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Page 1: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Complex challenges

1 Figure 2

2 Figure 4

3 Figure 21

SPI Research analysis for Microsoft based on 2017

Services Industry Maturitytrade Benchmark study for

165 organizations with over 100 employees and an

average size of 1315 employees

Decrease in new client penetration

over the last 3 years 19

Increase in employee attrition

over the last 3 years 26

Decrease in billable employees

in the last year 35

567

80

900

414448

6872

296

0

20

40

60

80

100

Bid-To-Win Ratio Billable Utilization On-Time Projects Profit Margin

Top 20 of organizations has implemented structured

business processes and utilize integrated information

systems to assure there is ldquoone view of the businessrdquo

Top 20 Other 80

Process maturity drives business performance

Learn more about the Professional Services Maturity

Model while assessing your companyrsquos maturity in less

than 15 minutes The assessment will pinpoint your

current levels of maturity and visualize the steps

required to advance to the next level

Get your organizations maturity scorecard

Whatrsquos top of mind for service delivery leaders

Deepen engagement

Empower teams

Optimize growth

Brought to you by Adobe Marketing Cloud

$ euro

Mobile Cloud

Global

$ euroMARKETING

CUSTOMER SERVICE

SALES

FIELD SERVICE

CUSTOMER INSIGHTS

OPERATIONS

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 2: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

567

80

900

414448

6872

296

0

20

40

60

80

100

Bid-To-Win Ratio Billable Utilization On-Time Projects Profit Margin

Top 20 of organizations has implemented structured

business processes and utilize integrated information

systems to assure there is ldquoone view of the businessrdquo

Top 20 Other 80

Process maturity drives business performance

Learn more about the Professional Services Maturity

Model while assessing your companyrsquos maturity in less

than 15 minutes The assessment will pinpoint your

current levels of maturity and visualize the steps

required to advance to the next level

Get your organizations maturity scorecard

Whatrsquos top of mind for service delivery leaders

Deepen engagement

Empower teams

Optimize growth

Brought to you by Adobe Marketing Cloud

$ euro

Mobile Cloud

Global

$ euroMARKETING

CUSTOMER SERVICE

SALES

FIELD SERVICE

CUSTOMER INSIGHTS

OPERATIONS

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 3: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Whatrsquos top of mind for service delivery leaders

Deepen engagement

Empower teams

Optimize growth

Brought to you by Adobe Marketing Cloud

$ euro

Mobile Cloud

Global

$ euroMARKETING

CUSTOMER SERVICE

SALES

FIELD SERVICE

CUSTOMER INSIGHTS

OPERATIONS

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 4: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Brought to you by Adobe Marketing Cloud

$ euro

Mobile Cloud

Global

$ euroMARKETING

CUSTOMER SERVICE

SALES

FIELD SERVICE

CUSTOMER INSIGHTS

OPERATIONS

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 5: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

$ euro

Mobile Cloud

Global

$ euroMARKETING

CUSTOMER SERVICE

SALES

FIELD SERVICE

CUSTOMER INSIGHTS

OPERATIONS

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 6: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

$ euroMARKETING

CUSTOMER SERVICE

SALES

FIELD SERVICE

CUSTOMER INSIGHTS

OPERATIONS

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 7: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Solution sellingForecast profitability and prioritize deals based

on a unified sales management dashboard for

both product and project-based opportunities

Customer-centricEngage and collaborate real-time with

customers on the quotes project scope and

resource requirements through customer portals

Streamlined contractsCreate project contracts track labor rates and

generate SOWs using an enhanced and

integrated sales force automation experience

Opportunity management

increase in services revenue

by decreasing the sales

cycle by 3070Digital Transformation of Sales Microsoft Survey Report by TOPO July 2016

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 8: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Account Manager

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 9: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Account Manager

End Customer

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 10: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Collaborative executionMake it easy for sales managers to collaborate with

PMs to estimate and define the work using standard

project templates

Predictable resultsVisualize cost effort and sales value of the work during

proposal management for credible lsquoestimate to completionrsquo

planning and financial integrity

Enhanced and robustUse the robust project scheduling and management

capabilities of Microsoft project to complement the

sales planning in Project Service Automation

Project planning

72Project overruns

attributed to incorrect

estimation process

Joint 2014 Study on Project schedule and cost overruns by KPMG and PMI

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 11: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

End Customer

ProjectManager

Account Manager

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 12: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

End Customer

ProjectManager

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 13: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

