Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation

Manage your projects more productively and profitably.

Project service automation app overview

Use intelligent tools to deliver accurate estimates, optimise resources, and deliver reliably to customer expectations. Dynamics 365 for Project Service Automation helps your teams work efficiently and provides the insights to remain agile, stay competitive, and grow profitably.


Flexible templates make it easy for sales and project managers to collaborate on estimates. Improve your planning from estimation to completion with intelligent tools that allow you to develop repeatable service models for on-time, on-budget projects.



Integrated processes boost productivity. Project managers can review, override and approve all job costs from a single location, and they can generate, approve and distribute customer invoices directly from Outlook. Configurable process flows make it simple to submit and approve time and expenses at any time, on any device.



Optimise your resources across project service, customer service, and field service. With unified resourcing and scheduling, your managers are able to assign the best consultants to a project based on their skills, specialisations, and availability.