Project Service

Microsoft Dynamics 365 for Project Service Automation

Deliver projects on-time and on-budget when you bring your people, your processes and your technology together with Microsoft Dynamics 365 for Project Service Automation. With these tools, you can deliver outstanding project experiences and build trusting customer relationships.

Think Project Service Could Help Your Business?

Dynamics 365 for Project Service Automation provides you with a single solution for complete customer engagement for:

Project Sales:

Capture project based opportunities

Assess project profitability

Create contracts

Track labor rates

Estimate and define the costs, effort, and sales value of the work

Generate Statements of Work


Communicate and share details with Office Groups

Track documents, productivity and deliverables with Office 365

Web and mobile options for easier Time & Expense accessibility

Calendar based tracking of estimated vs. billed time for enhanced team management

Customer billing tool provides ability to approve costs and track, review, and override overruns all in one location


Real-time consultant availability tracking

Recommended project roles based on skills


Easy and Accurate Invoicing

Tracking of financial events that affect profitability, revenue, accruals, and expenses

Basis for reporting and analytics via dashboards

“We’re capable of analyzing aspects of our business that were out of reach before.  The project reporting has improved and elevated our revenue recognition…With the support of Socius, this solution provides us with unlimited abilities to measure, report, and act on accurate and timely data. It’s unlike anything we’ve experienced before.”

 — John Keller, LPK