Microsoft Dynamics 365 for Project Service Automation

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.

Microsoft Dynamics 365 for Project Service Automation is designed for professionals who manage projects and the associated customer engagement process end-to-end. This provides licensed users with capabilities required for setting up a project organization, engaging with customers, project scheduling and costing, managing and approving time and expense, and closing projects.

Your end-to-end project service starts here by helping you:
  1. Plan and deliver successful projects using a predictable and customer-centric service delivery model.
  2. Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.
  3. Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.
  4. Empower your service professionals to deliver their best work through intuitive and collaborative tools.
  5. Drive innovation with an application that’s easy to tailor, extend, and connect to other apps and services you already use.

Overview and Capabilities of Microsoft Dynamics 365 Project service Automation

Overview and capabilities of D365 Project Service Automation

Manage projects with confidence

  • Earn Customer trust

Ensure project deliverables reflect the terms of the contract, approved work, and expenses to earn Customer trust.

  • Plan for success

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

  • Manage with precision

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


Optimise your resources

  • Streamline scheduling

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

  • Increase billable hours​

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

  • Empower service professionals

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


Forecast project profitability

  • Gain visibility on project-based opportunities​

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

  • Collaborate with customers

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

  • Simplify the contract process​

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


Increase productivity

  • Elevate collaboration​

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

  • Manage with agility

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

  • Simplify time and expense management​

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


Innovate with modern and adaptable platform

  • Adapt quickly

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.

  • Unify your service environment​

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

  • Invest with confidence

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

  • Drive innovation

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


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