![]() ![]() This is where you can create projects, complete with timelines, team members, estimated and actual costs, and status. ![]() The Planning and Delivery section, in a sense, resembles Microsoft Project. It contains three distinct sections: Planning and Delivery, Billing, and Resources, which are clearly defined in the menu shown in the screenshot above. First, though, let's talk about what project service automation really is in CRM when you break it down, and why it could become something your business relies on.įor companies that treat the delivery of their services in a project-style manner, this new module allows you to work your way from the beginning of the sales process, all the way through to the final client deliverables, tracking all necessary metrics as you go. In fact, while you still have things like Contacts, Leads, and Opportunities, the majority of the content in this menu came with the Project Service Automation feature.ĭon't let this overwhelm you it's a lot of content, but we're going to help you get started with this series of three blog posts. ![]() You'll notice there is quite a bit of content within this menu item that is specific to Project Service Automation. If you have not yet installed it, check out our one-minute video on the Success Portal by xRM to learn how to install the trial CRM project service automation solution.Īfter installing, it will appear as an additional tile within your CRM menu (shown below). There is enough going on here with this solution that we will break this topic into three parts - this post is Part 1. No longer.įor service-based companies looking for a Project Management module within their CRM, this solution is a pretty impressive, in that it offers a fairly comprehensive set of functions to aid sales, project management, and delivery teams in delivering billable projects on time, while working efficiently and staying within budget. As most of us in this space know, it's been a frequent request, and has often been met by bolting on third-party solutions. By now, you have probably already heard that Project Service Automation (PSA) is a new solution offered in the Microsoft Dynamics CRM Online 2016 Update 1. ![]()
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