Finding your way to the right information shouldn't be a treasure hunt. A proper handoff between sales and project management should streamline your workflow. Automating the handoff increases productivity and prevents information related to an opportunity from getting lost in the transition.
No more juggling around with different systems. Your Microsoft Dynamics timeline is the place to be. A bidirectional connection with PSOhub syncs all relevant project management information with the activity timeline in 365. Everything going on regarding your project's health, progress and invoice details is there.
Automate your business from funnel-2-cash through an integration with your accounting tool. Open invoices, payment reminders, credits; it can now all be handled through a native integration.