Live up to every expectation, and then some

Nothing undermines a customer's confidence in your business more quickly than a poorly executed project. And a lack of faith is a hard place to come back from.

With Microsoft Dynamics 365 Project Service Automation, you're on solid ground. Your ability to always deliver profitable, on-schedule, and within scope and budget projects – while maximising employee productivity - is a given.

Wow even the hardest-to-impress customers with highly professional and perfectly executed projects

Supercharge your project team's performance with real-time tools so they can plan, analyse and collaborate to their hearts' content

Everyone's a winner when you deliver within your customer's budget, as well as meet your business profitability forecasts

Increase project happiness with a scheduling engine to ensure the right person is on the right project, at the right time

Are you ready to consistently overdeliver on your projects?

Book a demo today!

See Dynamics CRM in action

Why Dynamics 365 Project Service Automation?

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 deliverables 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.

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 Sales to create project contracts, track labour rates, and generate statements of work.

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 of 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.

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.
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Microsoft Copilot for Dynamics 365 Project Service Automation

Learn about how Copilot for Dynamics 365 Project Service Automation can help you do more, better and faster than ever before.

Learn more about Copilot

Learn more about what Dynamics 365 can do for you

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