Microsoft Dynamics 365 for Project Service Automation: Five collaboration tools for sales & project delivery

Service organizations depend on effective teamwork and coordination between sales and delivery teams. The sales team has important insights into customer needs and expectations; the delivery team offers crucial expertise in how to best achieve the customer's vision. When both work together as a cohesive unit, a project benefits from a clear focus that propels deliverables toward successful conclusions.  

Microsoft Dynamics 365 for Project Service Automation enables sales and delivery teams to seamlessly transition projects through each phase - from the initial prospect inquiry, to the closed sale, to project kick-off, through to project completion - with collaboration tools that help better understand the client, and the work that needs to be done.

Here are five of the many tools in Dynamics 365 for Project Service Automation that provide teams with in-depth insight into both the customer and the work required to achieve deliverables on-time, on-budget, and in line with customer expectations.

Email tracking

Email is a crucial, everyday business communication tool. Important information and ideas can be easily shared and digested, and courses of action determined, through team email exchanges. But if a team member is accidentally missed, or if an important conversation can't be referenced in the future, email can slow down the team.

Microsoft Dynamics 365's integration with Microsoft Office 365 enables team members to easily track Outlook email correspondence that impacts the team. Dynamics 365 creates a central repository for emails to be stored and viewed - when an email is tracked in Outlook, it is saved as an activity record in Dynamics 365.

This activity record is a far more efficient way to loop people into conversations ...