Demonstrating Dynamics 365 Project Service Automation

Dynamics 365 PSA

Project Service Automation is an end to end solution helping businesses deliver profitable projects on time and within budget, while increasing productivity.

Companies across multiple industries including professional services, construction and manufacturing have transformed into project-based-organisations resulting in the need for improved integration with sales, finance and other processes.

Natively integrated within Dynamics, the PSA app brings together people, processes and technology to manage the quoting, delivery and billing of each project.

In this recorded webinar we provided an overview of PSA v3 including:

  • Building projects from sales opportunities
  • Creating quotes with project based lines
  • Applying project templates
  • Defining invoice frequencies & milestones
  • Comparing project costs to budget
  • Managing project resource requirements
  • Using schedule board to find & allocate resources
  • Submit preferred resources
  • Logging project time
  • Tracking project delivery progress
  • Analysis of resource utilization