Microsoft Dynamics 365 | PowerObjects

Why Project Managers are Using Dynamics 365 for Project Service Automation

Most project managers rely on software tools to track and manage the delivery of projects. Typically, the first step after finalizing the project charter is to build your WBS (work breakdown structure). One of the most popular tools for this is Microsoft Project which allows you to build your WBS into a project plan where you can assign dependencies, resources, durations, and dates. While it is a very powerful tool, Dynamics 365 PSA (Project Service Automation) offers a more robust end-end solution that also links the sales team to the delivery team.

Some of the unique benefits of PSA include:

Linkage to Dynamics CRM Opportunities or Quotes:

Features within Dynamics Project Services Automation:

Linkage with Dynamics Time Entries:

As you can see from the features listed, this is much more than just a project management tool. It provides all the capabilities to help ensure that the process and controls of your organization’s PMO are standardized and adhered to.

Furthermore, the tool offers the Delivery Management team full reporting and management capabilities across the portfolio of projects. Finally, the most amazing part of this tool is the way it bridges the divide, which many times exists, between the sales team and the delivery team.

For more information about Project Service Automation, check out our CRM Minute video!

Happy Dynamics 365’ing!