What is Dynamics 365 for Project Service Automation?

An end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.

Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates.

Resource scheduling

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling.

Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows.

Time and expenses

Simplify time and expense management for your employees with desktop, web, and mobile apps.

Service analytics

Identify actionable trends across your organization using customizable dashboards and scoreboards.

Manage solution selling

Create, collaborate, and manage product-based and project-based sales opportunities.

“Service organizations must develop a balanced and holistic approach to improving all aspects of their business as they mature. Increasing levels of business process maturity result in significant performance improvements.”

SPI Research, Service Performance Insight LLC

Opportunity Management

Provide integrated sales dashboard with visibility to project-based opportunities, and key metrics to help forecast profitability and feasibility. Streamline and integrate the process allowing the Sales manager to quickly create project contracts, track labor rates and generate SOWs.


Project Planning

Make it easy for Sales manager to collaborate with PMs to Estimate and define the work using standard project templates. And visualize cost, effort, and sales value of the work as he submits the final customer proposal. Build credibility by collaborating with customers for project planning, estimation and tracking.


Time and Expense Management

Make it simple, effective and efficient to manage and track estimated and billed project time by integrating the tasks and deliverables on the calendars. Connect the right person to the right tool through the right device and right experience to enter time and expense, and update project status and skills profiles. Provide real-time financial insights to customers and empower them to take collaborate on timely corrective actions.


Customer Billing

Provide Project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Ensure the Project invoices reflect the terms of the contract and the approved work and expenses and customers have visibility to projected v/s actuals budget. Automate generation, approval and distribution of accurate and reconciled invoices in email and on the web. Enable integration with best-in-class back-office applications for financials.


Resource Management

Leverage Azure Machine Learning to recommend right resources for the right work based on updated skills and availability of consultants. Simplify the engagement model between Sales, PM and Resource managers to forecast demand and resource allocation. Empower consultants to apply directly for open and relevant project roles.

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