Microsoft Dynamics 365 Project Service Automation

We help you increase the profitability of projects with Dynamics 365 for Project Service Automation. Optimize your operations and gain the visibility & agility you need to complete projects on time and within budget.

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Improve The Profitability Of your Projects With Dynamics 365 Project Service Automation

For businesses with sophisticated requirements, Dynamics 365 Project Service Automation is the ideal answer. And with Cynoteck you will have one of the most qualified Project Service Automation partners on your side. From quote to delivery, we handle every project with Dynamics 365 Project Service Automation. We understand the challenges that project-oriented businesses face when it comes to organizing estimates and scheduling resources. We have extensive expertise with D365 Project Service Automation and have helped companies in the professional services, staffing, manufacturing, and construction industries manage their business projects and operations more efficiently.

Our customer-centric service delivery model helps you to optimize your resources and accurately forecast project profitability. We help our customers by leveraging this custom-environment application's powerful project planning features to accurately forecast cost, effort, and revenue. With D365 Project Service Automation, your entire team would have access to the information and real-time analytics they need to complete projects on time and within budget every time.

Using a unified scheduling engine, we help you keep your utilization high and anticipate resource demand by ensuring that the right resources are working on the right projects. This allows businesses to strengthen client relationships by providing outstanding project experiences on time and within budget, all while increasing profitability and employee productivity. D365 Project Service Automation maintains everything in order, synchronized, and, most importantly, visible to each person accountable for the project.

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Best in Class Services

Cynoteck helps you build trusted customer relationships by delivering exceptional project experiences. We understand the changing demands of the market and understand how to effectively help your business grow. Our top-notch services help you achieve greater visibility, deeper collaboration, and agility across your entire organization.

  • Comprehensive knowledge of Microsoft Dynamics CRM.

  • One of 20 Most Promising CRM Solutions Providers.

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Key Benefits of Microsoft Dynamics 365 Project Services Automation

Dynamics 365 for Project Service Automation enables project-based businesses to run more productively, economically, and with improved customer satisfaction. We, at Cynoteck, help improve your end-to-end project delivery experience at each level.


Forecast & Plan Demand

With Dynamics 365 Project Service Automation, the Sales Manager may collaborate with the project managers to assess the cost, effort, and sales value of a project. This helps in creating a well-thought-out and well-structured plan using standard project templates. We further help you in implementing a system that addresses all critical areas of your projects, including planning, controlling, time and expense management, and invoicing.

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. This results in effective resource planning and enhanced project performance. We make use of the planning engine to easily find the best available resources and staff your projects. This lets your team take the initiative by allowing eligible employees to apply for a project in the app.


Automate Customer Billing

With the help of customer billing tools, project managers can now review overrides, track overruns, and approve expenses all in one place. It allows you to track resource consumption in real-time and have a second level of approval for the submitted timesheet before issuing final customer invoices. The project invoices can be created one at a time or in bulk, and they can be configured to be generated in automated runs. This guarantees that everything is in order so that customers receive accurate invoices.

Gain Valuable Insights

Dynamics 365 Project Operations offers configurable dashboards and report 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. It furthermore helps you identify actionable patterns across your organization, from finances to operations to compliance with KPIs (Key performance indicators).


Microsoft Dynamics 365 Project Services Automation Capabilities

Cynoteck helps you manage projects with precision and develop trusted customer relationships by delivering exceptional project experiences. Use real-time dashboards to monitor who is working on what and get the most out of your professional employees by accurately measuring and making informed decisions.

Dynamic 365 For Project Service Automation Implementation Packages



  • 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 For Your Dynamics 365 Project Operations?

Cynoteck is a Microsoft Gold partner with an in-depth knowledge of Microsoft Project Service Automation (PSA) solutions. Our team of professionals will help you in implementing dynamics 365 for Project Service Automation within your organization based on your business requirements. We will also assist you with designing, configuring, and supporting this business-critical application, as well as integrating multiple applications and customizing them to fit your specific needs.

Feel free to contact us for assistance with your next project; we can guide you through the entire process. Take the first step towards the digital transformation of your business today!

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  • Trusted by market leaders from various industry segments.

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Frequently Asked Questions

From the first sale until billing, the D365 Project Service Automation (PSA) program assists enterprises in efficiently tracking, managing, and delivering project-based services. You may use the app to plan tasks, as well as set estimates and work schedules. It also helps you evaluate and track the cost and income of a project.
Dynamics 365 Project Service Automation (PSA) gives you everything you need to quote, forecast, schedule, and deliver the services that keep your company running. Organizations that provide professional services, such as engineering and consulting, frequently employ it.
Dynamics 365 Project Service Automation provides you with the tools you need to complete projects on time and within budget while also improving employee productivity. Dynamics 365 Project Operations brings together sales, resourcing, project management, and finance teams in a single platform to help companies win more transactions, deliver projects faster, and increase profits.
Dynamics 365 Project Service Automation helps reduce project expenses by executing your projects more efficiently: quotes, statements of work (SOWs), and bills, all can be generated automatically. Integrated Office 365 and Microsoft Project capabilities can furthermore help you improve communication, project management, and time tracking.    
We can help you to hire software developers with any level of experience and technical skillset. You will get the best fit for your project whether you need a full-stack developer or a developer of any specific field.