Dynamics 365 for Project Service Automation

Project Service Automation offers project-based organisations a single platform to record time, tasks, expenses and resource allocation. Instead of using multiple systems for time keeping, project milestone tracking, opportunities pursuing and revenue management; every task can be performed from within Dynamics 365. With Dynamics 365 for Project Service Automation; organisations are able to effectively manage their projects and improve all aspects of their project-based businesses whilst driving increased productivity and profitability.

Capabilities of Dynamics 365 for Project Service Automation

Opportunity management

Microsoft Dynamics 365 for project service automation provides complete visibility into project-based opportunities enabling business leaders to identify and pursue the opportunities at the right stage.

Project planning

The project service automaton module provides a platform for project managers to collaborate with the internal and external teams to estimate and scope the project work, visualise costs, effort and profitability within Dynamics 365.

Resource allocation

Having determined the scope, time and effort required for a said project; managers can maximise resource and staff utilisation with the help of the resource management functionality to allocate skilled consultants to the project.

Time and expense management

Dynamics 365 for Project Service Automation simplifies time and expenses management by; providing configurable process flows for submitting, approving and updating timesheets and expenses before generating invoices.

Invoicing and billing

Project service automation provides project managers a single location to review, override, track overruns and approve project costs on real-time. Dynamics 365 for project service automation provides seamless integration with common accounting applications such as; Xero and Quickbooks making it easy to generate customer invoices.

Project analytics

Dynamics 365 for project service automation empowers management by; providing visibility into project metrics including project costs and statuses and resource (skill/talent) utililsation enabling them to take action at the right time.

Discover Microsoft Dynamics 365

If you are interested in solution that allows you to estimate and quote contract work, plan and assign resources, record time and expenses, gather real-time insights and generate accurate invoices; speak to a Microsoft consultant on 1300 797 888