The Microsoft Dynamics CRM Platform Enhancement Discussion December 2017

Project Service Automation (PSA) is an end to end solution that provides project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

Project service automation for Dynamics 365 provides a powerful and flexible project management capabilities in CRM.PSA is an integrated solution built to manage services from sales through invoicing. As Dynamics 365 for PSA is built on Microsoft Dynamics CRM as it operates on one comprehensive solution and it requires no integrations. PSA enables team members to work collaboratively to ensure customers are satisfied well as maintain profit requirements.

While planning data migration, there could arise a lot many technical challenges which you should overcome and ensure the accuracy of data migration. One of the best data migration tools widely discussed in the market is Scribe, which is a cloud-based data migration platform.  

Be it an On-premise environment or Cloud environment, Scribe platform will reduce the time taken and risk of the data migration projects. Scribe is an easy to use platform that provides data manipulation capabilities that you expect from an Extract, Transform and Load tool. Users can migrate data easily and efficiently without spending much time in writing a custom software to fulfill this requirement.

Scribe has two separate integration offerings namely,

1. Scribe Insight (On-premise version)
2. Scribe Online

Scribe Insight

Scribe Insight offers a streamlined approach to data integration for IT professionals, business analysts, and systems integrators who prefer an on-premises solution.

Billing Type typically gives you the choice to bill the clients for the work delivered based on different criteria such as milestone, percentage completion, fixed price, completion of contract, etc. Any service industry will need a proper billing software to bill their clients accurately based on the billing types. TotalServ Pro supports 6 billing types that are applicable to various jobs in service industry.

A clean CRM will always ensure smooth and speedy business operations. Often, CRM gets crowded with Email and Notes Attachments and eats up the major CRM database leading to CRM slowness and unresponsiveness. Things get baffled when you are running out of space in CRM but have to retain some important attachments. That is where MTC’s Email Attachment Manager can come in handy to you.