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Microsoft Dynamics 365

Project Service Automation

" Profit from your projects with Microsoft Dynamics Project Service Automation"

Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.

Dynamics 365 Project Service Automation will become Dynamics 365 Project Operations, unifying all aspects of the project life cycle—from prospects to payments—in a single solution.

Plan and deliver successful projects using a predictable and customer-centric service delivery model. Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Explore Dynamics 365 PSA Capabilities

  • Earn customer trust by ensuring project deliverables reflect the terms of the contract, approved work, and expenses.Visualize accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

  • See things from the customer's perspective. Survey, measure, and act on customer feedback by bringing your customer data together with survey insights from Microsoft Forms Pro—included with Dynamics 365 Project Service Automation.

  • Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real-time dashboards. Empower consultants and sub-contractors to update their skills profile and apply directly for relevant projects.

  • Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.

  • Streamline scheduling with intelligent and relevant skills-based assignments and real-time visibility to resources using a unified scheduling engine.

  • Prioritize 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.

  • 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 expenses anytime, anywhere, for timely customer billing.