Microsoft Dynamics 365 for Project Service Automation

Take Project Management To Next Level With Real Time Reports | AI Enabled Forecasts | BI Enabled Estimates

Profit from your projects

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.

Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams within a single application to help win more deals, accelerate project delivery, and maximize profitability. Extend Project Operations using the Microsoft Power Platform and integrate with your existing systems.

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 labor 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.

Dynamics 365 for Project Operations Benefits

Trust Building Through Engagement
Bring your customers, teams and management on one integrated communications platform for seamless communication.

Empowered & Informed Team
Your team is always aware of project progress, and future deadlocks with BI backed predictions, forecasts and integrated Microsoft Teams.

Optimized for Growth
Your business works as a unified unit with a close watch on every resource and every project ensuring consistent growth.

Opportunity Management
When your team is working on a project, they come across the client with several other needs. These leads can be further shared with your sales team for further opportunities.

Cloud-Enabled Services
Your teams can work from any place, at any time, using mobile devices on Azure cloud.

Profit on Every Project
Every project and resource is monitored closely for profitability. The AI-enabled forecasts predict an accurate estimate and ensure that the project finishes within the projected estimates of time and effort.

Rich reporting and Power Apps capabilities
You can use additional Dynamics 365 applications such as Sales to get in-depth Sales management and insights or create your own custom apps using Microsoft Power Apps with little or no coding required.

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