Microsoft Dynamics 365 for Project Service Automation

Building trusted relationships and maintaining a solid reputation depends on delivery of outstanding and increasingly distinctive experiences – consistently and profitably across every client interaction.


Dynamics 365 for Project Service Automation enables you to:

  • Deepen client engagement
  • Empower teams
  • Optimise growth

How can Dynamics 365 help my commercial outcomes in Professional Services?

Control sales processes – forecast profitability and prioritise deals based on a unified sales management dashboard for both product and project-based opportunities.

Become more customer-centric – engage and collaborate real-time with customers on quotes, project scope and resource requirements through customer portals.

Streamline contracts – Create project contracts, track labour rates and generate statement of works using an enhanced and integrated sales force automation experience.

Dynamics 365 for PSA

How can Dynamics 365 help with our project planning phases?

Improve execution across the business – make it easy for sales managers to collaborate with project managers to estimate and define the work using standard project templates.

Achieve predictable results – visualise cost, effort, and sales value of the work during proposal management for credible ‘estimate to completion’ planning, and financial integrity.

Extend scheduling capability – use the robust project scheduling and management capabilities of Microsoft Project to complement the sales planning in Dynamics 365 Project Service Automation.

How can Dynamics 365 for PSA help with resource management?

Optimise resource assignment – through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.  Talk to us about “unified scheduling” and “automated and self service scheduling”.

Focus on utilisation – pivot the business on resources to align with skills and talent management.

Support your consultants – empower them to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

Resource management
Time and expenses

How will Dynamics 365 make time and expenses management less of an administrative burden?

Simplify management and tracking of estimated and billed project time by integrating the tasks and deliverables on the calendars.

Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions for shared accountability.

Streamline the submission, approval, processing and reconciliation through web, mobile apps and Office365 for timely billing.

Download: Factsheet Microsoft Dynamics 365 for Project Service Automation

Project-based organisations are using Microsoft Dynamics 365 for Project Service Automation to unify their operations improving all aspects of their business and people, processes and technology. PSA is a complete solution for selling, planning (resources), timely delivery and invoicing of projects.

  • Personalised, predictable and profitable customer experiences
  • Deliver projects on time and in budget
  • Build trusted relationships

More questions on Dynamics 365

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