Keep your team on top of every project
Keep your team on top of every project

Project and service management

Imagine having a real-time picture of where you stand with each project or being able to elevate the service experience by forecasting service issues. Microsoft Dynamics ERP gives you this kind of control over business-critical activities—helping to improve customer relationships, your team’s performance and overall profits.

Get project management tools

Help keep your team on top of every project, and get the tools to deliver what customers expect, when they expect it, for what you told them it would cost.

Find service management capabilities

Arm employees with the right information, and help provide the best possible customer experience—not merely during the sale but also in follow-up and service calls.

Manage the "what, when, and how much"

Managing the "what, when and how much" of every project.

Keeping up with the details of a project can often be as difficult as the project itself. With Microsoft Dynamics ERP, you’ll get detailed, yet accessible, reports that give you an accurate picture of your accounting, billing, and project processes, so you can know precisely what every project is costing. And, when you can automate manual processes, like data entry, and more easily stay on top of things, like change orders and other fluctuations, your efficiencies can save far more than time.

When you link your projects to your financials, you get a better picture of how expenses, like billable labour and hard costs, impact your bottom line. You'll see where every penny goes, helping to make you more precise—and profitable—with both estimates and invoices.

Shared Spectrum Company logo

"By using Microsoft Dynamics, we have been able to bring all facets of our business together under one solution— from timecard entry to integrated project management and accounting. Because of this, we can work to streamline our reporting and be ready for whatever opportunities the future may hold."

Dan Simmon
Shared Spectrum

Read how this government contractor improved
project insights and reporting.

Help improve the customer experience and your team's performance

Improving the customer experience and your peoples’ performance.

You don’t want your customers to simply be satisfied. You want them to be delighted. The best way to make sure this happens is to give your team the most relevant information—customer histories, preferences, and more—at the precise time in the service process.

  • Give employees access to the unique information that can improve their personal performance.

  • Increase communication by connecting your people and your customers with technologies they know and understand.

  • Give customers the tools they need to easily report service issues and to handle product returns.

  • Reduce routine tasks by knowing what's worked—and what hasn't—and be able to identify risks and trends.

Drive business impact

Drive business impact.

See across your entire business and into every customer experience. In addition to project and service management, Microsoft Dynamics ERP enables better:

Take the next steps

Small and midsize businesses

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Help simplify complex business challenges with Microsoft Dynamics AX.

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What is project and service management?

Project management is the process of planning, organising, motivating, and controlling business resources, including people, materials, services, and dependencies, to complete a goal. Service management is similar but focuses on improving internal processes and services.

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