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Project Service Automation

Dynamics 365 for

Project Service Automation

Build Customer Relationships

Earn your customers’ long-term trust and ongoing business by reliably setting and meeting their expectations using intelligent tools.

 

Support Your Team

Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.

INNOVATE and achieve

Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive, and grow profitably.

Manage Opportunity

Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.

Resource Scheduling

Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.

Customer Billing

Give your project managers one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web. And staying compliant is easier because our app works with your financial systems.

Team Collaboration

Provide powerful, easy-to-use, mobile-ready Office 365 productivity tools for project teams, customers, and partners to communicate and collaborate on project deliverables and tasks. Empower project managers by providing real-time status and performance indicators to mitigate project risks.

Why EMIT