Dynamics 365 for Project Service Automation is an end-to-end solution that empowers organizations to deliver professional customer engagements on time and in budget.
Project-based contracts: Project contracts tie quotes and orders to project plans, financial estimates, labor pricing and billing arrangements like time and materials or fixed price.
Multi-dimensional pricing: The advanced pricing engine provides robust flexibility in developing tailored pricing scenarios to meet the needs of a wide range of customer scenarios beyond resource role.
Project planning: Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information. Plans inform project quotes and contracts.
Resource management: With organization-wide insight into resource skills, proficiencies and availability, you can efficiently assign the right people to the right projects and balance resource utilization across business units. Combined with the project level reconciliation view, resource managers and project managers can resolve variances between booking allocations with task assignments.
Time and expenses: Team members can use the web or mobile apps to record time and expenses for multiple projects.
Project billing: Project invoices align approved work and expenses to agreed contractual terms. The financial impact of costs, unbilled revenue and invoices flow into reporting and analytics as well as financial systems.