Project Service Automation

Seamless Project Management for Smarter Service Delivery

Transform Projects into Success

Microsoft Dynamics 365 Project Service Automation (PSA) transforms project operations into data-driven decisions, enabling teams to manage resources, track progress, and optimize workflows efficiently. With powerful automation and real-time analytics, businesses can ensure project success and profitability.

AI-driven insights provide deep performance tracking, trend identification, and smarter decision-making. Seamless integration with Dynamics 365, Microsoft Teams, Office 365, and financial platforms ensures a connected experience from planning to invoicing.

We design customized project strategies to enhance reporting, collaboration, and efficiency. Whether improving scheduling, cost tracking, or resource management, PSA delivers the insights needed—when they matter most.

Power BI Screenshot

Project Service Automation Features:

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Project Planning & Scheduling
Easily create and manage project timelines with intuitive planning tools, ensuring on-time delivery and streamlined execution.

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Resource Management
Optimize workforce allocation by assigning the right team members based on availability, skills, and project demands.

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Time & Expense Tracking
Enable seamless time and expense logging through web and mobile, ensuring accurate reporting and billing.

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Customer Billing & Invoicing
Automate invoicing and revenue recognition to maintain accurate financial records and improve cash flow.

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AI-Powered Insights
Leverage machine learning to analyze project trends, predict risks, and enhance decision-making with real-time data.

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Seamless Integration with Dynamics 365 & Office 365
Connect with sales, finance, and collaboration tools to ensure a unified experience across the organization.

Is Project Service Automation a fit for my business?

Dynamics 365 Project Service Automation is ideal for businesses across all industries, providing advanced project management, real-time insights, and seamless operational integration. Whether you need to streamline project tracking, centralize resource management, or enhance decision-making, PSA helps you unlock the full potential of your business operations.

Microsoft Copilot AI

Copilot AI

Artificial intelligence is embedded throughout Dynamics 365, boosting productivity and efficiency. Copilot supports users by assisting with tasks like writing emails, summarizing records, and reviewing the sales pipeline.