Microsoft Dynamics 365 for Project Service Automation (PSA) empowers organizations to engage their clients and customers and deliver billable projects on time and within budget, by helping you plan, estimate, and quote projects, track and approve project tasks, time and expenses, schedule resources to optimize utilization, enable internal and external team collaboration, and monitor key project and resource related performance metrics.
Microsoft Dynamics 365 Project Service offers a flexible integration that can be used as an interface for any of the above data or processes with financial management systems, human capital management systems, or legacy software solutions.
Dynamics 365 for project service automation offers you with estimated time, expense, and progress data for real-time insights and accurate invoicing. You can estimate, quote, contract work, plan and assign resources accordingly.
Manage your opportunities on the fingertips with extensive features of managing sales. Collaborate with clients on a real time and build a strong relationship.
The Project manager collaborates with other managers to estimate, define and drive the planning and scheduling of the project.
Manage your resources and align them with various projects to effectively manage the pool of employees on a timely manner.
Time and Expense Management:-
Manage your deliverables of the project in a streamlined approach with cost and time efficiency with integrated approach.
Send invoices and updates to the customer with the automated invoice generation and approval techniques inside in the system.
With Dynamics 365 for PSA, you can anticipate business opportunities, optimize solution offerings, and improve business performance through robust analytics, interactive dashboards, role-base templates, and data visualization for 360 visibility to project and portfolio metrics like resource utilization and practice profitability.
For organizations that aren’t looking for a fully integrated Professional Services ERP solution (Microsoft Dynamics 365 for Finance and Operations), Microsoft Dynamics 365 Project Service Automation (PSA) is an end-to-end project and resource management solution for firms delivering customer-facing, project-based services.