Dynamics 365 for Project Service: 4-Hr Assessment

Wipfli LLP

An engagement to explore how Dynamics 365 Project Service Automation can bring people, process, and technology together through a unified experience.

This session will introduce Dynamics 365 Project Service and will explore how the solution can meet your business needs to effectively manage projects, schedule resources, and analyze results.

Wipfli has extensive expertise implementing the Dynamics 365 Project Service Automation module and by the end of your session you will gain an understanding of the capabilities of Dynamics 365 Project Service and how it can be leveraged to meet your needs.


  • Introduction to Microsoft Dynamics 365
  • Review of core processes & current business challenges
  • Demonstration of Dynamics 365 Project Service and how it aligns with your business challenges


  • Learn how Dynamics 365 can streamline your processes and increase collaboration
  • Gain an understanding of Microsoft’s technology roadmap
  • Discover best practices within your industry

You will also gain a comprehensive overview of how you can manage the complete customer life cycle from sales, planning, and delivery to service after the sale, which includes the following topics:

  • How to streamline the sales lifecycle directly into operations & project execution
  • Visible across departments regarding the current status and scheduling needs of your projects
  • Alignment of resources to projects based on skillset, location, and role
  • Provide visibility and real-time information to empower a mobile work force
  • Get early insights into product quality and profitability to address them quickly


This session is for Business Leaders, IT, and Sales Managers.

At a glance