KPMG/Crimson Wing and Microsoft have developed a new solution in Microsoft Dynamics CRM 2016 Online update 1. The Project Service Automation (PSA) service capabilities allow project-based (Professional Services) organisations to effectively manage the operations of their business. Project operations consist of managing the opportunity, quoting the work, planning the work, resourcing the projects, managing projects to the plan and billing for the work done along with actually doing the work!
So what is PSA:
Project Service provides an integrated customer experience for organisations that deliver customer-facing, project-based services including:
PSA offers different views of the key elements related to a project. This includes WBS, cost views, effort views and different ways of grouping information (by time frame, project role, phase, etc.). Additionally, the solution offers project templates that short cut the work involved with planning a new project. No more searching for a copy of an old Excel file.
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