Dynamics 365 For Project Service Automation - Dynamics Square

Dynamics 365 For Project Service Automation

Manage Projects with Confidence

Microsoft’s integrated project service automation is an end-to-end solution for sales, planning, resourcing, delivery, and billing. Microsoft Dynamics CRM project management capabilities enables companies to complete projects on time and within budget while improving their productivity and bottom line.

Dynamics 365 For Project Service Automation - Dynamics Square

Microsoft Dynamics 365 Project Service Automation

Dynamics 365 for

Project Service Automation

Microsoft Dynamics 365 for Project Service Automation (PSA) brings processes, people and automation technology together to streamline business processes, improve profit margins, and manage the entire project lifecycle. The in-built intelligence and analytics tools enable

  • Delivering augmented customer experiences
  • Tracking and approving of project status and finance
  • Optimising project planning, estimation, and pricing
Dynamics 365 For Project Service Automation - Dynamics Square
Deepen engagement
Dynamics 365 For Project Service Automation - Dynamics Square
Empower teams
Dynamics 365 For Project Service Automation - Dynamics Square
Optimize growth

Key Capabilities

Let’s take a closer look at how Project Service Automation (PSA) can improve customer engagement, empower your project management team, and optimize business growth.

Microsoft Dynamics 365 for  Project Service Automation-Dynamics Square


Opportunity Management

  • Solution Selling

    An integrated sales management dashboard that helps prioritise project and product-based business opportunities.

  • Customer Centric

    Leverage enhanced and integrated sales force automation to generate SOWs, create project contracts, and track labour rates.

  • Streamlined Contracts

    Ensure the feasibility and profitability of each project quote while considering the revenue estimates and resource costs.

Project Planning

  • Collaborative Execution

    Leverage custom project templates to swiftly create work schedules and roles estimates for new projects.

  • Enhanced Communication

    Easily communicate with the team to finalise the resources required and the deadline for completing each task.

  • Eachieving Results

    Set milestones for each project and get real-time updates on them to align the resources and meet deadlines.

Resource Management

  • Intelligent Resource Distribution

    Optimises resource management by using a consolidated scheduling program across the modes of service and ensure professionals are assigned tasks as per their skills.

  • Utilizing Resources

    Enables business development and portfolio investment team to align with the skills and talent management team for optimum results.

  • Business Centric

    Empowers consultants to identify the right resources and get them onboard quickly while training in-house resources and updating their skills.

Team Collaboration

  • Productivity

    Empowers the team with powerful, easy-to-use, mobile-ready productivity tools to update deliverables and monitor status.

  • SMAC

    Integrates ‘social, mobile, analytics and cloud’ experiences and technologies for timely and relevant communication and collaboration.

  • Greater Agility

    Helps manage critical KPIs and provide quick response to changes in scope or project risks, while ensuring consistent and profitable service delivery.

Time and Expenses

  • Intuitive & Familiar

    Integrates the tasks and deliverables on the calendars to track the estimates and billed projects time.

  • Accountability

    Provides real-time financial insights to teams and empower them to collaborate for timely corrective actions.

  • Efficiency

    Streamlines the submission, approval, processing, and reconciliation of expenses for timely billing.

Customer Billing

  • Timely & Effective

    An all-inclusive dashboard that enables project managers to review, override, track overruns and approve all the expenses and timelines influencing their projects.

  • Accuracy

    Ensures the invoices contain all the approved work expenses along with the terms of the contract and projected budget to maintain transparency.

  • Automated

    Provision for auto-generation, approval, and distribution of reconciled invoices via email and web with back-office financial integration.

Service Analytics

  • Unified Platform

    The all-in-one Dynamics 365(CRM) for Project Service dashboard provides all the features from scheduling to managing to analysis.

  • 360 Degree Project View

    Analyse and understand project performance, customer feedback to improve and optimise performance for better results.

  • Trends & Forecasting

    Built-in intelligence provides strong analytics with drill-down capabilities to help identify trends and forecast outcomes to prioritize service offerings and adopt best practices.

Integrated, Flexible and Scalable Solutions


Video & Rich Content

Project Service Automation


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microsoft dynamics crm project management

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Why Dynamics Square?

Dynamics Square is a leading Microsoft Dynamics 365 Partner offering services, providing top-notch technology solutions and services in some of the leading Australian cities namely Sydney, Melbourne, Perth, and Brisbane. We leverage market-leading technologies, consultants, processes and proven methodologies to drive your businesses’ digital transformation. Thanks to our unwavering focus towards quality, we have a resounding client-base not just in Australia but also in other parts of the world.

Years of Expertise- Dynamics Square

Years of Expertise

Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.

In-depth Knowledge - Dynamics Square

In-depth Knowledge

Our in-depth knowledge of products, technology, and Industry helps us to design the solution that align with our customer’s business needs.

Subject Matter Experts - Dynamics Square

Subject Matter Experts

Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.

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