Microsoft Dynamics 365 Project Service Automation is the next generation of cloud-based systems which provides an overview of business processes from Sales, Project Management, Customer Service and Fields Service. Dynamics 365 is integrated with Office 365, Power BI and also Microsoft’s additional cloud solutions.

Microsoft Dynamics 365 for Project Service Automation solves day to day problems in project-based organizations like an end to end project management on time and on budget. With all in one platform, you will be able to predict hiring requirement, forecast revenue and resource management.

Microsoft Dynamics 365 Project Service Automation

PSA allows you to work in your way from the beginning of the sales process (lead, opportunity), all the way to final project deliverables, track all necessary sections.


Planning and delivery section enable you to create a project, define team members, timelines, estimate and actual cost and sales and status of the project.


Billing section used to track your finances for the project. Invoices, actual, cost and journals. This section ensures that financial information is tracked uniformly throughout the lifecycle of a project.


The resource section is where you can manage your resources, their availability and type of roles required to execute a project, so you can plan for hiring.

Dynamics 365 Project Service Automation

Interested to know more about Dynamics 365 for Project Service Automation?

Join us in our upcoming webinar on 6th February 2019 at 1:00 PM – 1:45 PM to learn how Dynamics 365 Project Service Automation helps you to solve your business problems.

Click here for complete webinar agenda.

Register Now

Blogpost by Ashish Rana – Dynamics 365 Consultant

Ashish is Microsoft Certified CRM, Now Dynamics 365 and Power BI expert for Pre-Sales with implementation experience in North America, South East Asia and the Middle East. He holds an MBA in Systems and Consulting from Symbiosis International University. He has been involved in securing several significant values and diverse IT projects across Asia and the Middle East, across technology platforms such as CRM and BI.

Read Full Bio