Microsoft Dynamics 365 –
Project Service Automation

Dynamics 365 Project Service Automation supports sales and project teams in planning and implementing customer projects.

Project Service Automation supported:

Estimation of expenses, preparation of offers, and contract management
Plan and allocate resources
Promote team collaboration
Capture time, expense, and status data for real-time insights and accurate invoicing

Microsoft Dynamics 365 –
Project Service Automation

Dynamics 365 Project Service Automation supports sales and project teams in planning and implementing customer projects.

Project Service Automation supported:

Estimation of expenses, preparation of offers, and contract management
Plan and allocate resources
Promote team collaboration
Capture time, expense, and status data for real-time insights and accurate invoicing

App functions

Project contracts

Project-based contracts link quotes and orders to project plans, budget proposals, labor pricing, and billing arrangements, such as on a time and materials basis or as a fixed price. The contract highlights key metrics, including profitability and feasibility.

Project planning

Visual project planning and estimating includes predecessors, automatic task scheduling, and views of sales and cost information for times and expenses. You can use the resulting plan in quotations and in project contracts.

Project invoicing

Project invoices reflect contract terms and approved work and expenditures. The financial impact of project work, including costs, unbilled revenue, and invoices, is captured for use in analysis and integration with financial systems.

resource management

Resource information includes the skills and capabilities of personnel. You can filter resources by skills and availability, so you can assign exactly the right people to the right projects. You can also track resource usage and forecast metrics.

Time, expenses and collaboration

Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries, understanding the financial impact of the newly approved items. All team members can collaborate via an Office 365 workspace created for the project.

Functions
the app