Dynamics CRM 365 for Professional Services

Microsoft Dynamics CRM is now even better, which also includes innovative project management modules; Field Service and Project Service for Professional Services. Making Professional Services Automation (PSA) tool most viable for this sector.

Professional Services
  • Resourcing and time frame management being vital areas of Professional Services. Professional Services Automation solutions are considered to address these difficulties.

  • So here it truly shine as PSA encompasses project management, expense and time management tools, centrally stored data management and more. Field Service and Project Service are modules for CRM that help to address these issues.

  • Project Service allows Dynamics CRM to have necessary tools to deliver professional engagements on time along with cost efficiency. Which means it will enable you to plan, estimate and quote contract work, assign resources and capture time and expenses accurately – allowing overall better customer experience to clients.

  • Field Service is a total solution which has advanced inventory tracking. Advance scheduling along with resource management especially for mobile in field specialists.

A Quick Overview

Thumbnail

Characteristics and proficiency ratings

Field service allows you to define criteria for projects and set them as a requirement in any work order. Your staff have their own profile within Dynamics CRM and are able to define their proficiencies. CRM will make recommendations based on these proficiencies matching them to the defined criteria, ensuring your clients get the right person for the right job.

Thumbnail

Mobile enabled

Your staff will often work in the field and be away from the office, without access to regular IT equipment. Field Service is accessible on an array of devices and optimized for use on mobile.

Thumbnail

Shares resources with Project Service

Items from Project Service feed into field service, offering a range of contextual data for staff in the field.


By using Field Service and Project Service, your organization will be able to effectively manage its resources, projects and billabilities. They’ll help your service organization deliver better service, keeping your clients happier and increasing your profits.

Let's Talk about Your Business