Microsoft Dynamics 365 for Project Service Automation

Enables project-based organizations to deliver every customer engagement on-time and within-budget through an end-to-end solution for sales, planning, resourcing, delivery, and billing.

Microsoft Dynamics 365 for Project Service Automation

Project Based Organizations have long understood the importance of closely managing their projects to improve customer satisfaction and their project profitability.  For those in the Professional Service industry this is even more important due to the complexity of their resource management, estimating accurately, and timely billing.  They simply must manage their resources, equipment, and time and expenses.  Microsoft Dynamics 365 for PSA, enables billable project-based organizations to manage all aspects of customer facing activities, from sales through project staffing, project delivery and invoicing.

The Professional Service Automation (PSA) comes with Power BI and Cortana Intelligence built-in and is totally integrated with Office 365.  The SAAS solution enables project and service driven organizations to identify potential opportunities, submit bids, reach contractual agreements, manage resources, deliver projects on-budget and on-time, record time and expenses, and invoice the customer according to billing arrangements.   With the ability to add-on to the strength of Microsoft Project integration.

Microsoft Dynamics 365 Application Suite

Microsoft Dynamics 365 for Finance & Operations

Accelerate growth by optimizing operations and making real-time, data-driven decisions at global scale. Read More Here

Microsoft Dynamics 365 for Sales

Turn relationships into revenue by bringing digital intelligence into every deal. Read More Here

Microsoft Dynamics 365 for PSA

Profit from your projects by bringing people, processes, and automation technology together. Read More Here

Microsoft Dynamics 365 for Field Service

Master the service call with smarter capabilities – from optimized scheduling to predictive maintenance. Read More Here

Microsoft Dynamics 365 for Customer Service

Earn customers for life with a personalized experience and world-class service across every channel. Read More Here

Microsoft Dynamics 365 for Talent

Attract, onboard, and set employees up for success with a collection of intelligent HR cloud services. Read More Here

Microsoft Dynamics 365 for Marketing

Unify your sales and marketing to connect customer experiences at every interaction with Adobe Marketing Cloud.

Project Manager & Supply Chain Manager, Industrial Electrical Company

“I cannot thank you all enough for all your hard work and dedication to our project. We are extremely excited about our future together with Microsoft Dynamics 365(AX) and SIS. I am happy to say there is not one person in our organization that does not know for a fact that we chose the right partner in SIS.”

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Microsoft Dynamics 365 for PSA Videos

Microsoft Dynamics 365 PSA Consists of 8 Core Modules:

Tight Integration between sales and project delivery supports customer satisfaction, which promotes company growth and profitability.

Opportunity Management

  • Provides visibility into potential opportunities, their cost, and projected profitability.
  • Enables management to understand the organizations pipeline in order to be prepared and react to new business.

Project Planning

  • Enables sales and project managers to collaborate
  • Dashboard of the cost, duration, and value offered to the prospect or client.
  • Natively integrated to Microsoft Project, with its scheduling and management power, to improve your project planning from estimation to completion.

Resource Management 

  • Provides complete visibility to resources so the best potential fit (skills, cost, availability, etc.) in all cases can be assigned to the project.
  • Optimize your resources across project service, customer service, and field service.
  • Accurately forecast resource needs, and improve project execution and timely delivery.


  • Access project or customer data as well as collaborate with your team directly via mobile PSA.
  • Provides your project information with the right device for the right role.

Team Collaboration  

  • A collaborative secure workspace for Partners, project members, and customers to share information and project deliverables during execution of project.
  • Enhance project  operational visibility and improve process efficiency.
  • Enable team members to collaborate on projects and maintain current and accurate project status at all times.
  • Proactively identify and resolve potential risks to the success of every engagement.

Time and expense management

  • Easily enter time and expenses for a project from any device, (web, mobile apps and Office365) so they are properly billed or costed.
  • Enables individual team members and consultants to accurately track their project time and expenses related to specific tasks and deliverables to maintain cost control within the project based work.

Customer Billing

  • Allows project managers the ability to track, update and approve all project related costs followed by invoice generation sent or emailed to the customer.
  • Costing and billing of resources time based on the role that the resource is associated to.

Service Analytics

  • Real-time analytics to go from being reactive to proactive.
  • Interactive Business Intelligence (BI) to help ensure projects are feasible and profitable.
  • Understand critical KPI’s necessary to successfully run a project-based business.

Microsoft Dynamics 365 Pricing

Why Partner With SIS?

SIS (Strategic Industry Solutions) helps project and service focused companies manage every stage of the delivery and service life-cycle with complete Project Management, Project Accounting, Job Costing, Business Intelligence, and CRM Software built on Microsoft Dynamics.  We help our clients manage cost and risk and deliver their unique value to their customers with proven software and 20 years of Industry Experience.

The SIS solution based on the ground breaking Microsoft Dynamics 365 is the most complete and integrated solution in the A/E/C – Professional Service marketplace today, focusing on mobilityease of use, and integration. The unified business application environment.

Our Focus Is “Your Industry” Not Just Technology!

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