• Microsoft Dynamics 365 for Project Service Automation (PSA)

    Dynamics 365 for PSA

    A comprehensive resource and project management solution for firms delivering customer-facing,
    project-based services. Dynamics 365 for Project Service Automation empowers you to deliver
    projects on time, within budget and increase project profitability.

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    Microsoft Dynamics 365 for Project Service Automation

    A comprehensive resource and project management solution for firms delivering customer-facing, project-based services. Dynamics 365 for Project Service Automation empowers you to deliver projects on time, within budget and increase project profitability.

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 Finance and 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.

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.

 Microsoft Dynamics 365 for Project Service Automation

Increase project profitability, 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! decisions quickly, transform business processes faster and enable business growth.

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End-to-end resource and project management starts here

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-based contracts

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.

Project planning

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.

Resource management

Time, expenses, and collaboration

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 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.

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

OPPORTUNITY TRACKING

Track and manage opportunities for upcoming project work for both new and existing clients.
PROJECT QUOTATIONS

PROJECT QUOTATIONS

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

RESOURCE PLANS

Develop resource plans to model how you might staff this new project should you win the opportunity.
PROJECT AND CONTRACT SETUP

PROJECT AND CONTRACT SETUP

Set up and track key information about the project and its underlying contract terms.
TIME ENTRY AND APPROVALS

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

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.
CLIENT BILLING

CLIENT BILLING

Generate accurate project invoices using flexible invoice designs.
EXPENSE ENTRY AND APPROVALS

EXPENSE ENTRY AND APPROVALS

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

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

PROJECT BUDGETS

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

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Pricing

 

Best Value


Customer Engagement Plan

Includes Field Service, Customer Service, Project Service Automation, and Sales


$115
per user/month

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Download Licensing Guide
Explore All Dynamics 365 Plans

 

Dynamics 365 for Project Service Automation


 


$95
per user/month

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Download Licensing Guide
Explore All Dynamics 365 Plans

 

 

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