Dynamics 365 for Project Service Automation (PSA) lets you run your project-based business more productively and profitably. You can create and execute more profitable projects and customer relationships and satisfy your clients.
Similar to other Dynamics 365 apps, there are a number of useful dashboards in Dynamics 365 for Project Service Automation as well. The following screenshot depicts one such dashboard:
It helps in deepening customer engagement and building a trusted customer relationship by developing credibility and increasing customer confidence through a responsive engagement model. It also empowers your professionals with a collaboration-rich experience, enabling transparency across the business and empowering them to use their expertise to increase project productivity with every customer. It also helps you in prioritizing, innovation, and investment in service offers based on actionable insight.
We would like to give a full suite coverage of the modules/capabilities in Dynamics 365 for Project Service Automation with the help of the following visual:
As shown above, there are several modules/capability areas spanning Customers, Sales, Billing, Planning and Delivery and other tools.
Here are the the top features in Dynamics 365 for project service automation:
- Contract management
- Resource management
- Time and expense management
- A number of capabilities in opportunity management
- Planning and collaboration platform for resources
- Team collaboration
- Customer billing
- Powerful unified resource scheduling
- Enhanced service billing experience
- Optimum talent utilization
- Analytics in project performance