Remove the project data silos from your business

Project service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for project sales, resourcing, delivery and billing. 

Project Services for Microsoft Dynamics CRM Online lifecycle

Cloud-based and connected to Office 365, Microsoft Dynamics CRM project service brings transparency and collaboration to your projects with these features:

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 include 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.
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.
Time and expenses: 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.
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.

Blog post

Additional insights can be found in our blog post Remove the project data silo from your business with Microsoft Dynamics CRM project service which highlights what benefits this new feature can bring to organisations like yours.


For more information on this feature download the datasheet now:

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Case Studies

These are organisations that used digital transformation as part of their business. Download the case studies to find out how technology helped support their strategy, giving them a competitive advantage in their markets:

  • AsureQuality: Mobility, visibility, customer engagement: food safety and biosecurity processes revitalised for the 21st century.
  • Jucy Rentals: From whiteboards to dashboards: a journey to data-driven decision making.
  • MPI: A story of vision, the right technology toolset and a journey of people-centred change.
  • Ryman Healthcare: Moving from filing cabinet to tablet: an app focused on people (not paperwork).
  • Giesen Wines: Growing success through an integrated, end-to-end technology platform.

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