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

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