Microsoft Dynamics 365 for Project Service Automation
Profit from your projects
Run your project-based business more productively and profitably using Microsoft Dynamics 365 for Project Service Automation. It helps you successfully manage your projects - and satisfy your clients.
Create profitable relationships
Earn your customers' long-term trust - and ongoing business - by reliably setting and meeting their expectations using intelligent tools.
- Deliver accurate estimates to start your relationships right.
- Become a trusted adviser, using collaborative planning tools.
- Use a repeatable service model for on-time, on-budget projects.
Enable productive employees
Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.
- Raise retention rates by matching employees and jobs.
- Provide collaboration tools to up your team's productivity.
- Offer training through self-service tools and portals.
Innovate to grow
Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive and grow profitably.
- Set clear, company-wide business development priorities.
- Stay agile using real-time metrics to manage multiple deliverables.
- Make decisions fast using Power BI and Excel reports.
Start with smarter project service automation capabilities
Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.
Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability and interest. This optimises your resources across project service, customer service and field service - and increases your consultants' job satisfaction.
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 and collaborate using Office 365 anytime, anywhere for higher productivity.
Time & Expenses
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it and updating the project status are easy with desktop, web and mobile apps. And configurable process flows ensures these tasks go smoothly at every step.
Give your project managers one location where they can review, override and approve all job costs. They can generate, approve and distribute customer invoices in email and on the web. And staying compliant is easier because our app works with your financial systems.