Microsoft Dynamics 365 for

Project Service Automation

Build trusted relationships. Achieve predictable outcomes. Make every project profitable.

Fulfill Client Expectations with Microsoft Dynamics 365 for Project Service Automation

Up the stakes. Provide an outstanding project experience and build new levels of trust with your customers.

With Dynamics 365 for Project Service Automation, you’ll deliver profitable, on-time, within budget projects - every time. All while maximising employee productivity.

 Dynamics 365 for Project Service Automation

So, what can Dynamics 365 for Project Service Automation do for me?

Give your project management that professional approach

Impress your customers with well-run and confidently executed projects. And provide your team with the real-time tools they need to make every project a measurable success.

  • Live up to expectations - earn customer trust as you tick off project deliverable in line with the terms of the contract, approved work, and expenses.
  • Prepare for success – Embrace robust project planning capabilities and seamlessly integrate with Microsoft Project to accurately visualise costs, effort, and revenue, and achieve predictable project delivery.
  • Make ‘precision’ your go-to word – Empower your project managers to review, monitor, and approve all costs and time impacting their projects with real-time intuitive dashboards.

Make the most of your resources

Always have the right people, in the right place and at the right time.

  • Intelligent skill scheduling - Streamline the placement of appropriately skilled resources with real-time visibility to resources using a unified scheduling engine.
  • Maximise billable hours – Use real-time dashboards to accurately measure utilisation and make intelligent decisions to get the most out of your billable resources.
  • Empower your people – Enable your consultants and sub-contractors to update their own skills profile and apply directly for relevant projects.

Have confidence in your project profitability forecasts

Plan for success when you utilise in-built solution intelligence to prioritise your project-based sales opportunities.

  • Get clarity on project-based opportunities – Bring together product and project-based opportunities through a unified sales management dashboard so you can effectively prioritise opportunities.
  • Get closer to your customers - Collaborate directly with your customers on quotes, project scope, and resource requirements through a secure portal.
  • Streamline and simplify the contract process - Enjoy seamless sales collaboration by using Dynamics 365 for Sales to create project contracts, track labour rates, and generate statements of work.

Increase productivity

Collaborate more, respond quickly and simplify financial management.

  • Work better - Foster collaboration across your project teams using audio, video, and document management with integration to Office 365 applications.
  • Respond with speed and agility – Rapidly scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.
  • Minimise the effort of time and expense management – Generate timely customer billing with the ability to submit, approve, process, and reconcile time and expenses anytime, and anywhere.

Drive innovation on a modern and adaptable platform

When it comes to innovation, it’s no holds barred with a sales application that's easy to tailor, extend, and connect to the other apps and services you already use.

  • Act quickly – Adapt the application to your needs and accelerate time-to-market. Simplify deploying web and mobile apps with no-code visual editors and tools.
  • Extend and connect - Automate processes across Dynamics 365 applications and third-party systems for a unified experience.
  • Invest with confidence – Microsoft’s cloud platform will reduce the cost and complexity of operating a global infrastructure, while safeguarding your data.
  • Innovate to your heart’s content - Transform your customer interactions with the deep insights provided by embedded intelligence. Guide your teams to the right business outcomes!

Are you ready to find out more?

If you'd like to know how Dynamics 365 for Project Service Automation will add value to your business, or if you’re interested in discovering why Microsoft Dynamics 365 should be part of your Digital Transformation roadmap, chat with us.

As a Microsoft Gold Partner, winner of the Microsoft Dynamics Services Partner of the Year award, and member of the elite Microsoft Dynamics Inner Circle, we’re excited to talk with you about how Dynamics 365 can amplify your success!

Why Fusion5 for your Microsoft solutions?

Fusion5 have a proven track record of delivering Microsoft solutions that delight our customers and produce great business outcomes.  As a member of the Microsoft Dynamics Inner Circle, we are not only recognised as being an expert and trusted pair of hands for consultancy, implementation, change management and support, but we also advance access to product updates, licensing changes, and the ability to take our customers feedback to the source of Microsoft innovation, to help bring solutions that really make a difference to our clients.

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