Deliver Profitable Projects
Dynamics 365 for Project Service Automation capabilities in Dynamics 365 (online) provides an end-to-end solution that helps sales and delivery teams engage customers and deliver deliver profitable projects on time and within budget while increasing employee productivity.
Run your project-based business more productively and profitably using Dynamics 365 for Project Service Automation. It helps you successfully manage your projects – and satisfy your clients.
Create Profitable Relationships
Earn your customers’ long-term trust – and ongoing business – by reliably setting and meeting their expectations using intelligent tools.
- Deliver accurate estimates to start relationships right
- Become a trusted advisor, using collaborative planning tools
- Use a repeatable service model for on-time, on-budget projects
Enable Productive Employees
Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.
- Raise retention rates by matching employees and jobs
- Provide collaboration tools to up your team’s productivity
- Offer training through self-service tools and portals
Innovate and Grow
Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive and grow profitably.
- Set clear, company-wide business development priorities
- Stay agile using real-time metrics to manage multiple deliverables
- Make decisions fast using PowerBI and Excel reports
Project Service Automation Features
- Increase automation, productivity and collaboration delivering more accurate reporting for future planning.
- Manage all aspects of client facing activities, allowing team members to work together and to maintain or exceed profit margin expectations.
- Manage and schedule resources based on availability and suitability.
- Increase mobile productivity with the ability to manage projects, enter time and expenses, schedule automation services and collaborate using Office 365 from anywhere.
- Simplify employee submission of time and expenses with direct customer attribution using configurable processes.
- Real time analytics improve service levels by identifying actionable trends using customizable dashboards and scoreboards.
- Empower professionals —provide consultants with a collaboration-rich experience, enabling transparency across the business and empowering them to use their expertise to increase project productivity with every customer.
- your project-based business more productively and profitably, helping you successfully manage your projects — and satisfy your clients.