Project Service Automation

Project Service Automation for Microsoft Dynamics 365 is an end-to-end service that provides a single system of engagement for project sales, resourcing, delivery and billing teams.

Project Management

Project Management

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

Optimise Resources

Optimise Resources

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

Forecast project profitability

Forecast Project Profitability

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

Natively integrated within Dynamics, Project Service tools brings people, processes and technology together empowering teams to complete projects on time and on budget.

Accelerate professional services maturity and reap the financial benefits of an integrated project service solution.

February 2020 Update: Introducing Dynamics 365 Project Operations

Project Planning

  • Quickly create new project records in Microsoft Dynamics using repeatable Project Templates that detail required roles and estimated work schedules.
  • Communicate required project tasks, which resources are needed, and the time-frame for completion.

Resource Management

  • Find the best people by matching available resources to project tasks based on role types, skill characteristics and certifications.
  • Make best use of each resource by reviewing individual booking capacities.
  • Automatically create project teams based on the resources defined in a work breakdown structure.

Find out more about Universal Resource Scheduling for Dynamics 365

Time & Expenses

Enter time and expenses for the each project that you are working on to make sure that customer are billed correctly, and you receive credit for the work you’ve completed.

Project Billing

  • Bill on a time and materials basis and use project invoice frequencies to determine how often your clients are billed, and on which dates of the specified time period.
  • Set up invoice frequencies for each billing period you plan to use, such as monthly, weekly or on specific days.
  • Or, bill project work as a fixed price with billing milestones that spread costs in fixed instalments for the value of each contract line.

Project Analytics

Inbuilt Microsoft Dynamics dashboards and reports tell you where you stand on each project.

See a combined view of your costs, gross margin, and role utilization and use a Resource Manager dashboard for real-time reporting of utilization metrics for individual resources and role types.

RELATED: What Microsoft's New Project Service Means for Dynamics 365 Project Service Automation

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