• 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?

Time and Expenses, Customer Billing, Team Collaboration: CRM PSA

Deliver on time and on budget with Dynamics CRM project service

Need more ways to give your customers positive project experiences that will keep them coming back? Get them with project service capabilities in Microsoft Dynamics CRM. Project service gives you one place to set up, track, and manage team members and team activities. Share conversations, calendars, documents, and notes with rich collaboration features.

Quickly enter time and expenses in calendar or grid views. Visually assess and adjust progress status, progress, and resource consumption. With the customer portal, your customers will always know where things stand, that the project contract is being met , and that invoices are accurate. Project service helps you deliver on-time, on-budget projects, every time.

In this demo, we’ll see how the Project Manager and Team Members deliver to their customers with Project Services Automation capabilities in Dynamics CRM

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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