Bringing together Sales & Project Delivery team with Microsoft Dynamics 365 for Project Service Automation - PowerPoint PPT Presentation

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Bringing together Sales & Project Delivery team with Microsoft Dynamics 365 for Project Service Automation

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In this article, we will be discussing how this solution brings together sales and delivery team in the service organizations. Through Dynamics PSA effective teamwork and coordination between sales & delivery team are realized. Thus, both the teams are able to seamlessly transition projects through each of the phases –beginning from initial prospect inquiry, to closed sale, then to the project kick-off, all through to the project completion. All of this is attained using collaboration tools that are helpful in better understanding of the client and work that needs to be completed. – PowerPoint PPT presentation

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Title: Bringing together Sales & Project Delivery team with Microsoft Dynamics 365 for Project Service Automation


1
Bringing together Sales Project Delivery team
for Project Service Automation
  • 353 1 886 5684
  • 44 121 285 5684
  • info_at_targetintegration.com

2
Who we are?
  • Established in 2008 with a vision
  • Every Business Should be able to Leverage the
    Full Power of their Business Insights
  • Offices in
  • Dublin (Ireland) - HQ
  • Birmingham (UK)
  • New Delhi Mumbai (India)
  • Development Centre in Thessaloniki (Greece)
    providing a perfect mix of quality and value

3
What do we do?
4
Bringing together Sales Project Delivery team
with Microsoft Dynamics 365 for Project Service
Automation
Let see how it works..
5
Bringing together Sales Project Delivery team
with Microsoft Dynamics 365 for Project Service
Automation
  • Today most firms in the market are
    transitioning into becoming project-based
    organizations, also known as PBOs. These
    companies began using project management long
    back, to enhance efficiencies maintain cost
    control.
  • Now taking note of the requirement for a
    Project-focused solution, Microsoft recently
    introduced Microsoft Dynamics 365 for Project
    Service Automation (Dynamics PSA). This
    end-to-end solution developed on the Microsoft
    Dynamics 365, provides functionality from quote
    to delivery to invoice.
  • In this article, we will be discussing how
    this solution brings together sales and delivery
    team in the service organizations.
    Through Dynamics PSA effective teamwork and
    coordination between sales delivery team are
    realized. Thus, both the teams are able to
    seamlessly transition projects through each of
    the phases beginning from initial prospect
    inquiry, to closed sale, then to the project
    kick-off, all through to the project completion.
    All of this is attained using collaboration tools
    that are helpful in better understanding of the
    client and work that needs to be completed.
  • Here we have mentioned the five crucial
    tools by Dynamics PSA that offer in-depth insight
    to both the team into the customer as well as the
    work needed to attain deliverables timely,
    on-budget and also in line with the customer
    expectations. So, lets explore them all

6
Group Calendar
Insight into the schedules of sales delivery
team, help team members to prepare well for
deadlines, planned activities, important internal
client meetings. Microsoft Office 365 Group
help the team member to easily share their
calendar with others and s/he can also add the
calendars of other team members to their own
calendar view. This will help team members to
quickly see what others are working on, so that
quick assistance can be offered whenever needed.
7
Group Document Library
Apart from providing the team members a channel
to make conversation, Microsoft Office 365 Groups
also enable the team members to easily share
store files, meeting notes and documents within
Group document library. With the help of this
document library, the team can stay on track with
the information related to project and it also
ensures that teams work off the latest version of
the right document and can reference the project
materials. It leaves no scope for any confusions
about who is having what document as all of the
project document share at one place so that team
members can access them at any given moment.
Besides, documents can be easily shared
externally as well.
8
Social Collaboration with Dynamics 365
Social collaboration tools offered by Dynamics
365 provide additional ways for the proactive
sales-to-service information exchange. Like, in
the case of Microsoft Yammer it enables the
enterprises to organize a private, Facebook-like
social network, where the employees could view
newsfeeds and post conversations to share and
receive the latest updates. With Yammer, team
members are able to access post Yammer content
regardless of their location. The app is useful
in breaking down information siloes by making the
interaction open across various departments.
9
Email Tracking
Email holds huge importance in everyday business
communication as it allows to easily share
crucial information and ideas with the team
through email exchanges. However, it can hamper
the team performance in case a team member is
missed accidentally or in case a critical
conversation cannot be referenced in future. In
this case, Dynamics 365 can be a savior as it
allows the team members to track Outlook email
correspondence pretty easily. It creates a
central repository for the emails that are to be
stored viewed, so whenever an email is tracked
in the Outlook, it will be saved as an activity
record in Microsoft Dynamics 365. The activity
record efficiently loops people into
conversations instead of forwarding the email
threads, because any person who is having an
access to activity record will be able to view
the message at any time, along with the
additional customer activities (if any) related
to that activity record.
10
Microsoft Tools
Since long, Microsoft Office applications have
worked as staple productivity tools for average
workers. Now Dynamics 365 has brought together
these conventional tools this robust business
management platform. No more the employees need
to spend time finding out how to use available
business apps, rather they can navigate quickly
to the everyday tools they require and get the
work done easily.
Final Note Having the entire team on the same
page, makes transitioning from closing a sale to
closing a project pretty smooth and seamless
affair. With sales delivery team members
presenting a cohesive, unique front to customers,
it puts customers at ease and corroborates their
trust this certainly is crucial for any of the
project-centered organization. With
ProjectService Automation from Microsoft Dynamics
365, the organization is offered collaboration
tools that are helpful in creating valuable
partnerships with the clients and support success
at every step of the project.
11
Why us?
  • Business automation using technology
  • Innovative vendor agnostic solutions
  • Experience of working in multiple sectors
  • Practical approach to technology

12
Customers
Our Success Stories Are Our Satisfied Clients...
13
Contact Us

Dublin, Ireland 353 1 886 5684 Birmingham, United Kingdom 44 121 285 5684 Gurgaon, India 91 98117 97554
www.targetintegration.com info_at_targetintegration.com www.targetintegration.com info_at_targetintegration.com www.targetintegration.com info_at_targetintegration.com
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