Microsoft Dynamics for Project Service Automation

Finish successful projects using modern technology for automation, and tools for better collaboration.

*plus taxes.
  • Designed for comfort and productivity
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Overview

Profit from your projects

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

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Forecast project profitability

Gain visibility on project-based opportunities

Prioritize deals based on a unified sales management dashboard that brings together product and project-based opportunities.

Collaborate with customers

Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.

Simplify the contract process

Ensure seamless sales collaboration by creating project contracts, tracking labor rates, and generating statements of work directly within Dynamics 365 for Sales.

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Earn customer trust

Ensure project deliverables reflect the terms of the contract, approved work, and expenses.

Plan for success

Visualize accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

Manage with precision

Provide project managers with intuitive dashboards to review, monitor, and approve all costs and time impacting their projects.

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Optimize your resources

Streamline scheduling

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

Increase billable hours

Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real-time dashboards.

Empower service professionals

Allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects.

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Increase productivity

Elevate collaboration

Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications.

Manage with agility

Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.

Simplify time and expense management

Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.

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Times and travel expenses

Simplify the administration and billing of times and travel expenses for your employees. Desktop, web and mobile applications help you to share information, to connect them to customer projects, to approve entries or to update the progress of your projects. Configurable process operations make sure that any of these tasks will work perfectly at all times.

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Service analysis

Use real-time analytics and ensure proactive actions rather than reactive. Standardization of KPIs - with customizable dashboards and visualizations.

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