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Project Service

Microsoft Dynamics 365

Project Service

Bring processes, people and automation technology together through a unified experience with Microsoft Dynamics 365 for Project Service Automation and achieve more. Dynamics 365 for Project Service Automation (PSA) is a most advance business solution to manage project sales, delivery, resourcing and billing.

Microsoft Dynamics 365


Prioritise deals based on an integrated sales management dashboard for both project and product based opportunities.

Using an enhanced and integrated sales force automation experience; generate SOWs and create project contracts, track labour rates.

With a visibility of revenue estimates and resource costs, ensure the feasibility and profitability of each project quote.

Microsoft Dynamics 365

Project planning

Make use of the repeatable Project Templates defining estimated work schedules and required roles and quickly create new projects.

Assess project risks with a real-time view of over-budget and under projects, unmet milestones, unpaid invoices and pending proposals.

Easily communicate required project tasks, the resources required and the time-frame for completion of the task.

Microsoft Dynamics 365

Resource management

Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.

Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.

Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

Microsoft Dynamics 365


Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers and partners to update deliverables and monitor status.

Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.

Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.

Microsoft Dynamics 365

Time and expenses

Simplify management and tracking of estimated and billed project time by integrating the tasks and deliverables on the calendars.

Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions.

Streamline the submission, approval, processing and reconciliation through web, mobile apps and Office365 for timely billing.

Microsoft Dynamics 365

Customer Billing

Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects.

Ensure the project invoices reflect the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.

Automate generation, approval and distribution of reconciled invoices in email and on the web with back-office financials integration.

Microsoft Dynamics 365

Service analytics

Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration, and analytics.

Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.

Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.