Project Service Automation

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.

Increase profitability through predictable project outcomes

End-to-end project service

  • Manage projects with confidence
    Plan and deliver successful projects using a predictable and customer-centric service delivery model.
  • Optimize your resources
    Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.
  • Forecast project profitability
    Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.
  • Increase productivity
    Empower your service professionals to deliver their best work through intuitive and collaborative tools.
  • 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.

Manage projects with confidence

  • Earn customer trust
    Ensure project deliverables reflect the terms of the contract, approved work, and expenses.
  • Plan for success
    Visualize 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.

Optimize 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 utilization 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
    Prioritize 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 a 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 datacenters 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.

Try Dynamics 365 for Project Service Automation

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