Dynamics 365 for Project Service Automation

CRM solution for project management which brings together people, processes and automation technologies.

Dynamics 365 for Project Service Automation enables to manage business in a more productive way, bringing people, processes and automation technologies in a unified experience.

Solution Selling

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.

Dynamics 365 for Project Service Automation: solution selling
Dynamics 365 for Project Service Automation: project planning

Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

Resource scheduling

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.

Dynamics 365 for Project Service Automation: resource scheduling
Dynamics 365 for Project Service Automation: mobile productivity

Mobile productivity

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 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.

Dynamics 365 for Project Service Automation: time and expenses

Project service automation for Microsoft Dynamics 365

Create profitable relationships

Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations

Enable productive employees

Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships

Innovate to grow

Get the real-time insights you need to prepare for change. Set clear, companywide business priorities, make decisions fast, and grow profitably

Would you like to learn more about our CRM solutions for project management based on Microsoft Dynamics 365?