Dynamics 365 Project Service Automation

Optimize your operations and save money with laser-focused project planning, resource allocation, and evaluation with Microsoft Dynamics Project Service Automation.

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Microsoft Dynamics 365 Project Operations

Improve productivity, project management, and collaboration with the superior capabilities of Dynamics 365 Project Service Automation. The platform connects your project-centric businesses with one unified solution to provide insights and drive success.

Dynamics 365 Project Service Automation lets you configure costing, compliance, and governance, thereby optimizing project economics and maximizing profitability. It also helps you connect project management, project sales, resource management, and finance teams in one secure and flexible solution to deliver successful projects and win more deals.

The resource management capability of the platform is highly customizable, ensuring that the right team works on the right project at the right time. The features also include task management, flexible scheduling, interactive views using Gantt Chart and Kanban, and work breakdown structures. In addition, the built-in dashboards provide information and real-time analytics to designated members to meet the client's expectations successfully.

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Resources Management

Dynamics 365 Project Service Automation includes a dedicated resource manager dashboard that gives you a visual overview and complete control over your resources, skillset, and workload distribution for effective resource planning and enhanced project performance.


Gain Valuable Insights

Dynamics 365 Project Operations offers various dashboards and reports types for the top management to track the progress statistics against each assigned resource. This feature also helps in making crucial decisions for the growth of any organization.






  • For the organizations that are either looking to move into Dynamics 365 for Project Service Automation from other CRMs or looking into implementing a CRM within their organization.
  • Deliverable
    - Understanding of current business requirement.
    - How can we optimize the performance of current business with Dynamics 365 for Project Service Automation?
    - Dynamics 365 for Project Service Automation implementation proposal.




  • Deliverable
    - Business Unit Setup+
    - Mail-box configuration+
    - Role and Permission Setup
    - Admin training
    - Introduction to Project / Project Template
    - Introduction to Schedule Board
    - Introduction to Resource, Resource Utilization and Resource Category
    - Introduction to Time Entries , Expenses and Approvals
    - Introduction to Dashboard and Report
  • +If client is not using any other module of Dynamics 365




  • Premium package includes benefits of Essential package
  • Deliverable
    - Understanding of current process
    - Introduction to Sales Process with Project Service Automation
    - Introduction to Transaction
    - Introduction to Billing
    - Introduction to Organization Units, Expense Categories, Invoice Frequency, Recurring Invoice Setting and Calendar Templates.
    - Reports by Wizard
    - Dashboards and Views




  • Advance package includes benefits of Essential and Premium packages
  • Deliverable
    - Project Service Automation Portal Configuration
    - Reports – 5 reports
    - Forms – 5 Forms
    - Custom Entities – 5 Entities
    - Workflows – 5 workflow
    - Business Rules - 5 Business Rules
    - Development with simple and medium complexity

Why Choose Cynoteck

Dynamics 365 for Project Service Automation offers its benefits to all the project-based organizations. The major hurdle for such organisations is to manage the expenses, keep the customers satisfied, tracing the status and timesheets and proper utilisation of resource.

Cynoteck is a Microsoft Gold partner, bring in-depth knowledge of Microsoft Project Service Automation (PSA) solution. Our team of professionals will help you in implementing dynamics 365 for Project Service Automation within your organization based on your business needs. We will additionally assist you in designing, configuring, and supporting this business-critical application, and integrate multiple applications and customize them to meet your unique requirements.

  • Find the actual problems

  • Proper steps for solutions

  • Beneficial strategies

  • Great support team

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