Microsoft Dynamics 365 Project Service Automation for IT & Management Consulting Firms

Professional services organizations, including IT & Management Consulting firms, are under constant pressure to successfully deliver complex client projects, provide differentiated services, and maximize customer loyalty. Integrating your firm’s project sales and delivery efforts can help your organization navigate these challenges by deepening your engagement with your clients, improving project delivery success, and maximizing project profitability.

Microsoft Dynamics 365 Project Service Automation extends the core Dynamics CRM platform to provide a single system of engagement for project sales, delivery, resourcing, and billing. This ensures that your business development team is working with up to date information about your resources, roles, bill rates and capabilities, and that your project delivery team has the information it needs to deliver exactly what was sold.

Project Service Automation for IT & Management consulting firms

Comprehensive project lifecycle support for internal and external stakeholders

Designed specifically to serve the needs of both internal stakeholders - practice leads, account managers, project managers, resource managers, and project team members - as well as external stakeholders – your clients – Project Service Automation provides key functionality that enhances the entire project lifecycle.

Available as a cloud based (SaaS) offering, Project Service Automation is easily accessible from any location, and offers a series of cross-platform mobile apps for key features like time and expense management. And because it’s tightly integrated with the Microsoft technologies your firm already uses, including Microsoft Office, Microsoft SharePoint, Skype for Business, and Power-BI, you can maximize productivity levels and enable deep collaboration across your cross-functional teams.


Best-in-class Customer Relationship Management (CRM) capabilities Put award-winning CRM tools in the hands of your sales and marketing teams to help drive demand for your services and successfully win more business.
Innovative unified services model Manage all customer service touch points and resources in a single application, including assisted service (call center), self-service, field services, and project-based services.
Powerful sales and business development functionality Effectively manage opportunities for project sales and build project quotations using up-to-date information about resources, roles, billing rates, and deliverables.
Flexible project planning capabilities Address a wide variety of project management requirements through the use of flexible work plans and project scheduling capabilities.
Strong project budget controls Ensure that your professional services projects stay onbudget with real-time budget vs. actual information and the ability to manage budget revisions and change orders.
Powerful resource planning and staffing tools Maximize resource utilization and ensure optimal project staffing practices using built-in resource planning, scheduling, and competency management tools.
Simple web-based and mobile time and expense entry Simplify time and expense entry with a modern webbased time and expense system that supports tablets and phones across platforms and form factors (iOS, Android, and Windows).
Configurable services billing engine Deliver timely and accurate invoices and accelerate cash flow through online invoice reviews, approvals and flexible invoice formatting.
Integrated project collaboration and document management Improve project team communication and collaboration through integrated Microsoft SharePoint sites for managing project documents and calendars, as well as integration with Yammer for social collaboration and Skype for Business for real-time integrated communications.
Flexible workflow-driven processes Configure flexible workflow rules for managing key sales process activities and project execution processes (budget approvals, time and expense approvals, invoice approvals, etc.)
Interface with ERP and Finance systems Easily build interfaces to your ERP and financial management software to integrate key billing and revenue recognition information.
Best-in-class BI and Analytics Platform Take advantage of Microsoft’s latest business intelligence technology, including PowerBI, to put critical reports and analytical information in the hands of your decision makers.
Best of the cloud Realize a low Total Cost of Ownership through Microsoft cloud services, including ongoing system monitoring, upgrades, and support.

Project Management

Project Service Automation provides powerful project management capabilities for planning and executing even your most complex projects.

Project Management

Resource Management

Project Service Automation provides built-in resource management capabilities for ensuring that you have the right resources, with the right capabilities, available at the right time to staff your projects, helping your firm maximize billable utilization.

Resource Management


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