Project Service Automation laptop image

Project Service Automation

Dynamics 365 Project Service Automation simplifies tracking, management and delivery of project-based services, helping you deliver projects on time and within budget.

Microsoft Dynamics 365 Project Service Automation (PSA) provides you and your team with access to industry-leading tech that empowers you to deliver projects to the highest of standards, from initial sale, through to delivery and invoicing.

Providing your project managers and resourcing team with a range of specialised tools, planning, quoting, forecasting and reporting processes will be streamlined, and keeping track of outgoing expenses and incoming revenue will prove easier than ever before.

When integrated with Dynamics 365 Sales, PSA will align seamlessly with your sales processes, and indicators within PSA can assist your sales team in ensuring that projects will remain profitable while meeting your customers’ expectations.

Key Benefits

working together icon 

Enhance your reputation and build customer relationships based upon trust.

aligned systems icon

Save time by promptly assigning the right resources to projects.

chart tracking icon 

Analyse projects with built-in tracking.

Access project details with ease

Access project details with ease

All information relating to a project will be stored in a single online location accessible via the PSA app, allowing assigned team members to view conversations, notes, files and meetings, as well as enabling them to log work on personal calendars and track their expenses.

Amend projections in real-time

Amend projections in real-time

With project managers given the ability to approve time and expenses as projects progress, insights may highlight where re-estimations on delivery time and cost need to be made; this track and record approach ensures the final invoice issued is accurate and in line with client expectations.

Related Updates

Unleash Dynamics 365 Data with Data Export Service and Power BI

Blog Post

Unleash Dynamics 365 Data with Data Export Service and Power BI

Read more
Microsoft Dynamics 365 Customer Engagement Wave 2 Release 2020

Blog Post

Microsoft Dynamics 365 Customer Engagement Wave 2 Release 2020

Read more
Microsoft Dynamics 365 Customer Engagement Wave 2 Release 2020: Sales & Marketing

Blog Post

Microsoft Dynamics 365 Customer Engagement Wave 2 Release 2020: Sales & Marketing

Read more
Resolve: A Case Management Solution

Blog Post

Resolve: A Case Management Solution

Read more

Resource

Delivering Agile Microsoft Dynamics Projects Remotely

Read more
Interested in finding out more?

Contact Us

Interested in finding out more?

Our friendly team would be more than happy to talk you through ways in which Project Service Automation can transform the way your organisation delivers end-to-end projects.

Get in touch