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.

End-to-end project service starts here

Manage projects with confidence

Plan and deliver successful projects using a predictable and customer-centric service delivery model.

Optimize your resources

Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.

Forecast project profitability

Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Increase productivity

Empower your service professionals to deliver their best work through intuitive and collaborative tools.

Innovate with a modern and adaptable platform

Drive innovation with an application that’s easy to tailor, extend, and connect to other apps and services you already use.

Increase profitability through predictable project outcomes

Manage projects with confidence

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

Visualize accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

Provide project managers with intuitive dashboards to review, monitor, and approve all costs and time impacting their projects.

See things from the customer’s perspective. Survey, measure, and act on customer feedback by bringing your customer data together with survey insights from Microsoft Forms Pro—included with Dynamics 365 for Project Service Automation.

Optimize your resources

Streamline scheduling with intelligent and relevant skills-based assignments and real-time visibility to resources using a unified scheduling engine.Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real‑time dashboards.

Empower consultants and sub-contractors to update their skills profile and apply directly for relevant projects.

Forecast project profitability

Prioritize deals based on a unified sales management dashboard that brings together product and project‑based opportunities.Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.

Ensure seamless sales collaboration by creating project contracts, tracking labor rates, and generating statements of work directly within Dynamics 365 for Sales.

Increase productivity

Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications.

Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.

Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.

Innovate with a modern and adaptable platform

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 by automating processes across Dynamics 365 applications and third-party systems for better engagement experiences.

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.

Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.

Why Dynamics 365 for Project Service Automation

MODERN

Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step

UNIFIED

Single platform for servicing customers with a seamless out of the box business process spanning case management, resourcing, and through to work order completion

INTELLIGENT

With IoT alerts, move from being reactive to predictive maintenance

ADAPTABLE

Any individual, team, or piece of equipment can be scheduled regardless of type and location of work performed to cover in-house, onsite, or remote appointments

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