Dynamics 365 for Project Service Automation

Dynamics 365 Project Service Automation is now a part of Dynamics 365 Project Operations.

As Dynamics Project Operations combines features of Microsoft Project, Dynamics Finance and Dynamics Project Service Automation (PSA), it's an upgrade to PSA for organizations. The added project management, accounting and expense management capabilities make Project Operation the higher end-to-end application.

Dynamics 365 Project Operations

One application connects Sales, Resourcing, Project Management, and Finance Teams. This closes more deals, accelerates project delivery, and maximizes profitability. Extend Project Operations using the Microsoft Power Platform and integrate together with your existing systems.

Microsoft Dynamics 365 Project Operations Consists of 8 Core Modules:

  • Opportunity Management

    • Provides visibility into potential opportunities, their cost, and projected profitability.
    • Enables management to know the organizations pipeline so as to be prepared and react to new business.
  • Mobility

    • Access project or customer data also as collaborate together with your team directly via mobile PSA.
    • Provides your project information with the proper device for the proper role.
  • Customer Billing

    • Allows project managers the power to trace , update and approve all project related costs followed by invoice generation sent or emailed to the customer.
    • Costing and billing of resources time supported the role that the resource is associated to.
  • Project Planning

    • Enables sales and project managers to collaborate.
    • Dashboard of the value , duration, and value offered to the prospect or client.
    • Natively integrated to Microsoft Project, with its scheduling and management power, to enhance your project planning from estimation to completion.
  • Team Collaboration

    • A collaborative secure workspace for Partners, project members, and customers to share information and project deliverables during execution of project.
    • Enhance project operational visibility and improve process efficiency.
    • Enable team members to collaborate on projects and maintain current and accurate project status in the least times.
    • Proactively identify and resolve potential risks to the success of each engagement.
  • Time and expense management

    • Easily enter time and expenses for a project from any device, (web, mobile apps and Office365) in order that they are properly billed or costed.
    • Enables individual team members and consultants to accurately track their project time and expenses associated with specific tasks and deliverables to take care of cost control within the project based work.
  • Resource Management

    • Provides complete visibility to resources therefore the best potential fit (skills, cost, availability, etc.) altogether cases are often assigned to the project.
    • Optimize your resources across project service, customer service, and field service.
    • Accurately forecast resource needs, and improve project execution and timely delivery.
  • Service Analytics

    • Real-time analytics to travel from being reactive to proactive.
    • Interactive Business Intelligence (BI) to assist ensure projects are feasible and profitable.
    • Understand critical KPI’s necessary to successfully run a project-based business.
  • Project Operations Integrations:

    • Dynamics 365 Sales - Collaborate on project contracts and statements of labor.
    • Dynamics 365 Customer Voice - Trigger surveys to capture feedback during projects.
    • Microsoft 365 - leverage comms and collaboration capabilities of Office 365 applications.
    • Microsoft Teams - create a collaborative workspace where project teams can chat, share documents, and exchange ideas to form the project a hit.
  • Benefits of Dynamics 365 Project Operations

    • mproved Customer Satisfaction.
    • Empowering Teams.
    • Optimized Resources.

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