What is Dynamics 365 Project Service Automation?
Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.
Applies to Project Service app versions 3.x, 2.x, and 1.x
The Project Service Automation (PSA) application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. The app enables you to:
- Plan projects, and create estimates and work schedules
- Estimate and track project cost and revenue
- Forecast resource requirements for projects in the pipeline
- Track project progress and cost consumption
- Manage quoting, pricing, and billing for projects
- Assign and manage resources
- Use reports and interactive dashboards to monitor key performance indicators for successful projects
- ...and more
In addition, to help you monitor and control costs for your project-based work, individual consultants easily enter and track project time and expenses either on mobile or using a web browser.
What's new in PSA
The team is excited to announce our newest updates! Ranging from improvements to the user interface, fixing bugs, and adding important new features and capabilties. You asked; we listened.
Take a look at the October '19 Release Notes to see our newest enhancements and additions.
To see what we have planned in the near future, head over to the Dynamics 365: 2020 release wave 1 plan.
Get help with PSA version 3.x
Looking for resources to help plan your implementation? Check out these downloadable guides.