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Explore Dynamics 365 for Project Service Automation capabilities

Manage projects with confidence

Earn customer trust by ensuring project deliverables reflect the terms of the contract, approved work, and expenses.

Visualise accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.

Provide project managers with intuitive dashboards to review, monitor, and approve all costs and time impacting their projects.

See things from the customer’s perspective. Survey, measure, and act on customer feedback by bringing your customer data together with survey insights from Microsoft Forms Pro—included with Dynamics 365 for Project Service Automation.


Optimise your resources

Streamline scheduling with intelligent and relevant skills-based assignments and real-time visibility to resources using a unified scheduling engine.

Accurately measure utilisation and make intelligent decisions to get the most out of billable resources by using real‑time dashboards.

Empower consultants and sub-contractors to update their skills profile and apply directly for relevant projects.


Forecast project profitability

Prioritise deals based on a unified sales management dashboard that brings together product and project‑based opportunities.

Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.

Ensure seamless sales collaboration by creating project contracts, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.


Increase productivity

Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications.

Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.

Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.


Innovate with a modern and adaptable platform

Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.

Unify your service environment by automating processes across Dynamics 365 applications and third-party systems for better engagement experiences.

Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure and trust our state-of-the-art datacenters to safeguard your data.

Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.

Explore prebuilt solutions and packaged services on AppSource

Use prebuilt solutions and packaged services to extend the capabilities of Dynamics 365 for Project Service Automation when you have unique business process or industry needs.

Project Management Add-ons for PSA

By proMX AG

Dynamics 365

Project and resource management capabilities for Dynamics 365 for Project Service Automation.

Time Tracking for Project Service Automation

By proMX AG

Dynamics 365

Advanced time and expense tracking functionality for Dynamics 365 for Project Service Automation.

CubeAnywhere

By bitrzr, lda

Azure for Web Apps

Cube is perfect for anyone that need to track their time and expenses and keep tabs on project costs.

Project Service KickStart: 4-Wk Implementation

By Wicresoft

Dynamics 365 | Power BI

A rapid deployment engagement to get you up and running with Dynamics 365 for Project Service.

Project Service Automation On-site: 1-Day Workshop

By Dynamics Edge

Dynamics 365 | Power BI

This workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.

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