Project service module available with Microsoft Dynamics CRM 2016

Project service capabilities for Microsoft Dynamics CRM offer an end-to-end solution that empowers organizations to deliver professional engagements on time and within budget.

  • Estimate, quote, and contract work
  • Plan and assign resources
  • Enable team collaboration
  • Capture time, expense, and progress data for real-time insights and accurate invoicing

Of course the new module is fully available within audius.CRM Mobile Service and audius.CRM Mobile Sales!

Specifically, these are:

  • Project-based contracts: Project contracts relate quotes and orders to project plans, financial estimates, labor pricing, billing arrangements etc
  • Project planning: Visual project planning and estimation includes predecessors, automatic task scheduling etc.
  • Resource management: Resource information includes the skills and proficiencies of your workforce
  • Time and expenses: Team members can use the web or mobile apps to record time and expenses for multiple projects
  • Project billing: Project invoices reflect the terms of the contract and the approved work and expenses.

Project Service is delivered as an add-on product for customers from Microsoft Dynamics CRM 2016 Update 1.

Don’t hesitate to contact us! We’re happy to help!