What is Microsoft Dynamics 365 for Project Service Automation?

Microsoft Dynamics 365 for Project Service Automation enables project-based organisations to deliver every customer engagement on-time and within-budget through an end-to-end solution for sales, planning, resourcing, delivery and billing.

Deepen engagement
Cultivate trusted customer relationships using a predictable customer-responsive engagement model to consistently deliver value-add successful projects.

Empower teams
Balance resource utilisation and increase productivity across projects and programs while fostering team coordination, collaboration, and personal creativity.

Optimise growth
Prioritise innovations in service offerings based on actionable insights and industry trends by fostering a culture of making informed and timely investments.

To arrange a free demo of Microsoft Dynamics 365 for Project Service Automation, call us now on 01698 844 600 or contact us online and we'll get back to you at a time that suits you best.

Project service automation for Microsoft Dynamics 365

Manage projects with confidence

Earn customer trust
Ensure project deliverables reflect the terms of the contract, approved work, and expenses.

Plan for success
Visualise 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.

Optimise 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 utilisation 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
Prioritise 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 labour 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 datacentres 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.

To arrange a free demo of Microsoft Dynamics 365 for Project Service Automation, call us now on 01698 844 600 or contact us online and we'll get back to you at a time that suits you best.

Get started with Microsoft Dynamics 365 for Project Service Automation

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