Microsoft Dynamics 365 for Project Service Automation. Drive productivity, profits and higher client satisfaction.

Dynamics 365 for Project Service Automation is a SaaS solution that enables project-based businesses to run more productively, profitably and with higher client satisfaction. 

Delivered as a SaaS solution built on Microsoft's intelligent cloud, Dynamics 365 for Project Service Automation can be deployed independently or integrated seamlessly with other Dynamics 365 applications. As with all Dynamics 365 applications, Dynamics 365 for Project Service Automation comes with Power BI and Cortana Intelligence built-in, and integrates deeply with Office 365 to transform the way organizations work and grow. 

Dynamics 365 for Project Service Automation enhances each stage of the end-to-end project delivery experience:
opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics and integration.

Dynamics 365 for Project Service Automation brings people, processes and technology together to deliver value at each point of engagement along the project lifecycle and beyond.


Opportunity Management

Solution selling
Forecast profitability and prioritize deals based on a unified sales management dashboard for both product and project-based opportunities.

Engage and collaborate real-time with customers on the quotes, project scope and resource requirements through customer portals.

Streamlined contracts
Create project contracts, track labor rates and generate SOWs using an enhanced and integrated sales force automation experience.

Project Planning

Collaborative execution
Make it easy for sales managers to collaborate with PMs to estimate and define the work using standard project templates.

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

Enhanced & robust
Use the robust project scheduling and management capabilities of Microsoft Project to complement the
sales planning in Project Service Automation.

Resource Management

Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.

Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.

Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

Team Collaboration

Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers and partners to update deliverables and monitor status.

Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.

Greater agility
Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.


Time and Expenses

Intuitive & familiar
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.

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


Customer Billing

Timely & effective
Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects.

Ensure the project invoices reflect the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.

Automate generation, approval and distribution of reconciled invoices in email and on the web with back-office financials integration.

Service Analytics

Unified platform
Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration and analytics.

360 project view
Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.

Trends & forecasting
Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.