THE PERFECT SOLUTION FOR SME s. Microsoft Dynamics 365 for Project Service Automation

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1 THE PERFECT SOLUTION FOR SME s Microsoft Dynamics 365 for Project Service Automation

2 SOLUTION OVERVIEW Microsoft Dynamics 365 for Project Service Automation Infinity Group are one of the leading Microsoft Dynamics 365 partners in the UK. We help businesses achieve digital transformation by implementing Microsoft Dynamics 365 solutions for a wide range of clients ranging from SMEs to enterprise level organisations. As one of the largest Microsoft Gold partners with an elite team of certified Microsoft Dynamics 365 Consultants, Infinity Group work for many well known brands, planning, tailoring, implementing and fully supporting Microsoft Dynamics 365 solutions across the Microsoft Dynamics 365 application stack. Our impressive client list and strong reputation makes us one of the fastest growing Microsoft Gold Partners in the UK. Why do SMEs choose to implement Microsoft Dynamics 365 for Project Service Automation? The Microsoft Dynamics 365 for Project Service Automation application has the power to manage your entire project processes within the business across these five key areas: 1. Customer Engagement 2. Sales 3. Resourcing 4. Delivery 5. Billing Microsoft Dynamics 365 for Project Service Automation enables true transparency and financial control of every project, enabling your team to view real time project profitability, create contacts and easily generate statements of work using the useful suite of inbuilt project planning tools such as Gantt charts, budgets, dashboards and timelines. Powering the customer journey Opportunity Management Project Planning Resource Management Collaboration Time & Expenses Customer Billing Service Analytics Sales Account Manager Project Manager Resource Manager Project Finance Your Customers

3 PACKAGE OVERVIEW Here s what s included in our Project Service Automation package that we have specifically designed to accommodate the growing business needs of an SME. Manage project delivery from opportunity through to close Enabling you to track your opportunity from quote stage to project contract and then manage your project from initial planning to delivery. Full project management including budgeting, cost tracking and resource To enable you to build costed delivery plans and manage your project budget including resources and expenses. All the tools to plan, deliver and monitor projects You ll have access to resource availability and capacity enabling you to accurately plan your projects. An intuitive schedule board for resource planning & capacity management The easy to use drag and drop schedule board will enable you to quickly plan and amend resource schedules and view future capacity. Store project contracts for fixed price or time/materials billing You ll be able to to create project contracts with pricing breakdowns and payment milestones to be invoiced. Easily manage your leads, opportunities, quotes/orders and sales pipelines Your sales team can manage their leads from initial enquiry through to quote/billing stage and will have access to pipeline management tools such as charts and reports. Import existing leads, contacts and accounts into the platform Your current business critical data will be imported into the new system for a seamless transition to the new platform. and calendar integration You can easily access Microsoft Dynamics data from your inbox or calendar and track relevant s and appointments into the Dynamics platform. Click to dial and screen popping from your desk phone* Simply click on any phone number on your screen to dial outbound calls and have inbound calls show the related caller information as they arrive. 1 day s customisation of lists, forms and processes We will add bespoke fields and views specific to your business enabling you to capture key data about your customers and projects. 1 day s configuration of price lists, resources and project settings We will set up all the necessary configuration to enable you to sell and execute your projects. 1 day s user adoption training We will train your staff on how to use the platform to sell, plan, execute and participate in projects. A range of useful additional training material is also built into the platform. Also included Ongoing support: (Please refer to the pricing page).

4 CORE FEATURES Tools and Features Here are a small variety of the features and tools that are included within this Microsoft Dynamics 365 for Project Service Automation package Work breakdown structure for project planning Resource utilisation analysis Useful dashboards for reporting

5 COSTS Easy to understand solution pricing Broken down into three separate costs: one off implementation, the monthly Microsoft Dynamics 365 for Project Service Automation licenses and the option of ongoing monthly support. Pricing ONE OFF COST MONTHLY COST Deployment of Microsoft Dynamics 365 for Project Service Automation including the exact features outlined overleaf. from 15, Monthly Dynamics 365 for Project Service Automation license costs (per user) Monthly Support Package (up to 50 users). Includes: unlimited break-fix support and 2 hours per month to enable changes or additional training on the platform If you are interested in this package or would like to book a demo please contact our Solutions Consultant Harry Crouch: harry.crouch@infinitygroup.co.uk

6 THE SMALL PRINT Prices overleaf are correct as of October 2018 and may be subject to change To benefit from this packages features we require: You to have a compatible phone system and software You to have a compatible system (such as Office 365) Data to be imported to be entered in spreadsheet With all licencing, Microsoft Dynamics 365 Licence T&Cs apply If you are interested in this package or would like to book a demo please contact our Solutions Consultant Harry Crouch: harry.crouch@infinitygroup.co.uk or call Alternatively, you may prefer to visit our website