free customer experience, businesses may increase customer retention.
Project for Service Automation can also increase productivity by providing tools to help teams collaborate effectively: it helps to ensure that people are always assigned meaningful tasks that contribute to the overall success of the project.
Project Service Automation Features
Delving deeper, Project for Service Automation offers a wide range of features to aid effective project management:
Opportunity management – sales force automation and forecasting can identify project based opportunities by assessing profit potential, tracking labor rates, and creating contacts.
Resource and operations Management – streamline employee availability and skill sets in order to assign the right people to the right task.
Collaboration – use cloud-based Office 365 tools to create and share the latest project details through video and audio communication, office groups, document management, and the tracking of deliverables and productivity.
Time and expense tracking – time and money spent on certain jobs can be added so that customers are charged appropriately, credit can be given to the right people, and resources are being allocated efficiently at all times.
Invoicing and billing – project managers can review, approve, or overrule costs all in one place. Customer billing tools enable easy invoicing through billing periods which can be weekly, monthly and so on.
Analytics – Monitor performance with reports and interactive dashboards to determine the best practices for successful projects. Microsoft Forms Pro integrated within the program offers the ability to analyse customer feedback and take action to improve customer satisfaction.
How to use Dynamics 365 for Project Service Automation
Manage – Track every aspect of a project from start to finish.
Analyze – Get a full view of resource allocation and determine ways to increase efficiency.
Satisfy – Deliver on time and within budget.