Ensure optimal project deliveries

Take Advantages Of Microsoft Dynamics CRM For Project Service

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Automate your Business Marketing with Dynamics 365 CRM

The heart of any business lies in its marketing, success lies in the heartbeat of a business. Microsoft Dynamics 365 is a vital tool for creating and allocating marketing communication for your customers and potential customers. It works strategically which helps you in future decision making where all marketing efforts and results are captured and analyzed significantly. Microsoft Dynamics 365 is designed as a closed-loop marketing system, that allows you to create and track all activities of your campaigns. It also gathers data for better analysis. There are interactive dashboards for a complete comprehensive view. It also provides a liability to connect with social media.

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Key Features Of Dynamics 365 Project Service Automation

1. Build solid reputation for delivering outstanding project experiences: Project service automation extends dynamics 365 to provide a single system view of customer engagement for project sales, resourcing, delivery and billing Salesforce.

2. Empowering employees and customers: Microsoft dynamics 365 for project services help to build trusted customer relationships.

3. Uniform tracking of financial events: Resourcing decisions are based on real-time insight into consultant availability getting the best recommendations to optimize the skills for open projects.

Dynamics 365 For Project Service Offers Opportunity Management & Planning

It delivers an integrated sales dashboard with project-based opportunities that help in easy estimation of productivity and feasibility. It cut down the team effort by quickly generating the project contracts and tracking labor charges. It also provides Customer Portals with which real-time collaboration can be tracked with the customers regarding quotes and project scope.

Microsoft project plan helps sales managers to forecast pricing, efforts, and values with the project manager to estimate and define the efforts by means of standard project templates.

Easy Resource Management Through CRM Project Service Automation

Optimize the resource assignment through a scheduling engine across all modes of service to allocate the resources according to their skills. It acts as a bridge between the project manager and resource manager with which they can easily forecast demand, talent management and resource allocation.

It offers robust, accessible, all device ready proficiency tools for project team, customers and partners which helps in the easy Team Collaboration on project deliverables and tasks.

Time And Expense Management Through Project Service CRM

It provides easy tracking of all the projects through integration between exchange and project calendars which can be integrated by any device. It streamlines management, tracking and submission of estimates and by merging all the tasks and deliverables within the calendars.

There is a single dashboard for the project managers and customers which provides the complete view to review, prevail, track and accept all price and time impacting the project.

Client Ms Dyn365-Portals in Soluzione
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What Our Customers say

The Soluzione team quickly understood our legacy environment and built the electronic timecard in short order with little direction. We couldn’t have met our customer demand without their rapid response.

Praba Manivasagar in Soluzione
President Cashé Software Oakdale, MN

Soluzione is the most professional and competent of organizations in an industry where most people don’t seem to know what they are doing. Things get done, quickly, easily, and usually on the iteration.

Lee Fatherby
Lee F
Chief Executive Officer, Powerfulpoints, Australia

The programmers are knowledgeable and responsive. I especially appreciate their ideas and suggestions on how to best maximize CRM. I would definitely recommend Soluzione for Dynamics CRM development.

Cindy Dnielson
Cindy D
Microsoft Dynamics CRM & HubSpot Administrator
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