{"id":19535,"date":"2021-08-24T01:48:39","date_gmt":"2021-08-23T23:48:39","guid":{"rendered":"https:\/\/arquiconsult.com\/?page_id=19535"},"modified":"2025-01-08T17:28:08","modified_gmt":"2025-01-08T17:28:08","slug":"dynamics-365-project-service-automation","status":"publish","type":"page","link":"https:\/\/arquiconsult.com\/en\/dynamics-365-project-service-automation\/","title":{"rendered":"Dynamics 365 Project Service Automation"},"content":{"rendered":"\n
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Dynamics 365 Project Service Automation<\/h4> <\/div>\n<\/div>\n\n
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CRM – Customer Loyalty<\/p> <\/div>\n<\/div>\n\n

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CRM – Customer Loyalty<\/h1> <\/div>\n<\/div>\n\n
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1.
Planning projects and scheduling your team’s work
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2.
Establishing opportunities through dashboards that project open opportunities and measure the percentage of profitability and feasibility of completing the deal
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3.
Providing efficient and easy-to-use Office 365 mobile productivity tools
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4.
Simplify the link between vendors, project managers and resources, to respond to demand and manage resource allocation
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5.
Automate the generation, approval and distribution of invoices, allowing correct integration with the finance department
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6.
Simplify the management of estimated time and billed time in a project by integrating tasks and the delivery of the work\/product or service into calendars provided by Dynamics 365
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7.
Ensure integration with the financial back-office system, to obtain a complete analysis of profitability, income and expenses between organizations, allowing for a solid reporting base
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Dynamics 365 Project
\nService Automation<\/h2>\n <\/div>\n<\/div>\n\n
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Deliver profitable projects within
the deadline and the budget<\/h2> <\/div>\n<\/div>\n\n
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Build trusting relationships with customers,
providing amazing project experiences.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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Plan projects and schedule your team’s work through templates, where costs, working time and sales are recorded.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Simplify the link between suppliers, project customers and resources to respond to demand and manage resource allocation.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Establish through panels that project open opportunities and measure the percentage of profitability and viability of doing business.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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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.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t

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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<\/a>.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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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.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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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.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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Manage projects with
greater confidence<\/h2> <\/div>\n<\/div>\n\n
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Dynamics 365 Project Service Automation features.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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Automate your projects and resources<\/h2> <\/div>\n<\/div>\n
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Earn customer trust<\/strong>
Make sure the materials delivered reflect the terms of the contract, approved work, and expenses.<\/p> <\/div>\n <\/div>\n <\/div>\n

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Plan for success<\/strong>
Accurately visualize costs, effort and revenue, benefit from predictable project delivery, using robust project planning capabilities that include native Microsoft project integration.<\/p> <\/div>\n <\/div>\n <\/div>\n

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Maximize management accuracy<\/strong>
Provide project clients with intuitive dashboards to review, monitor and approve all costs and hours that affect projects.<\/p> <\/div>\n <\/div>\n <\/div>\n

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Optimize the schedule<\/strong>
Benefit from smart, relevant competency-based competencies with real-time resource visibility using a unified scheduling engine.<\/p> <\/div>\n <\/div>\n <\/div>\n

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Increase billable hours<\/strong>
Accurately quantify usage and make informed decisions to get the most out of billable resources using real-time dashboards.<\/p> <\/div>\n <\/div>\n <\/div>\n

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Empower service professionals<\/strong>
Allow consultants and contractors to update their skill profiles and apply directly to relevant projects.<\/p> <\/div>\n <\/div>\n <\/div>\n \t\t <\/div>\n <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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Predict project profitability and Increase productivity<\/strong><\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
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Gain visibility into project-based opportunities
<\/strong>Prioritize deals based on a unified sales management dashboard, which groups opportunities based on products and projects.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Simplify the recruitment process
<\/strong>Ensure fully integrated sales collaboration by creating project contracts, monitoring labor rates and generating job descriptions directly in Dynamics 365 for project service automation.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Collaborate with customers
<\/strong>Interact directly with customers about proposals, project scope, and resource needs through a secure portal.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Raise the level of collaboration
<\/strong>Promote collaboration between project teams managing audio, video and documents through integration with Office 365 applications.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Simplified management
<\/strong>Respond quickly to changes in project scope and risks by managing key KPIs, ensuring profitable service delivery.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Simplify time and expense management
<\/strong>Send, approve, process, and reconcile hours and expenses anytime, anywhere to bill customers on time.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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INNOVATE WITH A MODERN AND ADAPTIVE SALES PLATFORM<\/b><\/strong><\/p> <\/div>\n<\/div>\n\t

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Adapt quickly:
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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.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
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Invest with confidence:
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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.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
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Unify your service environment:
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Automate processes for Dynamics 365 applications and third-party systems to improve service interaction experiences.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
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Drive innovation:<\/b>
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Transform customer interactions with artificial intelligence insights, guiding your teams towards optimal business results.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t<\/div>\n","protected":false},"excerpt":{"rendered":"

Dynamics 365 Project Service Automation CRM – Customer Loyalty CRM – Customer Loyalty Contact Us 1.Planning projects and scheduling your team’s work 2.Establishing opportunities through dashboards that project open opportunities and measure the percentage of profitability and feasibility of completing the deal 3.Providing efficient and easy-to-use Office 365 mobile productivity tools 4.Simplify the link between […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/pages\/19535"}],"collection":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/comments?post=19535"}],"version-history":[{"count":0,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/pages\/19535\/revisions"}],"wp:attachment":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/media?parent=19535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}