ISV Add-On Product Information

Smart PSA add-on by Dynamics 365 for Dynamics CRM

Business Processes: Project Management

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SMART PSA IS GOOD TO SELL, TO PLAN AND TO EXECUTE PROJECTS AND SERVICES COLLABORATIVELY, PROFITABLE AND EFFICIENT.

 

What is Smart PSA for Dynamics 365?

Smart PSA is an add-on that extends Dynamics 365 Project Operations with essential functionality for the day-to-day professionals who sell, execute and manage projects.

Smart PSA and Dynamics 365 Project Services empower you to complete profitable projects on time and within budget, while also increasing employee productivity.

Avoid wasting time and use best practices. Smart PSA adds the following capabilities to Dynamics 365 Project Services:

  • Ideas Portal
  • Demand management
  • Portfolio and program management
  • Manual registration of the project's physical progress
  • Baselines
  • Agile project support
  • Integration with Azure DevOps
  • Additive Management
  • Change request management
  • Billing tracking
  • Risk management
  • backlog management
  • PMI indicators
  • Bank of hours and overtime
  • Time posting control
  • vacation management
  • Curriculum Management

 

How the customers use Smart PSA?

  • Sell ​​Projects
  • Ideation
  • Plan Projects
  • Allocate Resources
  • Manage Projects
  • Collaboration
  • Timesheet and Expenses
  • Revenues
  • Analysis / BI

Smart PSA para Dynamics 365 Project Operations

 

Benefits

Process maturity drives performance

The top 20% organizations have implemented structured business processes for managing service projects (Project Service Automation) and use integrated information systems to ensure there is a “single view of the business”.

 

About Smart Consulting

Our mission is to improve your business performance by building efficient processes and systems that users love to use.

 

Pricing, Implementation and Consulting

Contact our Dynamics 365 experts and understand how our services can maximize your results.

 

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