Microsoft Dynamics 365 for Project Service Automation

Digital transformation for your project-based business edge

With Dynamics 365 for Project Service Automation, you can run your business more productively and profitably. How? By successfully managing your projects and satisfying your clients.

Create profitable relationships

Earn your customers’ long-term trust—and ongoing business—by reliably setting and meeting their expectations using intelligent tools.

• Deliver accurate estimates to start your relationships right.
• Become a trusted adviser, using collaborative planning tools.
• Use a repeatable service model for on-time, on-budget projects.

Enable productive employees

Earn your customers’ long-term trust—and ongoing business—by reliably setting and meeting their expectations using intelligent tools.

• Deliver accurate estimates to start your relationships right.
• Become a trusted adviser, using collaborative planning tools.
• Use a repeatable service model for on-time, on-budget projects.

Innovate to grow

Earn your customers’ long-term trust—and ongoing business—by reliably setting and meeting their expectations using intelligent tools.

• Deliver accurate estimates to start your relationships right.
• Become a trusted adviser, using collaborative planning tools.
• Use a repeatable service model for on-time, on-budget projects.

Stand out with smarter project service automation capabilities

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.

Resource scheduling

Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.

Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.

Time + expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.

Customer billing

Give your project managers one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web. And staying compliant is easier because our app works with your financial systems.

The PA Group Difference

At PA Group, we understand the critical role of your project based services, and how Dynamics 365 can solve for those processes. Are you ready to see how Dynamics 365 for Field Service can enable productive employees?

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