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Dynamics 365 for Project Automation

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Dynamics 365 for Project Automation Overview

 
Bring your people, and processes together with technology that enables greater automation. Improve your productivity and profitability.

Dynamics 365 for Project Automation Features at a Glance

Solution Focused Selling

Keep the customer and their needs at the center of everything you do.

Accurate Project Planning

Improve your entire project planning process, from quote to completion.

Simple Time and Expense Management

Spend more time focused on your projects, not record-keeping.

Mobile Project Management Tools

Stay up-to-date on all your projects, even when you’re not in the office.

Smart Analytics

Go from being reactive to proactive.

Resource Alignment

Make projects run smoother and be more efficient.

Solution Focused Selling

Dynamics 365 for Project Automation helps you:

  • Get your business development team on the same page with a unified sales experience.
  • Use social insights to collaborate on any opportunity, be it product or project based.
  • Capture every customer conversation and use the details to put together SOWs and project scopes that meet the customers’ needs.

Accurate Project Planning

Dynamics 365 for Project Automation helps you:

  • Foster collaboration between sales and project managers. Prebuilt templates help them build estimates that make sense for each project.
  • Connect to Microsoft Project, automate information sharing between the two systems.

Simple Time and Expense Management

Dynamics 365 for Project Automation helps you:

  • Improve productivity with simple time and expense management tools.
  • Give your employees a choice of how they would like to enter their time and expenses. It can be done via the web, and mobile app or desktop app. The choice is yours. Better yet, you can also use these tools to assign expenses to customers, approve staff timesheets and expenses, or update the project status.
  • Use automation workflows to ensure that time and expense management tasks go smoothly at each stage of the project.

Mobile Project Management Tools

Dynamics 365 for Project Automation helps you:

  • Keep team members up to date on all their projects.
  • Allow them to update skills, enter time and expenses, enable workflow automation and manage their schedules on the go.
  • Take collaboration to the next level with Office 365 integration.

Smart Analytics

Dynamics 365 for Project Automation helps you:

  • Use data to find actionable trends across all areas of the business from financials, to operations and everything in between.
  • Keep the most valuable information at your fingertips with customizable scoreboards and dashboards.

Resource Alignment

Dynamics 365 for Project Automation helps you:

  • Choose the best consultant for each project based on their skills, interests and schedule.
  • Make the most of all your resources from field service to customer service and everything in between.
  • Increase your consultants’ productivity and job satisfaction.

Dynamics 365 for Project Automation Helps Your Business

  • Improve customer relationships—Develop accurate estimates that meet customer expectations.
  • Make smart growth decisions—Real-time data shows you where to improve. Decide fast, set priorities and meet your goals.
  • Boost staff productivity—Get a 360° view of client interactions. Collaborate with ease, Office 365 tools keep your team members connected no matter where they are. Use automation technology to take administrative tasks off employees’ plates. And, offer them training they need to advance their careers.

Click the Goals Beneath Your Role to Learn How Dynamics 365 for Project Automation Helps You Meet Them

Executive/Owner

Goal #1 Staying One Step Ahead of the Competition

How Dynamics 365 for Project Automation can help:

  • Meet your clients’ expectations and gain their loyalty. Let Dynamics 365 help you create truer estimates.
  • Be prepared for change. Real-time data gives you the insight you need to set clear priorities, make smarter decisions and grow profitably.
  • Don’t let administrative tasks slow you down. Dynamics 365 for project automation can take care of a variety of them for you. And, includes mobile apps that give your employees the power to stay up to date on their projects, no matter whether they are working in the office or thousands of miles away.
  • Integrate with Microsoft Project. Always know where you stand on each one of your projects.
Goal #2 Increase Revenue and Market Share While Reducing Costs

How Dynamics 365 for Project Automation can help:

  • Ensure you assign the right consultant to each project. Matching consultants with projects that fit their talents and skills boosts their productivity and job satisfaction.
  • Improve your bottom line. Use automation tools to help you accurately estimate the cost of each project.
  • Real-time analytics give you a detailed look inside your business. Use the information to find areas of improvement you need to address.

Finance/Accounting

Goal #1 Reduce Costs

How Dynamics 365 for Project Automation can help:

  • Get an inside look at your business with real-time data. Use customizable dashboards to track KPI’s and discover areas for improvement.
  • Speed up the estimate process. Use automation tools to help you build a comprehensive estimate that meets your client’s needs.
  • Put your resources to work in the most efficient way. Make sure nothing will go to waste.
Goal #2 Increase Productivity

How Dynamics 365 for Project Automation can help:

  • Automate common administrative tasks. Allow your staff to spend more of their time working on projects.
  • Allow your employees to enter their time and expenses however is easiest for them, through a desktop client, a web client or mobile app. This increased flexibility means you will wait less time for them to submit this information. And, as a result, you can bill clients faster.
  • Encourage collaboration across your organization. Integration with Office 365, means your team members can work together, no matter whether they are in the same room or on opposite sides of the globe.

Pricing

 

Get the tools you need to make your project based business more profitable. Buy the Dynamics 365 Project Automation app for $95 per user per month. Need a system to handle more than just projects? Dynamics 365 has you covered from talent, to finance, to customer service and everything in between.

Learn more about all the Dynamics 365 licensing options.

Need help to choose the one that’s right for you? Contact us today! Our experts will be happy to help you find the most cost-effective option for your business.

Why Choose Dynamics 365 for Project Automation from Intelligent Technologies, Inc?

Experience

We’ve served the technology needs of SMBs for over 25 years. Since the beginning, ERP and CRM systems have been the focus of our business. No matter how complex your needs, chances are we have tackled something similar before. If you need customizations, our expert staff can help with those as well.

The human touch

Should you need help with Dynamics 365 for Project Automation, our friendly NC based staff will be there for you. No more searching for an answer yourself, or wasting time trying to figure out who you should call.

Expertise

Be assured we have what it takes to meet your ERP needs now and as your business grows. Our team has been implementing and supporting Microsoft Dynamics ERP since 1991.

Resources

 

Want more information?

Project service automation for Microsoft Dynamics 365

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Dynamics 365 For Project Service Automation Fact Sheet

A quick overview of Dynamics 365 for Project Automation describing its features and benefits that you can easily share with your coworkers.

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White Paper: Service Delivery Performance Drivers for Customer Facing Organizations

Learn how to optimize productivity, profitability and client satisfaction through sales and project delivery alignment.

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White Paper: 2017 Benchmark Report, Becoming A Dynamic Service Business

Discover why collaborative service delivery excellence and seamless continuity of customer experiences with business insights is critical to project-based organizations and teams on their road to profitability.

Questions?  Lets talk.

25 years, hundreds of satisfied customers.  Get the tools you need to make your projects more efficient and profitable.  Take the first step.  Tell us a little bit about your organization.

Phone: (336)315-3935

Email: afinch@inteltech.com

Address: 12 Oak Branch Drive Suite C, Greensboro, NC 27407

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