Ensure a smooth flow of information within your team—essential for effective collaboration.
Plan work schedules effectively, taking into account the calendars of all team members.
Track the hours spent on a project and optimize future work and pricing.
Assemble the best project teams and manage their work in detail.
Plan the resources needed to carry out the project.
Optimize your pricing by automatically factoring in resources, costs, and margins.
Always keep the customer's needs in mind with the 360-degree view.
Manage your project work effectively with the CRM system—Microsoft Dynamics 365.
A system designed to maximize the efficiency of your company's project teams.
Microsoft Dynamics 365 features make it easier to manage and coordinate tasks carried out by project teams, including:
- detailed planning of project teams, tasks, and resources,
- managing project participants' working hours and tasks,
- optimization of design work,
- verification of the project’s progress against expectations, objectives, and budgets.
What Microsoft Dynamics 365 (CRM) means for your business:
EFFECTIVE PROJECT MANAGEMENT AT A SPECIFIED LOCATION AND TIME
The Microsoft Dynamics 365 (CRM) platform lets you work from anywhere, at any time. Whether you’re on a business trip, working remotely, or handling other responsibilities, you can still fully monitor and manage your project teams’ work once you log in to the system.
SMART PLANNING
With Microsoft Dynamics 365 (CRM), you can easily create a WBS (work breakdown structure), which is a project work plan and structure. The system will help you account for the expected project completion date and the time needed, for example, to source components or secure other necessary elements, as well as the team’s planned vacations, allowing you to perfectly align all work phases. You can clearly present the developed plan on a Gantt chart to facilitate monitoring the project’s progress.
PLAN VS. REAL-TIME IMPLEMENTATION
All data entered into the Microsoft Dynamics 365 (CRM) system is available in real time. You can see at a glance what stage the project is at, how it’s performing against expectations, objectives, and planned budgets, and—based on work history and team availability—estimate when the project will be ready. You can observe, analyze, draw conclusions, and continuously improve your team’s performance by providing them with real-time guidance and setting development-oriented yet realistic goals based on their past activities.
TIME SAVINGS THROUGH WORK OPTIMIZATION
With Microsoft Dynamics 365 (CRM), both project team members and their managers can focus on the strategic aspects of project execution and improvement, rather than searching for answers to the same questions or checking the status of individual tasks. Every team member has access to the work plan, project documents, and information flow, ensuring optimal workflow and saving valuable time.
PROJECT PROFITABILITY OPTIMIZATION
Microsoft Dynamics 365 (CRM) will help you ensure optimal project profitability thanks to its order and resource management features. Within the system, you can plan and verify the use of company resources at any stage of a project. You can compare actual costs against budgeted costs and quickly determine what steps to take to maximize profit while maintaining high-quality service.
