A professional project management solution that keeps all the plates spinning

Microsoft Dynamics 365 Project Service Automation offers an advanced project management solution that covers all aspects of planning, resourcing, sales delivery and billing.

Project Service Automation is being depreciated and replaced with Dynamics 365 Project Operations.

To find out more by clicking the button below:

Project Operations

Why use a CRM system for project management?

Any project manager will tell you the benefits of good project management software: smarter collaboration, better management and simpler time tracking. That’s why almost 80% of high-performing projects use a project management software solution.

But wouldn’t it be better if your project management software could to do more? Dynamics 365 Project Service Automation is not only an excellent project management tool but can link up with all the other aspects of your business in a Dynamics 365 CRM. So not only can you manage a project, you can simplify billing, contact management, communication tracking, resource scheduling, solution up-selling and future marketing.

Plus as a Microsoft application, Dynamics 365 PSA can link up with other applications you’re probably using already: store documents in SharePoint, schedule meetings in Calendar and communicate via Teams.

Dynamics 365 Project Service Automation capabilities

Project planning
Oversee cost, effort and value to working strategy using standard project templates. Create project scheduling and management with Microsoft Project and link projects to sales planning and Dynamics 365 communication records.

Resource management
Assign resources through a scheduling engine that can track across all aspects of your project and organisation. Simplify communication between project managers, resource managers and sub-contractors to forecast demand.

Team collaboration
Use Dynamics 365 and Office 365’s productivity tools to allow project teams, partners and customers to collaborate on projects and store them in the cloud. Empower project managers with status updates and performance to mitigate project management risks.

Manage project spending
Provide a central review dashboard for projects to display details of review periods, overruns and change control costs as well as time impacts. Automate approvals and link to accounts systems to send accurate invoices via email automatically.

Track service performance
Review business opportunities and improve performance through advanced analytics, interactive dashboards and data. Easily access information on resource utilisation and profitability.

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Benefits of using Dynamics 365 for project management

Improve project engagement
Build lasting relationships by keeping customers informed at every stage, helping to drive project success.

Empower teams
Increase productivity across projects and programs by coordinating resources.

Generate strategic growth
Prioritise service offerings in line with resource availability and know both when and how to make investments.

Dynamics 365 PSA with Akita

At Akita, we’re very experienced in Dynamics 365 Project Service Automation – we even use it ourselves. That’s why we’re the perfect partner to help you get the most from it.

Whatever your requirements and to whatever depth you want to use Project Service Automation, we’ll help you get maximum return on your investment – configuring tenants, setting up reports and providing training and support for users. We can also integrate Project Service Automation with any other Dynamics 365 modules you might have

To discuss Dynamics 365 Project Service Automation requirements, get in touch: