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Microsoft Dynamics 365 for Project Service Automation (PSA)


For organizations that aren’t looking for a fully integrated Professional Services ERP solution (Dynamics 365 for Operations), Dynamics 365 Project Service Automation (PSA) is an end-to-end project and resource management solution for firms delivering customer-facing, project-based services. Dynamics 365 PSA empowers sales and delivery teams to successfully engage customers and deliver billable projects on time and within budget, by helping you plan, estimate, and quote projects, schedule resources to optimize utilization, track and approve project tasks, time and expenses, enable internal and external team collaboration, and monitor key project and resource related performance metrics.

Project-based contracts - Project-based contracts relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.

Project planning - Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

Resource management - Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Time, expenses, and collaboration - Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.

Project billing - Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

Deliver projects on time and on budget

Project service automation capabilities in Microsoft Dynamics 365 empowers your organization to deliver project-based engagements on time and on budget.

What can you do with project service? Estimate, quote, and contract work. Plan and assign resources. Capture time, expense, and progress data for real-time insights and accurate invoicing. And lots more!

Dynamics 365 Project Service Lifecycle

Dynamics 365 Project Service Lifecycle

Microsoft Dynamics 365 Project Service 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. A typical project lifecycle as managed in Dynamics 365 Project Service is represented in the diagram below.

Dynamics 365 Project Service Functionality

Microsoft Dynamics 365 Project Service provides the following professional services automation functionality, spanning the business development cycle, through project execution and billing.

Opportunity tracking

track and manage opportunities for upcoming project work 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 this new project should you win the opportunity.

Project and contract setup

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

Project budgets

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

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.

Time entry and approvals

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

Expense entry and approvals

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

Client billing

generate accurate project invoices using flexible invoice designs.

Project analytics

leverage Microsoft’s PowerBI data visualization, analytics, and reporting tool to create powerful interactive dashboards, fully available on your mobile device for when you’re on-the-go.

Dynamics 365 Project Service also provides a flexible integration framework that can be used to interface any of the above data or processes with your financial management systems, human capital management systems, or other best-of-breed or legacy software systems.

Learn More About Other Dynamics 365 Solutions

Learn More About Microsoft Dynamics 365

Related Resources: Factsheets, Product Information & Demos

Digital Transformation with Microsoft Dynamics 365
Microsoft Dynamics 365 Applications
Dynamics 365 Overview
Dynamics 365 - Purpose Built for your Business
Dynamics 365 - Redefining Productivity
Dynamics 365 - Proactive Action from Insights
Braun Intertec
National Technical Systems
Computer Aid Inc
Brightstar
Waggener Edstrom
Wil Research
Omnicom Group
Microsoft Dynamics 365 Enterprise Edition - Licensing Guide
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