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Customer Engagement – Dynamics 365 for Project Service Automation

Microsoft Dynamics 365 for Project Service Automation delivers a fully cloud-based project management application, that keeps each step of your projects moving forward, and makes sure that each employee involved in the process is working productively.

The application enables businesses to build and validate their existing and newly formed customer relationships by leveraging intelligent and intuitive tools. It is an end-to-end service that offers your business a single system of engagement for project sales, resourcing, delivery and billing teams, bringing people, processes and technology together to empower your teams to complete projects on time, and on budget.

Manage Your Projects With Confidence

Dynamics 365 for PSA has a predictable and customer-centric service delivery model, which lets your people plan deliver projects accurately, and with simplicity.

This will help your business earn your customer’s trust by reflecting the terms of your contract, approved work and expenses, ensuring the key project deliverables. It also helps you plan for success by visualising accurate cost, effort and revenue and helps you achieve predictable project delivery using robust project planning capabilities.

Optimise Your Resources Effectively

Keep your utilisation high and anticipate resource demand by ensuring that the right resources are on the right projects, and use real-time visibility to enable intelligent and relevant skills-based assignments to be completed on time, and on budget, using a unified scheduling engine.

Get the most out of your specialist staff by accurately measuring and making intelligent decisions to get the most out of billable resources, by using real-time dashboards to monitor who is working on what.


Forecast Your Project’s Profitability

Make sure your business prioritises its project-based sales opportunities using built-in intelligence to plan for successful outcomes. Prioritise these deals based on a unified sales management dashboard that brings together all of your business’s opportunities, both product and project-based.

Ensure seamless sales collaboration by creating project contract, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.

Increase Your Team’s Productivity

Dynamics 365 for PSA lets you empower your service professionals to deliver the best work through intuitive and collaborative tools.

Foster collaboration across your project teams using audio, video and document management with integration to familiar Office 365 applications. This helps your team to respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery. 

Dynamics 365 for Project Service Automation Pricing

If your business simply wants to implement just Microsoft Dynamics 365 for Project Service Automation as a single app, it will cost £71.60 per user, per month. As an attached application the price becomes £15.10 per user per month.

Download the Microsoft Dynamics Licensing Guide (October 2019)

See how D365 for PSA can help your projects, and make sure you always deliver

Fill in the form below and a member of our team will be in contact to talk to you about your business needs, and how D365 for PSA can help.