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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.

Enable productive employees

Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.

Innovate to grow

Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive and grow profitably.


Start with smarter project service automation capabilities

Project Service Automation Solution SellingSolution selling

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.

 

ProProject Service Automationject planning

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.

 

Project Service Automation Resource SchedulingResource scheduling

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.

 

Project Service Automation Mobile ProductivityMobile 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 and collaborate using Office 365 anytime, anywhere for higher productivity.

 

Project Service Automation Time & ExpensesTime & 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.

 

Project Service Automation Customer BillingCustomer billing

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.

 

Experience Microsoft Dynamics 365 for yourself

Take our 30 day Free Trial or contact us for more information.