Microsoft Dynamics 365 for Project Service Automation

Profit from your projects

Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.

Innovate to grow

Manage projects with confidence

Microsoft Dynamics 365 for Project Service Automation helps you to build customer relationships and a solid reputation for delivering outstanding project experiences.

Project Service Automation extends Dynamics 365 to provide a single system of customer engagement for project sales, resourcing, delivery and billing so you can communicate and share the latest project details with office groups, track document deliverables and productivity with Office 365 integration and enable project teams and customers to connect in more ways than ever before.

Capture project-based opportunities to let managers quickly access project profitability, create project contacts, track labour rates and generate statements of work with project planning tools and templates. These simplify tasks for sales managers and enable easier collaboration with project managers so they can estimate and define the work so costs, effort and value are as clear as possible when the final proposal is submitted.

Manage projects with confidence

End-to-end project service starts here

Project managers can review, override, track overruns and approve costs all in one place with embedded customer billing tools so that when it's time to create invoices, everything is in place to get accurate invoices out to your customers.

With Microsoft Dynamics 365 for Project Service Automation, you'll get uniform tracking of financial events that affect profitability, revenue, accruals and expenses. These provide a strong basis for reporting, integration and analytics on interactive dashboards.

Resourcing decisions are based on real-time insight into consultant availability, getting the best recommendations to optimise skills for open project roles that team members can see and apply for.

Bring people, process and technology together to deliver on time, on budget, professional engagements.

Chart your path to organisational excellence

Do more in less time

Increase team productivity

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 finalise project scope and statements of work.

Plan and deliver successful projects using a predictable and customer-centric service delivery model.

Make your business smarter.

How will your business benefit from Microsoft Dynamics 365?

Dynamics 365 breaks down the silos between CRM and ERP which is powered by data and intelligence, and helps capture business opportunities. Start your digital transformation with Microsoft Dynamics 365 and only start with the applications you need.

End-to-end applications that work great together on their own or together.

Marketing

Find and nurture more sales-ready leads by moving beyond basic email marketing. Share one source of sales and marketing information through connected, automated processes for smarter decisions that maximise your marketing ROI.

Sales

Meet customers ever rising needs by going beyond sales force automation with Microsoft Dynamics 365 for Sales, enabling you to better understand customer needs, engage more effectively, and win more deals.

Customer Service

Customers want quick, relevant answers on any channel, on the go. Stand out from the crowd with Microsoft Dynamics 365 for Customer Service. Built-in intelligence delivers faster, more personalised service and adds value to every interaction.

Field Service

Deliver a seamless, end-to-end service experience with Dynamics 365 for Field Service. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.

Talent

Today's employees want to work for companies where they can do their best work, demonstrate impact, and drive career growth. Dynamics 365 for Talent enables exceptional experiences across employee attraction, engagement, development, and retention.

Finance and Operations

Grow your small to medium-sized business by connecting people and processes with a single system that has intelligence built in—making financial management, sales, service, and operations easier.

Retail

Unify digital, in-store, and back office operations to personalise customer engagement and increase employee productivity. Dynamics 365 for Retail empowers retailers to create exceptional, insightful shopping experiences.

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