Microsoft Dynamics 365 for
Project Service Automation

Profit from your projects

Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

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Create profitable relationships

Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations.

Enable productive employees

Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships.

Innovate to grow

Get the real-time insights you need to prepare for change. Set clear, companywide business priorities, make decisions fast, and grow profitably.

WHY USE AUTOMATION SERVICES FOR CRM?

Solution selling

Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work.

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Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

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Resource scheduling

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.

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Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.

Time and expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

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Service analytics

Use real-time analytics to go from being reactive to proactive. Make it easier to identify actionable trends across your organization—from financials to operations to compliance to KPIs—using customizable dashboards and scoreboards.

Chart your path to organizational excellence

Self-assess your organization’s service maturity in 15 minutes or less with an industry-leading Professional Services Maturity Model. Compare your performance with that of your peers to help you compare, diagnose, and improve your own service execution.

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Tailor and extend Dynamics 365 across your business

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Add prebuilt applications

Do even more with Dynamics 365 for Project Service Automation using AppSource. Enhance your automation technology and processes by integrating add-on applications from Microsoft and our partners.

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Customize your applications

Do more with your Dynamics 365 data. Easily create custom applications that connect with Dynamics 365 to solve your exact business needs—with little to no additional code development.

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