Microsoft Dynamics 365 for

Project Service Automation

Bring processes, people and automation technology together through a unified experience with Microsoft Dynamics 365 for Project Service Automation and achieve more. Dynamics 365 for Project Service Automation (PSA) is a most advance business solution to manage project sales, delivery, resourcing and billing.

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Microsoft Dynamics 365 Project Service Automation

Dynamics 365 for
Project Service Automation

Microsoft Dynamics 365 for Project Service Automation (PSA) can help you to streamline your business, increase the profit by managing the entire lifecycle of your projects, including project estimation, sales, resource scheduling, time & expense management, work breakdown structure management, and billing activities.

The Dynamics 365 for Project Service Automation (PSA) is an end to end solution that aims to deliver an integrated customer experience for organisations that deliver customer-facing, revenue-focused, project-based services including.

  • Planning, estimating and pricing multi-day projects.
  • Optimising resource utilisation.
  • Tracking and approving project tasks and finances.
Deepen engagement
Empower teams
Optimize growth

Key Capabilities

Let’s take a closer look at how Project Service Automation (PSA) can deepen your customer engagement, empower your sales and delivery team and optimize portfolio growth.

 

OPPORTUNITY MANAGEMENT

  • SOLUTION SELLING

    Prioritise deals based on an integrated sales management dashboard for both project and product based opportunities.

  • CUSTOMER CENTRIC

    Using an enhanced and integrated sales force automation experience; generate SOWs and create project contracts, track labour rates.

  • STREAMLINED CONTRACTS

    With a visibility of revenue estimates and resource costs, ensure the feasibility and profitability of each project quote.

PROJECT PLANNING

  • COLLABORATIVE EXECUTION

    Make use of the repeatable Project Templates defining estimated work schedules and required roles and quickly create new projects.

  • PREDICTABLE RESULTS

    Assess project risks with a real-time view of over-budget and under projects, unmet milestones, unpaid invoices and pending proposals.

  • ENHANCED & ROBUST

    Easily communicate required project tasks, the resources required and the time-frame for completion of the task.

RESOURCE MANAGEMENT

  • INTELLIGENT

    Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.

  • UTILIZATION FOCUSED

    Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.

  • CONSULTANT CENTRIC

    Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

TEAM COLLABORATION

  • PRODUCTIVITY

    Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers and partners to update deliverables and monitor status.

  • SMAC

    Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.

  • GREATER AGILITY

    Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.

TIME AND EXPENSES

  • INTUITIVE & FAMILIAR

    Simplify management and tracking of estimated and billed project time by integrating the tasks and deliverables on the calendars.

  • ACCOUNTABILITY

    Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions.

  • EFFICIENCY

    Streamline the submission, approval, processing and reconciliation through web, mobile apps and Office365 for timely billing.

CUSTOMER BILLING

  • TIMELY & EFFECTIVE

    Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects.

  • ACCURACY

    Ensure the project invoices reflect the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.

  • AUTOMATED

    Automate generation, approval and distribution of reconciled invoices in email and on the web with back-office financials integration.

 

SERVICE ANALYTICS

  • UNIFIED PLATFORM

    Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration, and analytics.

  • 360 PROJECT VIEW

    Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.

  • TRENDS & FORECASTING

    Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.

INTEGRATED, FLEXIBLE AND SCALABLE SOLUTIONS

Resources

Video & Rich Content

Project Service Automation

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Webinars

Upcoming webinar

REQUEST A PERSONALIZED DEMO

We can help you by personalising a product demo with your own sample business data to make ease for you to take decision with confidence.

 

Why Dynamics Square?

Industry leaders choose our skilled team to grow and develop their businesses because they understand and identify with our passion for advancement and success through technology. Our priority is to further the goals and interests of our clients as a trusted business partner.

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Years of Expertise

Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.

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In-depth Knowledge

Our in-depth knowledge of products, technology, and Industry helps us to design the solution that align with our customer’s business needs.

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Subject Matter Experts

Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.

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