• Drive your business in your own way

    SAGlobal’s Industry Strategy for
    Project-driven Organizations

SAGlobal Projects+ for Microsoft Dynamics 365

As a key component of SAGlobal’s industry strategy for project-driven organizations, we’ve developed a deep set of extensions to the Microsoft Dynamics 365 Operations service industries solution to provide best-in-class ERP capabilities, drive the adoption of industry best practices, and accelerate implementations of Microsoft Dynamics 365 while also reducing your cost and risk.


Solution Overview

SAGlobal Projects+ Industry Solution
SAGlobal Projects+ Industry Solution
(Click image to enlarge)
SAGlobal’s Projects+ for Microsoft Dynamics 365 is only available through SAGlobal, and can be found on AppSource here.

SAGlobal Projects+ for Microsoft Dynamics 365: Key Features and Benefits

  • SAGlobal Projects+ for Microsoft Dynamics 365 offers the following high-level features and capabilities:

    • Business development enhancements such as qualification and experience tracking, sales projects, and advanced project quoting capabilities
    • Project accounting enhancements such as deferred revenue handling, dimension inheritance, WBS maintenance, multiplier-based pricing, and project workflow enhancements
    • Resource management enhancements such as role-based resourcing, PTO requests and approvals
    • Time management enhancements such as work location tracking, late/missing timesheet management, line level approval enhancements, unit entry, unposted timesheet visibility, and subcontractor reconciliation
    • Invoicing enhancements such as advanced customer PO tracking, billing rules enhancements, advanced invoice formatting, auto backup detail generation, and project A/R and collections
    • Reporting enhancements including WBS forecasts, revenue forecasting, and earned value management (EVM)
    • Business intelligence solution (Projects+ BI) offering additional pre-built workspaces (dashboards), over 100 pre-built industry specific performance metrics, and over 20 industry-specific dimensions that the metrics can be sliced and diced by
    • Over 200 pre-documented industry best practices across all facets of the project lifecycle, including the ability to auto-generate SOP documentation and task guides for training and support
    • Accelerated implementation process and tools (Projects+ Express) including automated provisioning of industry template, industry-specific data migration templates, Lifecycle Services implementation methodology, project management templates, and more
  • SAGlobal Projects+ offers our clients unique value in the Microsoft Dynamics 365 community, such as:

    • Gaining more standard functionality out of the box than competing alternatives
    • Lowering your costs and risk by reducing the need to develop one-off customizations to address your business model
    • Driving the adoption of industry best practices through pre-defined, documented business processes and task guides
    • Accelerating implementations and reducing time-to-value through pre-built tools and industry templates
    • Improving insight and visibility while reducing costly development of relevant BI metrics

Upgrade to Microsoft Dynamics 365

Upgrade to Microsoft Dynamics 365 and enjoy the benefits of ERP+CRM at one price and the industry specific solution from SAGlobal.

Read More

Learn More About Microsoft Dynamics 365

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