Integrate with Microsoft Dynamics 365

Keep projects sychronized with your company's day-to-day processes in Dynamics.

SELL CONFIDENTLY

Automatically connect sales information to project work.

Let your sales team continue with Dynamics or their preferred ERP or CRM tool. When they win a new deal or start a sales order, you can bring the project into Project Insight and link it to Dynamics. Then manage your work in Project Insight.

WORK BETTER

Create projects and tasks from CRM and ERP tools.

Quickly manage budgets and assign resources
Sets rates and expense codes
Establish start and end dates
Spend less time with manual entry and explaining deals to your work teams
See project comments, statuses, and issues in both systems to maximize sales communication

BILL ACCURATELY

Integrate project work with your billing and invoicing tools.

Create invoice records directly from project work. Unify your CRM, ERP, project management, and invoicing tools into one seamless work management system.

Take on
More Work

The sales and business development team can create new projects directly from Dynamics that will pass directly to the project team for better forecasting and planning.

Save
Time

Improve efficiency. Eliminate duplicate data entry and the errors associated with it by passing account or customer information from Dynamics over to Project Insight.

Improve
Collaboration

Allow teams to stay in the tools they prefer. Connect information from Dynamics within projects in Project Insight for seamless communication.