MICROSOFT DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION

Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

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Profit from your projects

Create profitable relationships. Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations.

Enable productive employees. Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships.

Marketing CRM

Solution selling

Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalise project scope and statements of work.

Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

Service CRM
Social CRM

Resource scheduling

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimise your resources across project service, customer service, and field service-and increase your consultants’ job satisfaction.

Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.

Social CRM
Social CRM

Time and expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

Service analytics

Use real-time analytics to go from being reactive to proactive. Make it easier to identify actionable trends across your organisation-from financials to operations to compliance to KPIs – using customisable dashboards and scorecards.

Social CRM
Felicity Sutton, CRM Manager
“Crimson’s straightforward approach has ensured successful adoption.”Felicity Sutton, CRM Manager

Get the most from your investment in Microsoft Dynamics 365

As an established Microsoft Gold Partner that’s part of the $1B global Harvey Nash Group, Crimson gives you the confidence to move forward with your project.

Establish the business case to win hearts and minds

Our team can help you clarify and focus your goals, help you get buy-in to your project, and gain the proactive support of your peers.

Rapid prototyping that unlocks value

Say goodbye to big bang, risky projects. Crimson quickly builds prototypes so your team can begin realising the opportunity sooner.

Bite-sized project approach that drives user adoption

We break up larger projects into smaller chunks. We get your users involved so they feel part of the process, while still juggling their day job.

Accelerators that get you there sooner

Crimson has industry-specific and cross-industry processes that minimise software development time and help you squeeze more from your investment.

Discover what Microsoft Dynamics CRM can mean to you with Assess to Progress

Crimson unites people, processes and technology, unlocking the value of technology investments. We invite you to apply for Crimson’s Assess to Progress workshop, where you get to evaluate how Microsoft Dynamics CRM could add value to your organisation.