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Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation

Manage your projects more productively and profitably. Dynamics 365 for Project Service Automation enables the delivery of projects on time and within budget.

Project Service Automation App overview

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

Improve planning from estimation to completion with a streamlined platform that allows development of repeatable service models for on-time, on-budget projects. Keep utilisation optimal by accurately forecasting demand and ensuring the best resources are on the right projects.

Dynamics 365 for Project Service Automation capabilities

Optimised resources

  • Get the most out of billable resources using a unified scheduling engine with real-time resource visibility.
  • Take advantage of Office integration to encourage collaboration across project teams.
  • Streamline the management of critical key performance indicators to respond quickly to scope changes and project risks.
Optimised resources


Effective management

  • Take advantage of a secure portal to collaborate directly with customers on quotes, project scope, and resource requirements.
  • Ensure a single view of the business with a unified system of engagement and native Microsoft Project integration.  
  • Collaborate seamlessly with sales by creating project contracts, tracking labour rates, and generating statements of work directly within Dynamics 365 for Sales.
Effective management


Adaptable platform

  • Generate actionable insights with artificial intelligence tools and guide your teams to optimal outcomes.
  • Reduce the cost and complexity of operating a global infrastructure with the trusted Microsoft cloud platform providing state-of-the-art security and compliance.  
  • Automate processes across Dynamics 365 applications and third-party systems through an extensible and flexible platform.
Adaptable platform



Finance and Operations deployment options

Flexible options

The choice of deployment options gives you the flexibility to start on one scenario and change later. From full cloud to cloud + edge to local business data, you can move in either direction depending on your organisation’s business needs.

On premise instalation

Run business processes on-premises, with local transactions and data storage, without replication of any business data to the Microsoft cloud. You have the choice to turn ON or turn OFF cloud synchronisation of business data. If cloud synchronisation is turned OFF, no business data leaves the trustee’s boundaries. For this deployment scenario, the application servers and SQL database will run in your own (or partner hosted) data centre.

  • Disconnected data center
  • Local data residency
  • Capitalise HW investments
  • Single instance only
Cloud + Edge deployment

Gives you complete control when your mission-critical business processes need uninterrupted execution. Cloud + edge combines a central cloud node with local application services and business data that is stored locally. The cloud connection ensures a single view of the business across the local instances and offers embedded Power BI, intelligent analytics and machine learning in business processes. The cloud instance also provides the local installation with data failover in Azure, automated deployment and continuous updates.

  • Cloud - Microsoft managed
  • Edge - Customer managed
  • Multiple local workplaces
  • Local data residency in addition to cloud
Cloud deployment

Take full advantage of the power of Microsoft Azure cloud with embedded Power BI, intelligent analytics and machine learning in business processes. Azure cloud is the industry leader in compliance, security and privacy. Your organisation retains complete ownership and control of your data at all times.

  • Fully managed by Microsoft cloud service
  • Systems of intelligence
  • Planned multi instance federation
  • Elastic scale out


Preferred vendor

A survey asked 6,700 enterprise decision-makers worldwide about their ERP purchasing intentions. More than half chose Microsoft Dynamics as their preferred next investment.

Source: ICT Enterprise Insights 2013, Ovum Research.

Companies earning $50m to $1bn.

Companies earning $50m to $1bn.

Companies earning $1bn or more.

Companies earning $1bn or more.


Lower costs

Research by Panorama Consulting identified Microsoft Dynamics as the Tier 1 ERP solution with the lowest total cost of ownership.

Source: Clash of the Titans 2016, Panorama Consulting Solutions.
(in $)
Planned vs actual


Market share

In the manufacturing industry Microsoft Dynamics has greater market share than other Tier 1 ERP vendors.

Source: The 2015 Manufacturing ERP Report, Panorama Consulting Solutions.
top ERP vendors by market share


Speak to a Dynamics 365 for Project Service Automation expert

If you're considering Microsoft Dynamics 365 for Project Service Automation, or just want more information, we're happy to answer all your questions.

Call us: +44 20 7183 1001Mail us: info@anegis.com
Dynamics 365 for Project Service Automation