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Dynamics 365 Project
Service Automation

CRM – Customer Loyalty

Deliver profitable projects within
the deadline and the budget

Build trusting relationships with customers,
providing amazing project experiences.

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Plan projects and schedule your team’s work through templates, where costs, working time and sales are recorded.

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Simplify the link between suppliers, project customers and resources to respond to demand and manage resource allocation.

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Establish through panels that project open opportunities and measure the percentage of profitability and viability of doing business.

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Automate the management, approval and distribution of invoices, issued in an agreement with the contractor, allowing for a correct integration with the finance department.

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Make it simple, effective and efficient to manage the estimated time and time billed in the project, integrating the tasks and delivery of the work / product or service in the calendars provided by dynamics 365.

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Provide your project teams and customers with efficient and easy-to-use mobile office productivity tools to improve communication and collaboration between both parties.

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Ensure integration with your financial back-office system, ie navigation, dynamics and more, for comprehensive analysis of profitability, revenue and expenses across organizations, enabling a solid reporting foundation.

Manage projects with
greater confidence

Dynamics 365 Project Service Automation features.

Automate your projects and resources

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Predict project profitability

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Gain visibility into project-based opportunities

Prioritize deals based on a unified sales management dashboard, which groups opportunities based on products and projects.

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Simplify the recruitment process

Ensure fully integrated sales collaboration by creating project contracts, monitoring labor rates and generating job descriptions directly in Dynamics 365 for project service automation.

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Collaborate with customers

Interact directly with customers about proposals, project scope, and resource needs through a secure portal.

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Increase productivity

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Raise the level of collaboration

Promote collaboration between project teams managing audio, video and documents through integration with Office
365 applications.

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Simplified management

Respond quickly to changes in project scope and risks by managing key KPIs, ensuring profitable service delivery.

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Simplify time and
expense management

Submit, approve, process and combine hours and expenses with anytime and anytime place to bill customers in day.

Adapt quickly-CRM
Invest with confidence-CRM
Unify your service environment-CRM
Drive innovation-CRM
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1

INNOVATE WITH A MODERN AND ADAPTIVE SALES PLATFORM

Adapt quickly:

Accelerate marketing and adapt the app to your needs through visual editors, no programming involved, and tools that make it easy to create and deploy mobile and web apps.

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2

INNOVATE WITH A MODERN AND ADAPTIVE SALES PLATFORM

Invest with confidence:

Take advantage of Microsoft's cloud platform to reduce the costs and complexity associated with running a global infrastructure and trust data protection in our advanced data centers.

Slide

3

INNOVATE WITH A MODERN AND ADAPTIVE SALES PLATFORM

Unify your service environment:

Automate processes for Dynamics 365 applications and third-party systems to improve service interaction experiences.

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4

INNOVATE WITH A MODERN AND ADAPTIVE SALES PLATFORM

Drive innovation:

Transform customer interactions with artificial intelligence insights, guiding your teams towards optimal business results.

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