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Project Service Automation with Dynamics 365

Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity. Project Service Automation extends Dynamics 365 (online) to provide an end-to-end solution that helps sales and delivery teams engage with customers and deliver billable projects on time and within budget.

Manage Projects with Confidence

Plan and deliver successful projects using a predictable and customer-centric service delivery model. Ensure project deliverables reflect the terms of the contract, approved work, and expenses.

Visualise accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

Provide project managers with intuitive dashboards to review, monitor, and approve all costs and time impacting their projects.

Optimise Your Resources

Anticipate resource demand and ensure the right resources are on the right projects, keeping utilisation high.

Enable intelligent and relevant skills-based assignments with real-time visibility to resources using a unified scheduling engine.

Accurately measure utilisation and make intelligent decisions to get the most out of billable resources by using real-time dashboards.

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

Forecast Project Profitability

Prioritise project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Prioritise deals based on a unified sales management dashboard that brings together product and project-based opportunities.

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

Ensure seamless sales collaboration by creating project contracts, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.

Increase Productivity

Empower your service professionals to deliver their best work through intuitive and collaborative tools.

Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications.

Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.

Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.

Innovate with a Modern and Adaptable Platform

Drive innovation with an application that's easy to tailor, extend, and connect to other apps and services you already use.

Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.

Automate processes across Dynamics 365 applications and third-party systems for better service engagement experiences.

Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust our state-of-the-art datacenters to safeguard your data.

Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.

Features within Dynamics Project Services Automation

  • Leverage Business Process Flows to standardize the flow and activities of a project
  • Project plan templates can also be used to ensure standardization/consistency
  • Set resource labor rates
  • Since these rates are centralized this offers an automated structure that ensures standardized budgeting capability
  • Set charge categorization (Billable vs. Non-billable)
    • Develop WBS
    • Categorize by phase or sprint
    • Create dependencies
    • Enter roles and resources
    • Include effort and duration
    • Indicate date ranges
    • Manage Gantt charts
  • Cross project resource forecast, utilization, and availability
  • Project and resource reports, dashboards, and charts

Try Dynamics 365 for Project Service Automation

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