Project Planning, Resource Management, Team Collaboration: CRM PSA

Plan projects fast with project service in Dynamics CRM

Watch this video to see how a project manager, consultant, and resource manager collaborate to organize a project using project services in Microsoft Dynamics CRM. We'll step through the workflow and show how the project manager evaluates tasks, roles, time-frames, and potential team members to create a workable plan .

Then the resource manager receives the request for resources and finds available candidates with the right skills. Finally we'll show how a newly-available candidate finds out about the project and asks to be added to the team. Just like that the project is planned, staffed up, and ready for success.

 

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