Dynamics 365 for Project Service Automation

With Dynamics 365 for Project Service Automation, you can deliver profitable projects on time and within budget while increasing employee productivity, which in turn help build trusted customer relationships by delivering outstanding project experiences.

Try Dynamics 365 for Project Service Automation

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365 PSA - Management

Manage project with confidence

Dynamics 365 for Project Service Automation allows you to earn customer trust, plan for success and manage with precision. You can:

  • ensure project deliverables reflect the terms of the contract, approved work, and expenses
  • visualise accurate cost, effort and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project inetgration
  • provide project managers with intuitive dashboards to review, monitor and approval all costs and time impacting their projects.
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365 PSA - Optimise your resources

Optimise your resources

Streamline your scheduling, increase billable hours and empower your service professionals! With Dynamics 365 for Project Service Automation, you can:

  • enable intelligent and relevant skills-based assignments with real-time visibility to resources using a unified scheduling engine
  • accurately measure utilisation and make intelligence decisions to get the most out of billable resources by using real-time dashboards
  • allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects.
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365 PSA - Forecast

Forecast project profitability

Gain visibility on project-based opportunities, collaborate with customers and simplify the contract process! With Dynamics 365 for Project Service Automation, you can:

  • prioritise deals based on a unified sales management dashboard that brings together product and project-based opportunities
  • engage directly with customers on quotes, project scope and resource requirements through a secure portal
  • ensure seamless sales collaboration by creating project contracts, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.
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365 PSA - Increase Productivity

Increase productivity

With Dynamics 365 for Project Service Automation, you will be able to elevate collaboration, manage your team and project with agility and simplify time and expense management. You can:

  • foster collaboration across project teams using audio, video and document management with integration to Office 365 applications
  • respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery
  • submit, approve, process and reconcile time and expense anytime, anywhere for timely customer billing.
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365 PSA - Innovate

Innovate with a modern, adaptable platform

Dynamics 365 for Project Service Automation allows you to adapt quickly, unify your service environment, invest with confidence and drive innovation:

  • accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps
  • automate processes across Dynamics 365 applications and third-party systems for better service engagement experiences
  • rely on the Microsoft Cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust our state-of-the-art data-centres to safeguard your data
  • transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.
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