• Drive your business in your own way

    Drive your business in your own way

  • Your business is dynamic

    Your business is dynamic

    Shouldn’t your ERP & CRM system be too?

Project Planning, Resource Management, Team Collaboration: CRM PSA

Plan projects fast with project service in Dynamics CRM

Watch this video to see how a project manager, consultant, and resource manager collaborate to organize a project using project services in Microsoft Dynamics CRM. We'll step through the workflow and show how the project manager evaluates tasks, roles, timeframes, and potential team members to create a workable plan .

Then the resource manager receives the request for resources and finds available candidates with the right skills. Finally we'll show how a newly-available candidate finds out about the project and asks to be added to the team. Just like that the project is planned, staffed up, and ready for success.

CRM Resources: Product Information & Demos

Overview Video of Microsoft Dynamics CRM PSA
Opportunity Management: Dynamics CRM Project Services Automation Demo Video
Project Planning, Resource Management, Team Collaboration: CRM PSA Demo Video
Time and Expenses, Customer Billing, Team Collaboration: CRM PSA Demo Video
5 Secrets to High Growth and Profit through Sales & Delivery Alignment
Microsoft Dynamics Project Service Automation for IT Hardware & Software Companies
Microsoft Dynamics Project Service Automation for IT & Management Consulting Firms
Microsoft Professional Services Industry Solutions
The Dynamic E&C Firm
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