Dynamics 365 for Project Service Automation

An End-to-End Project Service Solution to Grow Your Business

Customer facing projects are about more than resources, tasks, and Gantt charts. It’s about connecting with your customer and setting the right expectations to ensure success. However, many service organizations rely on disparate business applications and solutions, and lack an end-to-end solution to manage projects. This can lead to soiled data, inefficient processes, missed deadlines, and poor budgeting.

With Project Service Automation for Dynamics 365 solutions from PowerObjects, you can create a service story that spans project lifecycle, maximizes your employees’ efficiency, and exceeds customer expectations.


Create Long-term Client Relationships
Develop a profitable relationship and build customer trust by consistently setting and meeting expectations using intelligent tools. Deliver accurate estimates to jump start your relationships. Become a trusted adviser by using collaborative planning tools and repeatable service models for on-time, on-budget projects.
Boost Employee Productivity
Teams are able to work more efficiently with automation technology and a complete insight into their client relationships. Raise retention rates by matching employees and jobs. Provide collaboration tools to up your team’s productivity as well as offer training through self-service tools and portals.
Innovate and Grow
Our innovative solution will provide the insights you need to prepare for change, stay competitive, and grow profitably. Set clear, company-wide business development priorities. Stay agile using real-time metrics to manage multiple deliverables. Make decisions quickly using Power BI and Excel reports.

Microsoft Project Service Automation Capabilities

  • Opportunity Management

  • Project Planning

  • Resource Management

  • Team Collaboration

  • Time and Expenses

  • Customer Billing

  • Service Analytics

Solution Selling

Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.

Project Planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

More Resources

CRM for Dynamics 365: What’s New in Project Service

Project managers rejoice! This webinar will dive into how Microsoft project can now connect to CRM for Dynamics 365. Staffing that project just got easier! Build your project plan, staff your plan and repeat–now that you have this new functionality at your disposal. Download this webinar now; you’ll thank us later!

21st Century Project Service: Empowering Employees Across The Enterprise

A project service automation solution allows your project teams to maintain everything in a single system from quote to invoice. From account managers to project managers to resource managers, PSA will help you streamline your processes, better align sales and delivery teams, and get better visibility into capabilities and key metrics!

We’re Here to Help

Interested in learning how Dynamics 365 can impact your Project Service Automation? PowerObjects can help. Contact a Project Service Automation Practice Director to get started today!