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Project Service Automation

What is Dynamics 365 Project Services Automation (PSA)?

Microsoft Dynamics 365 PSA is the next generation of cloud based systems. Dynamics 365 PSA provides an overview of business processes from Sales, Project Management, Customer Service and Fields Service. Dynamics is integrated with Office 365, Power BI and Microsoft’s additional cloud solutions. Project Service Automation extends Dynamics 365 (online) to provide an end-to-end solution that helps sales and delivery teams engage with customers and deliver billable projects on time and within budget. 

Profit from your

Dynamics 365 PSA makes it easy for Sales and Project Managers to cooperate on estimations through:

  • Templates
  • Professional methods that give project managers overview and ability to monitor the process from start to end
  • Gantt-chart functionality
Learn more about
Microsoft Dynamics 365 for Project Service Automation

Each Project Manager can eliminate time waste on their set of projects with easy access to all resources and ability to manage them. All projects can be viewed via different dashboards. This solution is available with user friendly interfaces on both computer, tablet and other mobile units.

Effective resource management is the primary way to reduce expenses across the organization. Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Whether working with large or smaller projects, project management is crucial to achieve the set goals within the deadlines. Project goals, budget, activities, resources, technology and project plans are all part of a project and as Project Manager it is important to have a tool for project management to keep a good structure of the different tasks.

Additionally, activities can be directly assigned to a resource or a group of resources, as well as easy navigation in the timeline by using drag/drop function.

Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.

Project invoices reflects the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

Project management capabilities focused on customer faced projects
Seamless integration between sales and billing functions
Visibility from A-Z through great reporting features
Find the resource with the right skills and availability
Watch Dynamics 365 PSA
in action!

Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

Learn more about Microsoft Dynamics 365 Contact us for more information

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