Project Service Automation in Dynamics 365

Dynamics 365 for Project Service Automation helps you run your project-based business more effectively. The exceptionally powerful functionality makes it easy for you to make the most of business opportunities, enabling you to create more profitable customer relationships, empower your employees with collaboration tools, and get the business insights you need to take your organization to the next level. With the tools to automatically convert a project plan and work breakdown structure into a fully formed team—optimized for project dates and deadlines, skill requirements, geography and availability—your productivity will soar.

Your team will be able to take advantage of the following features with Project Service Automation for Dynamics 365:

Project Planning

  • Improve your process from estimation to completion—from opportunity through delivery—leveraging comprehensive cost and pricing data
  • Create projects in 6 different ways: manually, using templates, from an order, from a sales opportunity or quote, imported from Microsoft Project, or through Budget Management
  • Structure projects within the Gantt Chart or in the Work-Breakdown-Structure
  • Make it easy for team members to collaborate on estimates using templates
  • Link to the scheduling and management strength of Microsoft Project

Solution Selling

  • Take a client-centric approach to building your business
  • Provide your business development team with a more unified sales experience
  • Use social insights to collaborate on product-based and project-based opportunities

Resource Scheduling

  • Unify resources and scheduling to optimize customer service and increase your consultants’ job satisfaction
  • Direct assignments to individuals and department levels
  • Assign consultants to projects based on their skills, interests, and availability

Mobile Productivity

  • Provide team members with access to easy-to-use mobile apps
  • Enable employees to select projects, update skills, enter time and expenses, and more, from any connected device
  • Make it easy to collaborate in Office 365 for higher productivity

Time and Expenses

  • Simplify the process of entering time and expenses with automation technology
  • Use desktop, web, and mobile apps to submit information, assign it to customers, approve it, and update project status

Service Analytics

  • View and analyze budgeted vs. actual project costs and performance metrics
  • Go from reactive to proactive by using real-time analytics
  • Identify trends across your organization, from compliance and operations to financials and KPIs
  • Use customizable dashboards and scoreboards to explore metrics

How We Can Help

As an award winning Dynamics 365 Partner, we leverage our 10+ years of CRM implementation experience to ensure that you effectively leverage your CRM investment and avoid the common mistakes that are typically made during these types of projects.

Sign up for a free 30 day trial of Dynamics 365 Online – and contact our CRM team at to discuss your project in some more detail. 

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“MIBAR played an instrumental role in helping us navigate the CRM waters. Whether they were migrating our data from an old legacy system or creating a Dynamics 365 operating environment aligned with our expectations, the MIBAR team was attentive and available, understanding what we needed and how to get us there. Recently they modified our system to meet our new expectations of how Dynamics 365 should perform. You could not ask for better partners and Derek at MIBAR has been leading the charge for us making sure that we are comfortable with our CRM setup and he takes the time to answer questions that we have and tackles head-on issues that we face. You could not have a better partner for your Dynamics 365 setup than MIBAR.”
Eric Toro

Marketing Specialist, Dexmet Corporation

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