Microsoft Dynamics 365 Project Service Automation

Microsoft Dynamics 365 Project Service Automation allows project management, from the creation of opportunities, proposals and contracts, as well as the management of awarded projects. The solution provides management analyzes that guarantee the calculation and monitoring of the viability and profitability of the projects, from the moment a proposal is prepared. It also supports the management of working hours, price lists and resources allocated to a project, in order to effectively control its progression/execution and the costs of the project.

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Dynamics 365 Project Service Automation - Brochure
Planeie projetos e crie estimativas e agendas de trabalho

Plan projects and create estimates and work schedules

Estime e monitorize o custo e receita de um projeto

Estimate and monitor the cost and revenue of a project

Preveja os requisitos de recursos para os projetos

Predict resource requirements for projects

Monitorize o progresso e o custo de consumo de um projeto

Monitor a project's progress and cost of consumption

Faça a gestão da cotação, definição de preços e faturação de projetos

Manage quotation and pricing for projects

Utilize relatórios e dashboards interativos

Use interactive reports and dashboards

Project Service Automation is an integrated business solution, which provides the entire team with the real picture of projects and revenues, reducing the time spent on administrative tasks, and freeing the team from the added value interactions for the business.

Dynamics 365 Project Service Automation

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Hydra iT Services

DYNAMICS 365 PROJECT SERVICE AUTOMATION IMPLEMENTATION

Project implementation services for the Microsoft Dynamics 365 Project Service Automation solution online or on premise follow an agile and effective methodology, focused on results and the satisfaction of our Customers, with the following steps:

  • Technological consultancy: initial requirements analysis and project description. Hydra's team of consultants, experienced in implementing projects, knows the reality of each specific business in each sector of activity. Learn more in Technology Consulting services.
  • Project Management: it is the basic requirements of each project to have the project manager of the Hydra iT Team and the project manager of the Client's team, ensuring easy communication between the teams. It is the responsibility of the Hydra’s project manager:
    • The realization of the project plan (schedule) and the monitoring of its execution
    • Compliance with established deadlines and budgets.
  • Implementation: configuration of the solution and customization of features. It is also at this stage that users and the permission and access levels in the solution are configured.
  • Integration Development: in this phase, web services are developed, or Microsoft connectors are implemented in order to synchronize information from the Dynamics 365 CE solution with other systems and platforms, namely, websites, management systems, customer portals, Marketing Automation solutions. Learn more at Integration Services.
  • Data migration: loading data into the new solution. You can include in the scope of the project only the creation of the base data (chart of accounts, customers, product and price lists, etc.) or we can also include the migration of the information history that exists in the company.
  • Training: key activity for the success of the projects implemented by Hydra iT. The training is carried out at the Client with the key users directed to each area of ​​the solution. Training is also carried out for the team that will be responsible for administering the system.
  • Follow-up on start-up: after the completion of the training, the start date of the solution's operation is scheduled. At this moment, Hdyra’s consultants carry out on-site follow-up actions at the workplace for all users, in the first days of operation of the solution in order to enhance the adoption of the system and give maximum confidence to users in all tasks that should play.
  • Solution support: after completion of the project, Hydra iT guarantees the continuity of support and support to users through the execution of a support contract. The Hydra’s support team guarantees maintenance: preventive, evolutionary and corrective of the solution. Customers with a support contract have access to the Customer Portal where they can open new support requests, interact with the Hydra iT team and consult the status of each order. Learn more at Support services.
VERSION UPGRADE/MIGRATION

Regarding CRM management systems, namely on premise (on-site installation with perpetual licensing), companies choose to take advantage of the implementation over time, benefiting from the guarantee and support that Microsoft offers for all versions for various years.

The moment when each company will update its Microsoft CRM solution is often used to redeploy the solution or, at least, to adapt its functionalities to new processes or to develop new business requirements. In this way, Hydra iT offers companies that already use Microsoft management solutions: Dynamics CRM, CRM 2016, 2015 or earlier, their services for updating versions or migrating solutions that may include the transition from on premise solutions to Cloud.

