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Products > Microsoft Dynamics 365 >Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation will help you successfully manage your projects and satisfy your clients. It is a revolutionary new solution which supports professionals who manage projects and the customer engagement process end-to-end. Featuring a range of capabilities required to set up a project, engage with customers, manage scheduling, time, expenses and close projects.

Dynamics 365 for Project Service Automation gives your business and teams the power with a range of features. These features include solution selling, project planning, resource scheduling, mobile productivity and customer billing.

By giving your business development team a single place to access sales automation and social insights, you can make sure that every customer conversation is relevant and productive. This customer-centric approach also fosters a collaborative approach with regards to pursuits and proposals.

Collaboration is another key feature of the project planning capability which makes it easy for sales and project managers to work together on estimates. There are links to Microsoft Project which has added scheduling and management strength. Together this should be provide the tools you need for accurate project planning from estimation to completion.

Dymanics 365 Project Source Automation

Example of resource scheduling component of Dynamics 365 Project Service Automation from Microsoft.com 

Project Service Automation demonstration from Microsoft

Accurate resource scheduling is key to any project success. Dynamics 365 for Project Service Automation enables you to unify resourcing and scheduling. This means your managers assign the best consultants for each project based on skill, availability and interest. This will optimise your resources across project, customer and field service as well as increasing your consultant’s job satisfaction.

Another great feature of Dynamics 365 for Project Service Automation is that is can be use anywhere and on any device. You can provide your teams with easy to use mobile apps that work on Windows, Android and iOS. Team members will be able to select projects, update skills, manage schedules, enter times and expenses. They can also of course, collaborate through office 365, providing highest levels of productivity.

Dynamics 365 for Project Service Automation provides one location in which project managers can review, override and approve all job costs. Your project managers will be able to generate, approve and distribute customer invoices in email and on the web.

What’s more, Dynamics 365 for Project Service Automation has deep integration with the full Microsoft suite of solutions. This includes productivity tools like Office 365, intelligence tools like Cortana, Power BI and Azure Machine Learning to extensibility tools like PowerApps. This means a seamless experience for your staff and customers alike.

Furthermore, Dynamics 365 for Project Service Automation can be further extended with the use of add-in applications from Microsoft AppSource. The apps have been developed by Microsoft and selected partners and they enable you to configure extra collaboration and productivity features to your exact business requirements.

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Three key reasons for choosing Dynamics 365 for Project Service Automation

1. Reliably set and meet customer expectations and create profitable relationships

2. Automation software that empowers staff to be the most productive.

3. Intelligent insights enable you to innovate and grow.

Dynamics 365 for Project Service Automation, service benefits at a glance:

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Greater accuracy of estimates
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Improved collaboration through planning tools
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Repeatable service models for on-time, on-budget projects
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Raised retention rates by better employee matching to jobs vs. skills
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Self-service training tools and portals means improved expertise
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Deep integration with Microsoft suite and extensions from AppSource