Microsoft Dynamics 365 for Project Service Automation | BDO Canada
Profit from your projects
Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.
Create profitable relationships
- Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations.
Enable productive employees
- Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships.
Innovate to grow
- Get the real-time insights you need to prepare for change. Set clear, companywide business priorities, make decisions fast, and grow profitably.
Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work.
Make it easy for your sales and project managers to collaborate on estimates using templates. For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.
Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.
Time and expenses
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.
Use real-time analytics to go from being reactive to proactive. Make it easier to identify actionable trends across your organization—from financials to operations to compliance to KPIs—using customizable dashboards and scoreboards.
Add prebuilt applications
Do even more with Dynamics 365 for Sales using AppSource. Enhance your sales CRM systems and processes by integrating add-on applications from Microsoft and our partners.
Customize your applications
Do more with your Dynamics 365 data. Create custom applications that connect with Dynamics 365 to solve your exact business needs—with little to no additional code development.
Sonia Edmonds is a CPA, CGA with over 25 years of finance, accounting and operational experience, including 18+ years in consulting, Sonia Edmonds is the Managing Partner of BDO's IT Solutions Group, leading the team of over 200 dedicated professionals nationally. With a core focus on business process improvement and sustainable change management initiatives, Sonia and her team help lead companies implement Microsoft Dynamics ERP and CRM, Business Intelligence, Corporate Performance Management and Technology solutions to help address financial and operational challenges and increase business efficiency.
Ask Sonia a Question or Call (905) 946-2500