Dynamics 365 Project Service Automation

Dynamics 365 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.

Simpler contract process

Create project contracts, track labor rates, and generate statements of work for seamless sales collaboration.

Direct customer collaboration

Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.

Effectively Manage Projects

Precise project estimates

Visualize accurate cost, effort, and revenue to achieve predictable project delivery.

Complete contract compliance

Ensure project deliverables reflect the terms of the contract, approved work, and expenses.

Granular cost control

Microsoft Dynamics 365 Project Service Automation helps you review, monitor, and approve all project costs and time.

Optimize your Resources

Efficient scheduling

Schedule intelligent and relevant skills-based assignments with real-time visibility into resources.

More billable hours

Accurately measure billable resource utilization and make intelligent decisions using real-time dashboards.

Self-serve for contractors

Allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects.

Boost Productivity

Simple time and expense management

Submit, approve, process, and reconcile time and expenses anytime, anywhere with Dynamics 365 Project Service Automation.

Effortless knowledge sharing

Manage audio, video, and documents across project teams with Office 365 integration for improved collaboration.

Agile project management

Manage KPIs to ensure profitable service delivery and respond quickly to scope changes and project risks.


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