![]() Use project estimates during the sales process.Estimate and track project costs and revenue.Plan projects by using a work schedule and estimates.Here are some of the tasks that the tools help with: Built-in templates and scheduling tools help project managers and teams stay productive. The project management tools in PSA help you easily run projects. These advanced tasks are typically performed in larger organizations that have separate divisions that work together. Team members can collaborate on projects, and they can maintain current, accurate project status information so that project managers can identify and manage project risks. ![]() It helps these organizations identify opportunities, submit bids, reach contractual agreements, manage resources, deliver projects on time and within budget, record time and expenses, and invoice the customer. ![]() For more information, see Project Service Automation Transition.Īpplies to Project Service app version 3.xĭynamics 365 Project Service Automation offers end-to-end support for service organizations by providing tools for managing the sales and delivery process. ![]() Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations.
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