An Overview of Project services

Project services for Dynamics CRM has been released in the CRM Online Spring release. Project services will enable all aspects of a project to be managed in CRM from Pre sales opportunity management through to project planning, delivery and billing.

Project services will be delivered under an add on license to a CRM Online Basic or Professional sku. When trialing Dynamics CRM Online you will be able to load as a solution a trial of Project services.

The core capabilities of Project Services are:

  • Opportunity Management
    • Estimate, quote, and contract work, Plan and assign resources and Enable team collaboration
    • This great feature allows for a project quote to be created off the back of a work break down structure definition. As pre sales you will be create a draft project, start from a project template and adapt for the specific needs of the opportunity. Once the plan has been approved you can import in the project lines in to the quote and summarise the details by role or phase. Using the new word template functionality you will then be able to create a nice looking word document for your quote / statement of work.
  • Project-based contracts
    • Project contracts relate quotes and orders to project plans, financial estimates, labour pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.
  • Project planning
    • Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.
    • WBSpic
  • Resource management
    • Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.
    • Resourcing of projects can be performed by a centralized user role or by the project manager depending on your organisation needs.
    • Resource Availability screenshot
    • ResourceAvailability
    • Resource Utilisation screenshot
    • Resource Utilisation
  • Time and expenses
    • Capture time, expense, and progress data for real-time insights and accurate invoicing
    • Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items.
    • Screenshot of the time recording grid view
    • timerecording
  • Project billing
    • Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, is recorded for use in analytics and integration into financial systems.
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