Overview of Project Service Automation

Applies to Dynamics 365 (online), version 9.x

ProjectService_IntroVideo

Overview

Dynamics 365 for Project Service Automation capabilities in Dynamics 365 (online) provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service Automation automation helps you:

  • Estimate, quote, and contract work

  • Plan and assign resources

  • Enable team collaboration

  • Capture time, expense, and progress data for real-time insights and accurate invoicing

Included in this app are the following features:

Project-based contracts Project-based contracts relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.
Project planning Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.
Resource management Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.
Time, expenses, and collaboration Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.
Project billing Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

Available anywhere, on any device

There are two flavors of Dynamics 365 for Project Service Automation:

  • If you're using a desktop, you'll use the Project Service Automation app.

  • If you’re in the field using a smartphone or tablet, you’ll use the Project Resource Hub app which is a subset of the Project Service Automation app. The Project Resource Hub app is built on the Unified Interface framework, which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. More information: User Guide (Project Resource Hub).

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Account Manager Guide

Project Manager Guide

Resource Manager Guide

Time, Expense, and Collaboration Guide

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