Project service automation cloud-based solution enables businesses to plan and manage project resources, track progress, predict outcomes, and much more – all with total visibility into the entire process with Microsoft Dynamics 365

Project Service Automation D365 is a simple-to-use technology for businesses that need to outsource large-scale projects. Regardless of the business, the larger a project grows, the more likely it is to exceed its initial budget, stray from its original scope, and lose accurate projections. It keeps everything in order, in sync, and, most importantly, visible to everyone in charge of the project.

It works as an end-to-end solution that can handle entire projects and manage deadlines, budgets, expenses, the project’s contract, and available resources. Moreover, it links the collaboration between project managers and salespeople on sales quotes, projects, and orders. It ensures that the project is doable, lucrative, and timely delivery.

Manage Projects with Confidence

  • Microsoft Dynamics 365 PSA enables efficient project execution while enhancing team productivity and client interactions.
  • An integrated and transparent sales dashboard provides a unified platform for project and budget-based opportunities.
  • The information is protected by built-in Power BI, which also forbids access to data the user does not own.
  • Supports effective resource management by matching talents to positions.
  • Uses dynamic 365 applications to evaluate project performance and offer proactive feedback continuously.
  • Business analytics allows for the recording and accessing of all costs, income, and billing associated with company initiatives.

Dynamics 365 Project Service Automation Capabilities

Efficient Project Management

The PSA application enables businesses to manage and provide end-to-end project services efficiently. With its vital project planning features, which integrate with Microsoft Project, organizations can precisely forecast cost, effort, and income and have access to simple dashboards to analyze and monitor all expenses and time. 

Forecast Project Profitability

Organizations can prioritize deals using the PSA, which provides a comprehensive picture of the product and project-based prospects. It also gives a chance to interact with the consumers directly about the parameters of the project’s scope and resource requirements. It ensures that sales collaboration runs well, assists in keeping track of labour prices generates work statements and more.

Increase Productivity

The PSA program facilitates easier team cooperation between projects and highlights project hazards, assisting teams in proactively responding to problems while guaranteeing profitable service delivery. It makes consumer billing possible anywhere and whenever.

Resources Optimization

Organizations can use the real-time resource visibility provided by the PSA to speed up the scheduling process. It is simple to assess resource use correctly for invoicing and intelligent decision-making using real-time dashboards. Moreover, the PSA equips consultants with the tools to polish and employ their abilities during the project conception and execution phases.

Facilitates Innovation

The PSA, driven by artificial intelligence, accelerates time to market, integrates the service environment, and changes customer interactions (AI). It lowers costs while safeguarding your data.

Features of Microsoft Dynamics Project Service Automation

  1. Project planning and scheduling: The solution enables project managers to plan and schedule projects, define tasks, assign resources, and track progress. It visually represents the project timeline and helps teams stay on top of deadlines and milestones.
  2. Resource management: With Microsoft Dynamics 365 Project Service Automation, businesses can manage their resources efficiently by assigning them to suitable projects, monitoring their availability and utilization, and forecasting their workload.
  3. Financial management: The solution provides tools for tracking project expenses, invoicing clients, and managing project budgets. It can integrate with other financial management systems to ensure accurate and timely financial reporting.
  4. Collaboration and communication: The solution supports team collaboration by providing a centralized platform for sharing project information, documents, and communication. It can integrate with other collaboration tools, such as Microsoft Teams, to facilitate real-time communication.
  5. Analytics and reporting: Microsoft Dynamics 365 Project Service Automation provides detailed analytics and reporting capabilities that enable businesses to track project performance, identify trends, and make data-driven decisions.


By combining all its business products under one giant roof, Microsoft has been working to make them all available from anywhere, at any time. With Dynamics 365, increasing productivity is simple.

Dynamics 365 for PSA is deployed to assist in managing projects, from bids to delivery. Dynamics 365 for PSA understands the issues a project-oriented firm encounters around scheduling resources and creating estimates.

The capabilities of Project Service Automation go well beyond those of a standard project management solution. It provides all the features and abilities necessary to guarantee that your organization’s project management office controls and procedures are effectively completed and followed.

Have questions about Microsoft Dynamics Project Service Automation? Reach out to us at With the support of the excellent selection of SAP & Microsoft Cloud solutions, we want to assist you in expanding your business. Our team of professionals can make your project implementation more transparent and save money by suggesting the best software to provide the highest ROI, whether a comprehensive ERP implementation or a straightforward customization.