Your 360° view extends from the sales stage all the way to invoicing. Access automatically compiled data (in the app or in Power BI) and address any concerns directly with the responsible person.
Streamlined processes for approval, project and invoice management will see you spend less time on routine tasks while having more control over project estimates, structures and milestones.
This business app helps you track time and expenses for project tasks and do it quickly, simply and precisely. Don’t worry about mistakes, you can correct them before submitting.
proRM Fast Start in Dynamics 365 helps you professionalize your organization’s project management in an easy way. Project managers will quickly see that they are spending less time on routine tasks. Project team members too will find themselves with optimized workloads (thanks to better planning by their superiors). The bottom line is less administrative costs, increased productivity and higher revenue.
Make a seamless transition from sales to project management. Create project structures in Project Gantt (you could use a project template) and immediately assign resources to individual project tasks. To avoid conflicting commitments or resource shortages, display all your other ongoing and upcoming projects in the same view. %video%
Employees who have been assigned to a project task can now track their time and expenses. Details for each booking include which project task they were working on, at which time, a description of the work carried out, a note whether this work is billable or not. Public holidays, vacations and other absences can also be recorded. %video%
Project managers find all submitted bookings in this feature, where they can filter them according to their needs. Minor mistakes can be corrected instantly with the help of the in-line editing function. By “unapproving” an entry and directing it back to its creator, he or she can take care of the issue. Both possibilities ensure accurate bookings for the invoicing process. %video%
Purpose-built apps for your industry
proMX’s project management solutions meet the needs of many businesses. Get to know five use cases with our white paper.
Find out how we can help transform your business with
Microsoft Dynamics 365 and proMX apps.
