• Microsoft Dynamics 365 Project Service Automation (PSA)

    Microsoft Dynamics 365
    Project Service Automation (PSA)

    A comprehensive resource and project management software for professional services firms.

    Contact Us

    Microsoft Dynamics 365 Project Service Automation (PSA)

    Contact Us

Microsoft Dynamics 365 Project Service Automation (PSA)

Microsoft Dynamics 365 Project Service Automation (PSA) is an end-to-end resource and project management software for firms delivering customer-facing and project-based services. This is the ideal solution for professional services organizations that do not require a full-fledged integrated ERP solution.

Fully integrated with Microsoft Dynamics, this tool brings processes, technology, and people on a single unified platform, enabling teams to complete projects on time and within budget. With this tool, you can:

  • Plan, estimate, and quote projects
  • Schedule resources to optimize utilization
  • Track and approve project tasks
  • Manage time and expenses
  • Enable internal and external team collaboration
  • Monitor key project and resource related performance metrics

What can Microsoft Dynamics 365 PSA do

Microsoft Dynamics 365 PSA can help your organization manage the entire lifecycle of your projects, serving as a single system of engagement for sales, project delivery, resourcing, and billing activities.


Project lifecycle when managed in Microsoft Dynamics 365 PSA

Microsoft Dynamics 365 PSA: Functionalities

Microsoft Dynamics 365 PSA provides the following professional services automation functionalities, spanning the business development cycle, through project execution and billing:

Opportunity tracking

Track and manage opportunities for upcoming projects for both new and existing clients.

Project quotations

Build accurate quotations using standard or customer-specific rates and pricing scenarios.

Resource plans

Develop resource plans to model how you might staff a new project.

Project and contract setup

Set up and track key information about the project and its underlying contract terms.

Time entry and approvals

Capture project timesheets from all your employees, either through a web browser or through a mobile time entry app and route the timesheets for review and approval.

Project analytics

Leverage Microsoft’s Power BI data visualization, analytics, and reporting tool to create powerful interactive dashboards, fully available on your mobile device when you are on-the-go.

Client billing

Generate accurate project invoices using flexible invoice designs.

Expense entry and approvals

Capture, approve, and re-bill project expenses, including the use of a mobile expense capture app.

Resource scheduling

Track resource competencies such as skills and project experience, staff projects with best-fit resources, and plan for optimal resource levels based on your forecasted workload.

Project budgets

Track and manage project budgets and budget revisions to support budget vs. actual reporting and ensure on-budget project delivery.

Want to know more?

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Microsoft Dynamics 365 PSA: Benefits

Microsoft Dynamics 365 PSA is a project planning software that empowers you to deliver profitable projects on time and within budget while increasing employee productivity. You also gain benefits such as:

    • Provide accurate project timelines with end-to-end project planning, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price.
    • Provide visual project planning and estimation including predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. Use the resulting plan in quotes and project contracts.
    • Utilize the intuitive dashboards to review, monitor, and approve costs and time impact on projects.
    • Understand the customer’s perspective through surveys and feedback. Use this information by collaborating customer data with survey insights from Microsoft Forms Pro—included with Microsoft Dynamics 365 PSA.

Explore Licensing Options

Library

  • Opportunity Management: Microsoft Dynamics CRM Project Services Automation

  • Case study: Discover how sa.global helped Logicalis benefit with Microsoft Dynamics CRM

     

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