Professional Services Automation

The Cloud Solution that Bridges the Gap between Prospects, Projects, and P&L

Tribridge offers professional services organizations such as management and business consultants, architecture and engineering firms, and IT services and systems integrators, an innovative cloud solution to empower teams, increase productivity and drive growth.

Dynamics 365 for Project Service Automation seamlessly combines Customer Relationship Management (CRM) and Professional Services Automation (PSA) with Enterprise Resource Planning (ERP) connectivity into an integrated cloud-based application that works on any web-enabled device.

Dynamics 365 for Project Service Automation enables project-based organizations to deliver every customer engagement on-time and within budget through an end-to end solution for sales, planning, resourcing, delivery and billing.

Microsoft Dynamics 365 for Project Service Automation

Organizations will appreciate the simplicity of Outlook with the sophistication of Microsoft Dynamics, as it incorporates BI and KPI dashboards out of the box. Dynamics 365 for Project Service Automation provides a real-time overview of the entire project life cycle, integrating:

  • Contact & Opportunity Management
  • Sales Forecasting
  • Top-Down and Bottom-Up Project Estimating and Quoting
  • Project Planning with Gantt charts
  • Resource Management and scheduling
  • Skills and Proficiency Management
  • Contract Management
  • Billing
  • Office 365 Groups Collaboration: Documents, Calendars, OneNote, and Social Collaboration
  • Dashboards & Analytics
  • Customer and Partner Portal Access

Learn More About Our Solutions For Your Industry

Our Insights

Infographic: Bridge the Gap for Project Service Performance

Learn the 7 ways to modernize project service management. Deepen customer engagement and build employee loyalty across the project lifecycle to grow your professional services business.

Infographics, E-Books, and Whitepapers
eBook: The New Vision for Project Service Performance

Discover how your organization can bring together all the moving parts to support consistent project delivery—from how to deepen engagement with customers to meet today's level of expectations to how you can empower your own professionals to build...

Infographics, E-Books, and Whitepapers
Grow a Profitable Practice by Working Smarter, Not Harder

Economic conditions have improved, but so has the competition. These market dynamics and others add up to increased attrition and more difficulty finding talent. Professional services organizations (PSOs) must double down their efforts to align sales...

Infographics, E-Books, and Whitepapers
eBook: 5 Steps to Improving Disconnected Processes in Professional Services Organizations

Many Professional Services Organizations (PSOs) struggle to implement best practices efficiently and with the flexibility needed to handle everyday challenges that arise. Imagine the time and frustration (not to mention the costs) you’d save if you...

Infographics, E-Books, and Whitepapers
Microsoft Dynamics 365 for Project Service Automation

Designed exclusively for professional services firms and utilizing the Microsoft Dynamics platform, Microsoft Dynamics 365 for Project Service Automation enables you to bridge the gap between prospect,..

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