Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation brings people, processes and automation together to manage project-based services from sales through to invoicing. It enables businesses to manage all aspects of client-facing activities from initial estimates through to staffing, delivery and final billing. Project team members can also work together to ensure customer needs are met as well as manage costs and monitor profit margins.

At proposal stage, an integrated dashboard provides visibility of all project opportunities, their costs, resourcing requirements, durations and potential profits. Sales and project managers can collaborate to complete proposals with accurate forecasts and expected outcomes for the customer. You’ll also see what resources you can assign to the project based on skills, cost, availability.

During project execution, Dynamics 365 for Project Service Automation provides a collaborative workspace to share information on deliverables, and time and expenses incurred. Costs can be tracked and approved, and customer invoices generated. Interactive dashboards show all aspects of projects – cost, revenue and other critical KPIs - to give a complete view of client relationships and real-time insights to set business priorities.

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Manage project opportunities

Manage project opportunities

Create accurate bids with a solid understanding from around the business of how time, resource and cost implications of the project. Accurate cost estimates and are more like to meet customer expectations and achieve profit targets.

Collaborate on project planning

Collaborate on project planning

Make it easy for your sales and project managers to work together on estimates using templates. The app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

Assign the right resource

Assign the right resource

Choose your best people for each project based on their skills, availability, and interest. Optimise your resource use across projects and increase job satisfaction as your teams can see what projects are coming up and apply for them.

Simplify time and expenses

Simplify time and expenses

Submitting costs, assigning them to customers and approving them for invoicing can be done easily on any device. Automation technology means you can configure process flows to ensure every stage progresses smoothly and make costs and invoicing more transparent and accurate.