Project
Service
Automation

Microsoft Dynamics 365
CRM

Automate your projects with Dynamics 365 Project Service Automation

Deliver your projects on time and on budget with Microsoft Dynamics 365 Project Service Automation. Automate your projects with a dedicated PSA solution from which you can manage the entire lifecycle of your projects. Improve project planning and optimize your resource utilization rate by centralizing project and client information. Ensure deliverables reflect contract terms and meet customer expectations every time. Streamline and accelerate processes to adapt quickly to changes and customer demands while keeping costs to a minimum.

The integration to other Microsoft products such as Microsoft 365 facilitates communication with customers and internal project teams. Interactive dashboards and reporting tools provide all the insight you need. Dynamics 365 Project Service Automation provdes all the tools required to automate your projects from A to Z.

Microsoft
Dynamics 365
PSA Benefits

Deliver your projects on time and on budget

Automate your projects and manage them easily with a fully integrated PSA solution. Intuitive dashboards allow project managers to review and monitor the progress and costs of their projects. Projects are then delivered to clients within the requested parameters, solidifying trust and brand loyalty.

Optimize billable hours and resource productivity

Benefit from streamlined scheduling and real-time visibility on resource utilization rates and availability. This allows you to optimize their workloads and ensure your teams are all working at full capacity. By making more informed decisions you can maximize their utilization to increase billable hours and project profitability.

Accelerate your invoicing cycle

A simplified, intuitive time management application lets employees submit their timesheet from anywhere and at anytime. It is then sent automatically to the appropriate managers for approval and processing. This ensures accurate data entry and timely customer billing, for a faster invoicing cycle and increased cash flows.

Leverage other powerful Microsoft tools

The integration to other Microsoft products like Microsoft Dynamics 365 Sales and Microsoft 365 ensures project managers are working with familiar tools. Create your own dashboards thanks to the flexible capabilities of the CRM and leverage the integration to Microsoft Power BI to access the company backlog and workload forecasts.

Microsoft Dynamics 365 PSA Features

End-to-end project management

Plan and deliver your projects on time and on budget with a dedicated PSA solution. Robust project planning capabilities let you track your projects more accurately. Projects are always delivered on time with better control of costs and revenue.

Real-time key indicators

Achieve predictable project delivery with visualizations of costs, effort and revenue. Critical key indicators allow you to predict revenue, revenue by role and project time horizon to respond quickly to scope changes and manage project risks.

Dashboards and intelligence tools

Project managers can review and monitor projects with intuitive, personalized dashboards. They can also approve hours from the same integrated platform. Built-in intelligence tools provide insights into resource productivity rates for informed decisions and fewer risks of cost overruns.

Resource planning and scheduling

Maximize resource utilization rates and billable hours with a unified scheduling engine that provides real-time visibility into resource workloads. This makes it easy to assign the most qualified person to the task based on their skills and availability. As a result, you can optimize utilization rates and billable hours.

Simplified time management

Intuitive time submission options ensure data is entered into the system seamlessly. Employees can submit their time through their mobile device, and the time on each project is submitted to their respective project manager, who can then track worked hours across multiple projects for real-time visibility.

Scalable cloud-based platform

A unified work environment drives productivity and facilitates daily tasks by automating and standardizing processes. Dynamics 365 Project Service Automation can be adapted to your needs easily. You can also access your applications and data from anywhere via the Microsoft cloud platform, reducing operational costs.