Dynamics 365 for Project Service Automation

Profit from your projects. Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.

Offer SKU
Dynamics 365 Project Operations attach license
1 Month Free

Dynamics 365 Project Service Automation
Overview of Dynamics 365 Project Service Automation 2020 release wave 1 - Dynamics 365 Release Plan | Microsoft Docs

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Dynamics 365 Project Service Automation helps you to win and deliver projects on time and within budget, while optimizing resource usage. The application has pricing, sales, resourcing, time and expense, and invoicing management capabilities, along with some project task and work breakdown structure (WBS) functionality. The product team's investments for this release and the next will focus on providing a modular offering for organizations with project-based services. This offering will seamlessly bring together capabilities across Microsoft Project, Project Service Automation, and the Service Industries module in Dynamics 365 Finance to enable a frictionless and functionally rich Quote to Cash for projects.

Dynamics 365 Project Service Automation currently takes advantage of Microsoft Power Platform and Common Data Service to help our customers connect and build end-to-end business solutions for project organizations by using rich pricing, costing, and resource management experiences. With Microsoft Project replatforming to Common Data Service, we'll be uniquely positioned to deliver a competitive set of project-planning and task-scheduling capabilities. Our customers will be able to deliver successful projects with this expanded project management functionality.

The Service Industries module in Dynamics 365 Finance delivers project accounting, with revenue recognition and customer-facing invoicing that takes advantage of date-effective exchange rates and a rich sales-tax feature set. Our customers will be able to better manage invoicing, cash flow, and project accounting by using this expanded financial capability brought into our solution.

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 3.x, 2.x, and 1.x

The Project Service Automation (PSA) application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. The app enables you to:

  • Plan projects, and create estimates and work schedules
  • Estimate and track project cost and revenue
  • Forecast resource requirements for projects in the pipeline
  • Track project progress and cost consumption
  • Manage quoting, pricing, and billing for projects
  • Assign and manage resources
  • Use reports and interactive dashboards to monitor key performance indicators for successful projects
  • ...and more

In addition, to help you monitor and control costs for your project-based work, individual consultants easily enter and track project time and expenses either on mobile or using a web browser.



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