Project Service Automation

Take Project Management To Next Level With AI Enabled ForecastsBI Enabled EstimatesReal Time Reports

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Dynamics 365 for Project Service Automation Benefits

Bring your customers, teams and management on one integrated communications platform for seamless communication.

Your team is always aware of project progress, and future deadlocks with BI backed predictions and forecasts.

Your business works as a unified unit with a close watch on every resource and every project ensuring consistent growth.

When your team is working on a project, they come across the client with several other needs. These leads can be further shared with your sales team for further opportunities.

Your teams can work from any place, at any time, using mobile devices on Azure cloud.

Every project and resource is monitored closely for profitability. The AI-enabled forecasts predict an accurate estimate and ensure that the project finishes within the projected estimates of time and effort.

Dynamics 365 for Project Service Automation Features

Dynamics 365 PSA enables businesses to successfully plan and deliver projects using a predictable and customer-centric service delivery model. Quickly create new project records, create estimates, quotes, and contracts using project templates. Allow your team to plan and execute each phase of the work effectively. Provide an intuitive dashboard for managers to review, monitor, and approve all costs and time impacting their projects.

Ensure the project’s success by aligning the right resources to the right projects at the right time. Identify the right people for the job based on their roles, skills, qualifications, availability, and certifications. Empower your teams to update their skills and apply directly to the projects. Optimize resource utilization by reviewing individual booking capacities. Accurately measure resource utilization on real-time and make intelligent decisions to get the most out of billable resources.

Allow teams to easily record time and expenses for each project assigned to them via the web, and mobile apps. Enable team managers to quickly and easily approve items. Team members can collaborate internally using audio, video, and document management with integration to Office 365 workspace created for their project. Enable revenue recognition for projects with varying engagement models like Time and Material, Fixed Price, Fixed Monthly, etc. and automatically post to achieve better cash flow and smart financial decisions.

Take control of billing with man-hour and materials based calculations and use customized billing cycles and frequencies to determine how and when your customers are billed. Use customized invoice frequencies for each client type for multiple billing methods, such as monthly, weekly or on specific days. You even have an option to fully customize project bills with a fixed price billing with instalments spread across milestones.

Easily record and analyses all the project related financial data (project costs, unbilled revenue, and invoices) through business analytics or financial management systems.

Dynamics 365 Services

Why Alletec For Your Dynamics 365 Project Service Automation?

Gold Partner

A Microsoft Gold Partner – a testament to our competence, experience, and customer focus.

Years of Trust

Helping customers succeed – for over the past 2 decades.


Recognized and felicitated by Microsoft over the years with top awards in the Microsoft Dynamics segment.


Over 700 projects executed for customers from over 30 countries.

Trusted By Market Leaders

Trusted by market leaders from diverse industry segments.

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