IntelligentOptimize resource assignment through a consolidated

scheduling engine across modes of service and ensure right

people on the right projects at the right time

Utilization focusedPivot the business on resources to enable business

development and portfolio investments to align with skills

and talent management

Consultant-centricEmpower consultants and sub-contractors to identify and

apply directly for available relevant project roles and update

skills profile through mobile devices

Resource management

revenue as a factor of salary

billable resource should bring

in for practice profitability25XBooked Up and Billable Best Practice ConnectWise

with Microsoft Azure POV 2015

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 14: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

ProjectManager

ResourceManager

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 15: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

ProjectManager

ResourceManager

Partner

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 16: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

ProductivityProvide powerful easy-to-use mobile-ready O365

productivity tools for project teams customers and

partners to update deliverables and monitor status

SMACIncorporate lsquosocial mobile analytics and cloudrsquo

experiences and technologies to enable timely and

relevant communication and collaboration

Greater agilityRespond quickly to scope changes and project risks by

adding and managing critical KPIs while ensuring

consistent and profitable service delivery

Team collaboration

122improvement in on-time project

delivery with an Enterprise

collaboration strategy in place

Aberdeen Group Sept 2014

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 17: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Team Member

End Customer

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 18: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Intuitive and familiarSimplify management of estimated and billed project

time by integrating the tasks and deliverables across

project and work calendars

AccountabilityProvide real-time financial insights to customers and

empower them to collaborate on timely corrective

actions

EfficiencyStreamline the submission approval processing and

reconciliation through web mobile apps and

Office365 for timely billing

Time and expenses

average cost per year

for failing to accurately

track time $110K3 Amazing Facts You Didnt Know About Time Tracking Software

Flipsnack 2015 study

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 19: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

ProjectManager

Team Member

$

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 20: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Timely and effectiveProvide project managers a one-stop-shop dashboard to

review override track overruns and approve all costs and

time impacting their projects

AccuracyEnsure the project invoices reflect the terms of the contract

and approved work and expenses for customers visibility to

projected vs actuals budget

AutomatedAutomate generation approval and distribution of

reconciled invoices in email and on the web with back-

office financials integration

Customer billing

3decrease in revenue for 5 day

increase in Days Sales Outstanding

SPI Research 2016 Professional Services Maturitytrade Benchmark study

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 21: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

ProjectManager

euro

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 22: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Unified platformLeverage Dynamics 365 business apps and PowerBI platform

for a strong basis for reporting integration and analytics

360 project viewUnderstand project performance team and resource

feedback and voice of the customer to ensure on-time on-

budget delivery model

Trends and forecastingIdentify trends explore what-if scenarios and forecast

outcomes to prioritize service offerings skills development

and adopt best practices

Service analytics

increase in earnings for

organizations using CRM

integrated with ERP and PSA36SPI Research 2016 Professional Services Maturitytrade Benchmark study

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 23: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Practice Director

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 24: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Opportunity

Management

Project

Planning

Resource

Management

Team

Collaboration

Time And

Expenses

Customer

Billing

Service

Analytics

COO Practice Director

Account Manager

Partner Manager

Project Manager

Team Member

End Customers

Resource Manager

Mobile Cloud Global

Empowerment along the customer journey and across the enterprise

$ euro

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 25: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Productive

Single system of customer

engagement for project

based organizations

Purpose Built

Real-time project

performance insights

recommend timely actions

Intelligent

Tailor service offerings

for your business and

industry needs

Adaptable

Familiar tools enable

connected and collaborative

project experiences

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 26: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Build trusted relationships and deliver outstanding projects

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 27: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

SALES

Enable both product and project sellers to collaborate on pursuits and proposals using a client-centric approach

FIELD SERVICE

Extend a reactive break-fix customer experience to value-add multi-day project engagements

OPERATIONS

Support a centralized consolidated and reconciled sales through financial management experience

CUSTOMER SERVICE

Capitalize on the new managed service economy to become integral part of your customersrsquo journey

MARKETING

Launch and manage the campaign and GTM activities through disciplined project-based delivery model

CUSTOMER INSIGHTS

Capture and display big data insights in ways service delivery leaders can anticipate customer needs

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 28: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

dynamics365project-service-automation

exploredynamicscomproject-service-automation

appsourcemicrosoftcom

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 29: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

akamsSPIAssessment

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence

Page 30: Dynamics 365 for Project Service Automation …...Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Operations Service onboarding and user adoption

Available for all eligible customers

Dynamics 365 for Sales Customer Service Field Service Project Service Automation and Operations

Service onboarding and user adoption assistance

Technical talks workshops and regular touchpoints

Direct Microsoft engineering engagement

Delivered remotely by time zone-based engineers in the Americas EMEA and APAC

FastTrackmicrosoftcom

Plan for a successful

rollout

Boost user engagement

Move to Dynamics 365 with confidence