Connect your project-centric business in one application

Profit from your projects

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

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Drive project success and profitability with Project Operations

Get the visibility, collaboration, and agility needed to drive success across your project-centric business—from prospects to payments to profits.

Deliver exceptional deal management experiences

Win more bids with better contract management and more accurate project quotes, forecasting, estimation, and scope.

Simplify time tracking and expense management

Submit, approve, process, and reconcile time and expense entries on the go for faster reimbursement and client billing.

Optimize resource utilization

Ensure that you have the right people on the right projects through resourcing insights, scheduling, governance, and skills matching.

Drive success through enhanced project management

Flexibly manage projects with easy-to-use embedded Microsoft Project capabilities including Kanban boards and Gantt charts.

Maximize profitability with streamlined project financials

Manage your project accounting more accurately and recognize revenue compliant with International Financial Reporting Standards

Improve business acumen to drive success

Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data.

Run your entire services business—from prospects to payments

  • Win more deals and speed up the sales cycle with quick and accurate quotes, flexible pricing, and seamless transitions from estimate to execution.
  • Optimize resource utilization by aligning the right people with the right skills to the right projects, increasing project profitability and ensuring project success.
  • Speed project delivery with the familiar, easy-to-use capabilities of Microsoft Project for the web, built in to Project Operations.
  • Simplify time and expense reporting —submit, approve, process, and reconcile time and expense reports from anywhere for faster reimbursement and client billing.
  • Optimize project economics with costing, budgeting, invoicing, revenue recognition, and compliance capabilities, and gain visibility into key business health metrics such as gross margin and project profitability.
  • Discover business insights using AI, and increase agility with visibility across all your teams, data, and processes for better, quicker business decisions.

Deliver profitable projects on time and on budget, every time

Overcome the limitations of disconnected systems by using a unified solution that helps your teams get the visibility, collaboration, and insights needed to maximize profitability. Higher profit margins require precision project pricing, scoping, resourcing, and delivery. This is possible only when you ensure compliance with corporate policies across all project-based operations. Project Operations connects your teams to deliver precision tracking of project costs, resource utilization, timely billing, and revenue recognition.

Improve collaboration and gain visibility

Give teams across your organization the tools to work together more easily, with visibility into back-end and front-end processes in the same application. Make decisions with confidence based on a single source of truth that’s accurate and up to date.

Find and share insights

Extend your data to Microsoft Power BI to eliminate data silos and create business intelligence that’s easy to share across your organization. Seamless interoperability with Microsoft Teams means you get tools for shared social conversations and document management, as well as calls and meetings—so everyone works together to deliver better business outcomes.

Scale and grow your business

Be ready as your business evolves with the end-to-end solution that’s powerful on its own, but also easy to customize and extend. Whether you want to add on another Dynamics 365 application or a custom application built with Power Apps, everything works together and works like you expect because they share a common foundation—and the security, privacy, and compliance of a cloud-delivered solution.

Why Dynamics 365 for Project Service Automation

  • Built-in dashboards for KPIs
  • Configurable CPQ engine
  • Invoicing, revenue recognition, and project accounting
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