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
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
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.
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