When the Customer intends to redeploy its CRM solution, the methodology developed by Hydra iT is similar to the global implementation of solutions, with the phases and activities of: Technological consultancy, Project Management, Implementation, Integration Development, Data migration, Training , Start-up monitoring and solution support. Learn more at Global CRM Implementation services.

When the Customer intends to transition his solution from his local servers to the Cloud, Hydra iT adds value by carrying out this work with minimal impact on the company's operation and enhancing all the associated benefits, namely in terms of security, accessibility and solution availability.

When the Customer intends to update the solution without process changes or new areas of implementation, Hydra iT performs the following services:

  • Comparison of specifics: detailed identification of specific functionalities and modules of the solution in operation.
  • Implementation of specifics in the new version: configuration and development tasks in the solution. It includes creating users and assigning access policies and permissions.
  • Report Development: when necessary, a survey of the reports, documents and analyzes used by the company is carried out in order to replicate the same information and formats in the new solution.
  • Integration Development: in this phase, when there is a significant technological evolution, web services are developed or Microsoft connectors are implemented in order to synchronize information from the Dynamics 365 BC solution with other systems and platforms, namely EDI with customers or suppliers, web sites, business portals, specific business systems, peripheral equipment such as scales or time clocks, etc. Learn more at Integration Services.
  • Data migration: loading data into the new solution. You can include in the scope of the project only the creation of the base data (customers, contacts, orders, open budgets, product and price lists, etc.) or we can also include the migration of the information history that exists in the company.
  • Validation and approval tests: at all levels and for all processes, tests are carried out in team with the users of the solution in order to guarantee the exact functioning of the solution. Hydra iT has a global checklist of tests to be carried out and to be approved by users of the solution
  • Training and exploration of new features: key activities for the success of projects implemented by Hydra iT. The training is carried out at the Client with the key users directed to each area of ​​the solution and directed to the main differences between versions and the presentation of new features.
  • Follow-up on start-up: after the completion of the training, the start date of the solution's operation is scheduled. At this moment, Hydra iT consultants carry out on-site follow-up actions in the workplace for all users, in the first days of operation of the solution in order to enhance the adoption of the system and give maximum confidence to users in all tasks that should play.
  • Solution support: after completion of the project, Hydra iT guarantees the continuity of support and support to users through the execution of a support contract. The Hydra’s support team guarantees maintenance: preventive, evolutionary and corrective of the solution. Customers with a support contract have access to the Customer Portal where they can open new support requests, interact with the Hydra iT team and consult the status of each order. Learn more at Support services.
IMPLEMENTATION OF FUNCTIONALITIES

For Customers who already use the Microsoft Dynamics 365 CE solution or previous versions of this Microsoft CRM, Hydra iT offers services for the development or implementation of new features or modules. These services can be complemented with our Consulting services in order to optimize the use of the system in the company and to choose the best approach for the new needs that arise according to the natural evolution of the business.

TECHNOLOGICAL CONSULTING

The team of Hydra iT consultants certified by Microsoft, with deep knowledge in the various business areas and proven experience by our Customers, develop the following services in the context of implementing a global project or in isolation:

  • Analysis of a company's current requirements and processes with a view to structuring or even remodeling and optimizing the CRM solution. These services involve the analysis of the technology that the company has and the business processes that are supported and those that are not. From there, they help you identify quick gains for your organization, adding maximum value with minimum effort
  • Optimization services particularly relevant when the adoption of your current system is low or when you are no longer able to meet the needs of your business. Provided by our expert consultants, highly experienced in generating additional value from a management system, optimization services consist of focused activities, such as training workshops, feature updates and new reporting capabilities.
  • Development of specifications for selection of solutions
  • Recommendation for technical and functional improvements and new implementation projects
  • CRM solution architecture
  • Current status assessment and definition of technological roadmap for the CRM of a company or organization
  • Assessment of the compliance status of the solution with general security and data protection requirements
  • Support in the selection of new or complementary business solutions
  • Support in optimizing the use of the CRM solution.
TRAINING

