Drive Productivity, Profits, and Higher Client Satisfaction with Project Service Automation

Dynamics 365 for Project Service Automation is a SaaS, cloud PSA software solution that enables project-based businesses to run more productively, profitably and with higher client satisfaction. Dynamics 365 for Project Service Automation enhances each stage of the end-to-end project delivery experience: opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics and integration. As with all Dynamics 365 applications, Dynamics 365 for Project Service Automation comes with Power BI and Cortana Intelligence built-in, and integrates deeply with Office 365 to transform the way organizations work and grow.

Solution Selling

Give your business development team a unified sales experience with cloud- based professional services automation software. Collaborate on both project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work.

Enhanced Project Planning with Cloud PSA Software

Make it easy for your sales and project managers to collaborate on estimates using templates. This cloud-based professional services automation software also links to Microsoft Project for scheduling and management strength, to improve your project planning from estimation to completion.

Resource Scheduling

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling with cloud PSA software. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.

Mobile Productivity

The cloud PSA software gives 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, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.

Time and Expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

Service Analytics

Use real-time analytics to go from being reactive to proactive. Make it easier to identify actionable trends across your organization—from financials to operations to compliance to KPIs—using customizable dashboards and scoreboards.

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Dynamics 365 for PSA Top 5 Features

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