Supply Chain Management
Inventory Management: Track inventory levels, reorder points, and item categories.
MPurchase Order Management: Manage purchase orders and vendor information.
Sales Order Processing: Automate sales order creation and fulfillment.
Warehouse Management: Optimize warehouse operations, pick/pack orders, and manage stock locations.
Sales & Service
Customer Relationship Management (CRM): Track sales leads, opportunities, and customer interactions.
Sales Invoicing: Automate invoicing and manage recurring invoices.
Service Management: Manage service orders, track repair work, and handle customer service contracts.
Project Management
Job Management: Track costs and usage per project.
Resource Allocation: Allocate resources to specific tasks and jobs.
Project Costing: Monitor project budgets and profitability in real-time.
Time Sheets: Track employee hours and link them to jobs or projects.
Manufacturing
Production Orders: Create and manage production orders.
Bill of Materials (BOM): Manage materials and component lists for products.
Job Management: Track costs and usage per project.
Job Management: Track costs and usage per project.
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Dynamics 365 CRM – Project Operations

Microsoft Dynamics CRM is an integrated Customer Relationship Management (CRM) system designed to help businesses increase productivity and customer satisfaction. It quickly and effectively helps you stay ahead of the competition with seamless integrations between Dynamics 365 and lead management applications.Key Features

What is Dynamics 365 Project Operations?

A module for managing projects, resources, and billing.

Can we track project budgets and costs?

Yes, with real-time financial tracking.

Does it have time & expense tracking?

Yes, with approval workflows.

Does it integrate with ERP systems?

Yes, agents can use knowledge articles while resolving cases.

Does it support AI for case resolution?

Yes, especially Dynamics 365 Finance and Supply Chain.

Does it support billing automation?

Yes, based on project milestones and time entries.

Does it support project planning?

Yes, integrated with MS Project.

Does it handle resource allocation?

Yes, including skill-based assignment.

Does it support project profitability analysis?

Yes, with built-in financial analytics.

Can supervisors monitor agent performance?

Yes, via dashboards and real-time monitoring.

Can it manage fixed-price and time-based projects?

Yes, supports multiple contract types.

Is it mobile-enabled?

Yes, for time entry and approvals.

Let's keep in touch!

Find us on any of these platforms, we respond 1-2 business days.
sales@gtrtek.com