Dynamics 365 for Project Service Automation

Manage profitable projects with confidence

Predict project ROI

Improved visibility into opportunities
Use a unified sales dashboard of product and project-based opportunities to prioritize deals.
Direct customer collaboration
Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.
Simpler contract process
Create project contracts, track labor rates, and generate statements of work for seamless sales collaboration.

Effectively manage projects

Precise project estimates
Visualize accurate cost, effort, and revenue to achieve predictable project delivery.
Granular cost control
Review, monitor, and approve all project costs and time.
Complete contract compliance
Ensure project deliverables reflect the terms of the contract, approved work, and expenses.

Optimize your resources

Efficient scheduling
Schedule intelligent and relevant skills-based assignments with real-time visibility into resources.
Self-serve for contractors
Allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects.
More billable hours
Accurately measure billable resource utilization and make intelligent decisions using real-time dashboards.

Boost productivity

Simple time and expense management
Submit, approve, process, and reconcile time and expenses anytime, anywhere.
Agile project management
Manage KPIs to ensure profitable service delivery and respond quickly to scope changes and project risks.
Effortless knowledge sharing
Manage audio, video, and documents across project teams with Office 365 integration for improved collaboration.
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