Microsoft Dynamics 365 for Project Service Automation

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Ensuring a Seamless Project from Start to Completion

Run your Project-Based Business more Productively

Once the customer has signed the contract, it is imperative to every project team, that everything runs seamlessly from the start, through to completion.

If problems start to creep in from resource overview and external contractor management, through to planning and billing errors, then all the progress made with securing the future client relationship is under threat – as is profitability.

Project Service Automation allows you to run your project-based business more productively by bringing people, processes, and automation technology together, through a unified experience. This starts before the contract is won, by allowing you to provide a comprehensive costing that is both competitive and profitable.

After that, resource management, team collaboration and tracking time and expenses become key components in the process. Once Dynamics 365 is then plugged into Power BI to offer deep and meaningful insights, but in a clear and visual way, the business benefits become really transparent.

Discover more with Dynamics 365

Key Capabilities of Project Service Automation:

If you would like to know more about our Field Service solution, please visit our industry page: Field Service.

Solution Selling

Make every customer conversation relevant and productive using a client-centric approach to finalise project scope and statements of work

Project Planning

Easy for your sales and project managers to collaborate on estimates using templates and deep integration to Microsoft Project

Resource Scheduling

Assign the best consultants to each project based on their skills, availability and interest, with real-time visibility to resources and scheduling

Mobile Productivity

Access to powerful and easy-to-use mobile apps, where team members can enter time and expenses, schedule automation services, and collaborate.

Service Analytics

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

Plan for success

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

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