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Microsoft Dynamics 365 for Project Service Automation

Build strong customer loyalty through outstanding project experiences. Dynamics 365 gives you the tools you need to boost productivity and deliver profitable projects within budget and on time.

Benefits of Dynamics 365 for Project Automation

Raise productivity

Empower your team to deliver their best work with intuitive tools that support collaboration.

Drive profitability

Intelligently select the sales opportunities with the best chance for a successful outcome.

Innovate and adapt

Keep up with changing industry trends with an application that is easy to customize, extend to other tools you already use.

Avoid waste

Calculate resources demand and ensure you allocate the right resources to the right project. Keep resource utilization high and avoid downtime.


Manage projects confidently

Replicate success using a predictable project delivery model and keep customers at the center of everything you do.

Service Delivery Performance Drivers for Customer Facing Organizations

Learn how to optimize productivity, profitability and client satisfaction through sales and project delivery alignment.

Dynamics 365 for Project Service Automation Features at a Glance

Time and Expense Management

Give employees a simple way to record their time and expenses for each project they’re working on. Let them choose the platform they’re most comfortable with (desktop, web or mobile app). Make managers more productive with a quick and easy approval process.

Prebuilt, Customizable Apps

Easily add new features to Dynamics 365 for Project Service Automation with a full catalog of add on tools built by Microsoft and its partners. And do more with your data. Create custom apps that meet your exact business needs with little or no coding.


Today’s modern workforce needs the flexibility to get work done outside the office. Make sure your team has access to the information they need, no matter where business takes them.

Resource Allocation and Scheduling

Never let a lack of resources stand in the way of your project’s success. Smart scheduling helps you ensure the right resources and people are available at the right time.

Sales Force Automation

Give your sales staff the tools they need to craft personalized, targeted communications that build trust and close deals.

Real-time KPIs

Improve success rates on slim margin projects. Use up-to-the-minute data to ensure you make smart decisions.

Project Planning and Billing

Set a solid foundation for each project before you begin with user-friendly planning tools. Give project managers full control over the billing process.

Why Dynamics 365 for Project Service Automation?

With Dynamics 365 for Project Service Automation, we’ll be able to revolutionize how we forecast and plan our business. We’ll have the data to see how we did last year and how to plan for next year.

—Andrew Ho, Chief Information Officer, Global Strategy Group

Want to Learn More About Dynamics 365?

As a leading Microsoft Partner, Intelligent Technologies can help you empower staff, connect with customers, transform business processes, and streamline operations with Microsoft Dynamics 365. Simply fill out the form to register for your custom demo or to request more information.