This is Dynamics 365’s Project Management tool.
If there is any point in your business process flow where you need to manage a project, you can hook everything into the CRM, manage your time against it and your sales/customer services teams can see everything that is happening. The functionality lends itself extremely well to the complex projects that manufacturers need to manage.
The single customer view continues to be invaluable, helping your team run projects more effectively thanks to better internal collaboration, saving time and effort. The app includes Project Estimates, Gantt Chart, Approve Project Expenses, Project Contracts, Manage Project Resources, Customer Billing, Mobile Productivity and Resource Competencies. Users that only need to submit time and expense entries can do so with the Team Member license. It also includes Non-Production License, Social Engagement, Knowledge Management, Voice of the Customer and Team Member capabilities.
Tomorrow, we’ll give you a snapshot of The Dynamics 365 Field Service App