KPMG has developed a new solution in Microsoft Dynamics CRM 2016 Online

New solution in Microsoft Dynamics CRM 2016 Online

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KPMG has developed a new solution in Microsoft Dynamics CRM 2016 Online

By Frederik Brok, Senior Consultant, Advisory, KPMG in Denmark

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:
 

  • Planning, estimating and pricing multi-day projects, 
  • Optimising resource utilisation, 
  • Tracking and approving project tasks and finances 
  • Monitoring performance metrics 
  • Enabling on-time, on-budget project delivery and improve efficiency, collaboration and profitability.

 

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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© 2016 KPMG Statsautoriseret Revisionspartnerselskab, a Denmark Limited Liability Partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.

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