Project Service Automation
Microsoft Dynamics 365 for Project Service Automation

Microsoft Dynamics 365 for Project Service Automation

Profit from your projects

Project Service Automation Technology | Microsoft Dynamics

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.


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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 your relationships right.
  • Become a trusted adviser, 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 to 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 Power BI and Excel reports.

Start with smarter project service automation capabilities
  • Solution Selling
  • Project planning
  • Resource scheduling
  • Mobile productivity
  • Time + expenses
  • Customer billing

Solution selling

Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.

Project planning

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

Resource scheduling

Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction. 

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, and collaborate using Office 365 anytime, anywhere for higher productivity.

Time expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.

Customer billing

Give your project managers one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web. And staying compliant is easier because our app works with your financial systems.

Why Choose Us ?
  • Quick and convenient Localized Support
  • Compatible with the latest Microsoft applications
  • Flexible short and long term support options
  • Practical proven use of the applications
  • Access anywhere anytime
  • Various business coaches and certfied project managers
  • Supporting multiple project automation models and companies sizes
Total Selling Organization Methodology

Combing Microsoft powered technology with the Total Selling Organization methodology enables your sales strategies and accelerates sales performance.