Overview


Microsoft Dynamics 365 for Project Service Automation

Profit from your projects

Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.
Deepen engagement Empower teams Optimize growth
Cultivate trusted customer relationships using a predictable customer-responsive engagement model to deliver consistently value-add successful projects. Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations. Balance resource utilization and increase productivity across projects and programs while fostering team coordination, collaboration, and personal creativity. Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships. Prioritize innovations in service offerings based on actionable insights and industry trends by fostering a culture of making informed and timely investments. Get the real-time insights you need to prepare for change. Set clear, companywide business priorities, make decisions fast, and grow profitably.

Solution selling

Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work.

Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

Resource scheduling

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.

Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.

Time and expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

Service analytics

Use real-time analytics to go from being reactive to proactive. Make it easier to identify actionable trends across your organization—from financials to operations to compliance to KPIs—using customizable dashboards and scoreboards.