Dynamics 365 Project Service Automation
Profit from your projects
Profit from your projects by running your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.
Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work
Make it easy for your sales and project managers to collaborate on estimates using templates. This links to Microsoft project to improve your project planning from estimation to completion.
Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.
Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.
Time and expenses
Simplify the time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are made easier with desktop, web, and mobile apps. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.