Dynamics 365 for Project Service Automation (PSA)

End to End Capabilities for Professional Service Firms

Dynamics 365 for Project Service Automation (PSA) enables project-based organizations to deliver every customer engagement on-time and with-in budget through an end-to-end solution for sales, planning, resourcing, delivery, and billing.  Professional service organizations today require an integrated approach from sales to billing in order to streamline key handover points and provide 365 visibility of a customer. With Dynamics 365 for Project Service Automation (PSA), you can extend across architecture, engineering and construction (AEC) as well as other professional service organizations. 

Opportunity Management

Provide integrated sales dashboard with project-based opportunities to help forecast profitability and feasibility.  Streamline sales manager experience to quickly create project contracts, track labor rates and generate SOWs.  Collaborate real-time with customers on the quotes, project scope and resource requirements through customer portals.

Project Planning

Make it easy for sales manager to visualize cost, effort, and sales value with project managers to estimate and define the work using standard project templates. Use robust project scheduling and management capabilities of Microsoft Project to complement the collaborative sales planning process.

Resource Management

Optimize resource assignment through a consolidated scheduling engine across all modes of service to ensure the right people on the right projects. Simplify engagement across project managers, resource managers and sub-contractors to forecast demand, talent management and resource allocation. 

Team Collaboration

Provide powerful, easy-to-use, mobile-ready productivity tools for project teams, customers, and partners to communicate/collaborate on project deliverables and tasks. Empower project managers by providing real-time status and performance indicators to mitigate project risks.

Time and Expense Management

Simplify management, tracking and submission of estimated and billed project time by integrating the tasks and deliverables within calendars. Track all project and non-project schedules on their device or app of choice through integration between exchange and project calendars.

Customer Billing

Provide project managers and customers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Automate generation, approval, and distribution of accurate invoices in email and on the web. Enable integration with best-in-class back-office applications for financial accounting.

Advanced Analytics

Anticipate business opportunities, optimize solution offerings, and improve business performance through robust analytics, interactive dashboards, role-base templates, and data visualization for 360 visibility to project and portfolio metrics like resource utilization and practice profitability.

With Dynamics 365 for Project Service Automation, get started quickly with a pre-built data model and reports covering Practice Management, Resource Management and Account Management.

Practice Management, covering gross margin, sales, revenue,cost, hours and utilization, and practice performance.

Resource Management, covering resource and role utilization, forecasts, and resource demand.

Account Management, covering sales, sales pipeline, billings, contract performance, and customer performance.