What is Microsoft CRM
for Project Management?

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What is Microsoft CRM 365 for Project Automation?


Microsoft Dynamics 365 Project Service Automation allows you to manage your projects from start to finish whilst seeing all interactions to do with that project.

Microsoft CRM for projects allows you to create contracts and quotes associated with a project and also track resources and ultimately the profitability of the project.

A unique feature of the Project Service Automation module is that you can setup projects based on a fixed price basis or alternatively you can setup the project as time and materials. The project module also brings together people and resources so you can deliver projects on time and on budget.

Microsoft Dynamics 365 Project Opportunity Management

If you have complex projects Microsoft CRM for project management allows you to manage all opportunities for a project so you can focus on the revenue milestones and achieve the desired profitability, whilst managing costs and managing resources.

Project Planning in Project Service Automation module.

You can quickly and easily create new projects in the Dynamics Project Service Automation Module and then track and monitor projects as they progress, this gives your organisation a real time view if a project is on track and on budget and if more resources need to be allocated to bring the project back in line with expectations.

Enter Project Time & Expenses

Making sure time and expenses are tracked accurately for each project is important so you can manage revenue and expenses and bill when needed. Microsoft CRM for projects allows you to track and report on all time and expenses incurred.


Solution Selling in CRM for Projects

Microsoft CRM provides a framework that allows you to manage solution selling on each project so you track every phone call, email, document and entity for that project and can stay on top of all opportunities for your projects.


Project Analytics and Reporting.

Analysing and reporting on your project in Dynamics 365 allows you to accurately monitor and track the progress on key KPI's for your project, this allows you to make sure the project is on track and revenue projections are also in hand.

Microsoft Dynamics project service automation reports provide all the key reports to achieve your goals. You can view costs, margin and resource utilisation.

Team Collaboration

In Microsoft Dynamics 365 for project service you can improve team collaboration by sharing calendars and documents for that project using Office 365, whilst instantly checking the status of the project with fellow colleagues and team members.

The features in Microsoft CRM allow you to work as a team to progress and work on each project.

Resource Management

Find the best people by matching available resources to project tasks based on role types, skill characteristics and certifications. Make the best use of each resource by reviewing individual booking capacities.

Automatically create project teams based on the resources defined in a work breakdown structure.

Project Billing

Projects services automation allows you to bill on time to make sure the project is making the correct revenue milestones for your business, you can automate the billing using certain frequencies in the software depending on the project milestones. Alternatively you can bill as a fixed price on a fixed date.

Some of the key features available in Microsoft CRM 365 Project Service Automation include:

  • Manage and estimate work.
  • Accurately track and manage project costs and progress to date.
  • Dynamics CRM for projects allows you to determine estimated project revenue and ultimately the project costs.
  • Track projects using powerful reports and dashboards.
  • Track and review project actuals.
  • Track the progress of a project, including project costs.
  • Time and expenses approval for each project.
  • Send out invoices for a project in a timely manner.
  • Manage project team member bookings and schedules.
  • Add phone calls, meetings, documents, emails and to do's for each project.
  • Organise groups in Office 365 for a project.
  • Schedule project breakdown structure.
  • Estimate and forecast resource requirements for each project.
  • Identify project threats.
  • Allow project team members to collaborate on projects.

Get in Touch


Contact AlphaLogix today to organise a demonstration of Microsoft CRM for projects.