A formação é considerada pela Hydra iT a atividade chave para o sucesso dos projetos implementados. A Hydra iT desenvolve ações de formação que podem ser incluídas no âmbito de cada projeto de implementação ou lecionadas isoladamente. As ações de formação dirigidas para uma solução específica ou para um módulo ou área aplicacional de uma solução podem ser efetuadas em dois formatos distintos:

  • Workshops de formação com plano standard de tópicos para introdução a novas soluções ou reforço de competências. Habitualmente, este tipo de formações incluem uma apresentação concetual e teórica dos temas e uma componente prática com recurso à solução do próprio Cliente e são realizadas nas instalações da Hydra iT em Braga ou em Lisboa.
  • Ações de formação dimensionadas de acordo com necessidades específicas de uma empresa. Preencha o nosso Questionário de Formação e apresentamos um plano de intervenção à medidas das suas necessidades. Normalmente, estas ações de formação são realizadas nas instalações do Cliente.

 

As ações de formação realizadas pela Hydra iT podem incluir:

  • Material de apoio e disponibilização dos suportes documentais utilizados na formação
  • Utilização do ambiente ou solução de cada Cliente em momentos de formação prática
  • Certificados de presença para os participantes
  • Gravação de vídeo de formação e disponibilização aos participantes.

Training is considered by Hydra iT to be the key activity for the success of the implemented projects. Hydra iT develops training actions that can be included in the scope of each implementation project or taught separately. The training actions directed to a specific solution or to a module or application area of ​​a solution can be carried out in two different formats:

  • Training workshops with a standard topic plan to introduce new solutions or strengthen skills. Usually, this type of training includes a conceptual and theoretical presentation of the themes and a practical component using the Client's own solution and is carried out at the Hydra iT facilities in Braga or Lisbon.
  • Training actions tailored to the specific needs of a company. Fill out our Training Questionnaire and we present an intervention plan tailored to your needs. Usually, these training actions are carried out at the Client's premises.

 

The training actions carried out by Hydra iT can include:

  • Support material and availability of documentary supports used in training
  • Use of each Client's environment or solution during moments of practical training
  • Attendance certificates for participants
  • Training video recording and availability to participants.
DEVELOPMENT OF INTEGRATION PROCESSES

In order to create information synchronisms with external systems, Hydra iT develops integration services using APIs or connectors provided by Microsoft or with the creation of web services.

Integrations can be part of the scope of an implementation project or can be developed separately in projects already implemented.

The Hydra iT team has experiences and skills to respond to the main challenges related to technological integration, namely with:

  • Among the various Microsoft solutions: Dynamics 365 Business Central, Dynamics 365 Customer Engagement, Office 365, Sharepoint, Power BI, among others.
  • Web platforms: institutional websites, apps, business portals
  • Connector with LinkedIn
  • Business management systems
  • Specific business management applications
  • Marketing Automation Platforms
SUPPORT

For current Customers or companies using Microsoft solutions, the Hydra iT Support Team has the following services:

  • Help desk services: functional or technical support and clarification of doubts by phone and email to all users of applications with administration profiles.
  • Preventive Maintenance: the actions initiated in order to keep the applications in optimal performance conditions, as well as the availability of new releases and features developed by HYDRA IT that bring added value to the applications or that result from legal imperatives.
  • Corrective maintenance: the elimination of all problems and malfunctions of applications resulting from factors external to them that require intervention, either to correct data or to restore its operation. The correction of defects in the supplied software respects the legal warranty terms.
  • Evolutionary maintenance: includes the following services:
    • Development of new features required by the Client
    • User training
    • Analysis and consultancy services on the business processes supported in the applications in order to obtain higher efficiency and effectiveness rates.