Microsoft Dynamics 365 PSA
With Dynamics 365 Project Operations, your organization will have all the necessary tools to quote, forecast, schedule, and deliver your organization’s services.
Recently upgraded, D365 Project Operations is an end-to-end project management app that empowers service-based businesses to accelerate project delivery and maximize profitability.
D365 Project Operations is an amalgamation of the project management and accounting modules inside Dynamics 365 Finance and Microsoft’s previous Project Service Automation (PSA) solution.
Most commonly used by organizations providing professional services, such as engineering and consultative services, D365 Project Operations is a one-stop shop for all your project management and data visibility needs. Adaptable and intuitive, MS Business Central will scale to meet your business requirements for small-to-medium-sized growing businesses.
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Drive profitability and foster a dynamic project-centric service business.
Why choose Big Bang as your Dynamics 365 Project Operations consultants?
Big Bang’s team of trusted business advisors can help you get the most out of MS Dynamics from BSA (Business System Analysis) to implementation, migration, development, and even training. Implement faster with experts who know how to properly configure and optimize MS Dynamics for your industry. Big Bang consultants can advise you when to customize and when to leverage connectors to best integrate MS Dynamics with other platforms. The number one goal is to help you business evolve and grow, taking in consideration your organization’s best interest in every decision made and advice provided.
Big Bang will help you build a customized end-to-end solution in order to scale and optimize your business
Big Bang experts will help you customize MS Business Central’s built-in intelligence capabilities to optimize your business processes. Big Bang consultants have the knowledge to recognize what industry-specific extensions will best fit your needs.
Benefit from state-of-the-art industry expertise
As an experienced consulting company backed by the best talent in the industry, our consultants are trained to understand your challenges and customize the software in order to provide you with the best service out there. Even more, with years of experience under their belt, Big Bang industry specialists understand the challenges in your industry and can customize MS Business Central to fit your needs.
Find the right balance between customizations and upgrades
With every implementation, it’s important to know how much to customize and what built-in features should be maintained out-of-the-box. Critical value can be drawn from pre-built tools and platforms. With the team at Big Bang, you will get the best advice on when customization is too much, or when it is the elegant solution required to support your organization’s business processes.
No surprises
At Big Bang, we pride ourselves on our transparent approach and thorough research. Ultimately, this means complete transparency from the get-go, and no surprises along the way. By following Big Bang’s proprietary 7-step methodology called The Big Bang Experience®, we ensure your project runs as promised.
Key project management features with MS Dynamics
Enhanced project management capabilities
The software has a flexible, drag and drop project scheduling tool to help simplify your planning needs. It includes dashboards, task management, scheduling, interactive Gantt charts, Kanban boards and work-breakdown structures.
Time and expense management
Manage expense reporting on the go for fasting billing cycles and reimbursements.
Project Accounting
Maximize profitability and manage project accounting more accurately with accounting functionalities that adhere to GAAP or IFRS standards.
Exceptional opportunity management
Win more deals with better contract management tools, as well as more accurate project quotes, forecasting, estimation, and scope. Benefit from the Microsoft Sales integration for a pricing and costing engine.
Resource Management
Ensure you have the right people in the right place by visibility on resource skill sets as well as scheduling, governance and skill matching abilities.
Project Dashboards
Leverage intuitive project dashboards and data visualization tools to derive actionable insights and rapidly adapt to market demands.
The advantages of D365 Project Operations
Big Bang can help you use Dynamics 365 to get a complete, dynamic view of your operation at every step of the project lifecycle. It’s a platform that enables better collaboration across distributed teams and with clients, elevating operational and financial performance.
Drive project success by benefiting from key features embedded in D365 Project Operations such as Gantt charts, customizable dashboards, scheduling tools and built-in analytics tools
Deliver exceptional deal management experiences, and drive more business by leveraging customizable resource-based costing & pricing adaptable billing models to meet client requirements.
Make actionable, timely and informed decisions through access to real-time data into project progress and performance.
Streamline project financials and improve on financial reporting through access to real-time metrics and a user-friendly interface that can accelerate your invoicing process.
Benefits
Meet customer requirements and expectations with improved deal management experiences.
Whether on-site, at the office or anywhere else, simple time and expense tracking through user-friendly, on-the-go tracking functionalities.
Increase the effectiveness and reliability of your decision making through visibility of real-time metrics and data.
Improve overall visibility on project operations with customizable dashboards and Microsoft Power BI advantages.
Drive project success with Microsoft Dynamics 365 Project Operations increased visibility, agility, and flexibility advantages.
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Frequently Asked Questions
How can we help you?
What is Microsoft Dynamics 365 PSA (Project Service Automation)?
How does Dynamics PSA support project-based businesses?
What are the benefits of using Dynamics 365 PSA?
Is Dynamics 365 PSA still supported by Microsoft?
What is the difference between Dynamics 365 PSA and Dynamics 365 Project Operations?
Can Dynamics PSA integrate with Microsoft Project?
How is resource management handled in Dynamics 365 PSA?
What is meant by PSA 365 or Dynamics 365 PSA?
What type of businesses can benefit from Microsoft Dynamics PSA?
What tools for project planning are available in Dynamics 365 PSA?
Microsoft Dynamics 365 PSA is a project management and professional services automation tool that helps organizations manage project planning, resource allocation, time tracking, expense management, and project billing.
Dynamics PSA enables businesses to streamline project delivery by aligning sales, project planning, and financials. It helps ensure that resources are used effectively, projects stay on schedule, and revenue recognition is accurate.
Key benefits include improved visibility into project performance, real-time tracking of project costs, better resource utilization, and automated billing processes that enhance efficiency for service-driven organizations.
Microsoft will retire Dynamics 365 PSA in favor of Dynamics 365 Project Operations, which provides more advanced project management and financial integration features. Current PSA users are encouraged to migrate.
While PSA focuses on project management and service automation, Project Operations combines PSA capabilities with advanced financials, forecasting, project accounting, and collaboration features.
Yes. Microsoft Dynamics 365 PSA integrates with Microsoft Project, allowing project managers to use familiar planning tools while keeping project data synced within Dynamics PSA.
The solution includes tools for scheduling, skill-based resource allocation, and capacity management, ensuring the right resources are assigned to the right projects at the right time.
Both terms refer to the same solution: Microsoft Dynamics 365 Project Service Automation. It is part of the Dynamics 365 suite and designed to manage project-centric business operations.
Professional services firms, IT consultancies, engineering companies, and other project-based businesses can benefit from PSA by automating project delivery and financial management.
Dynamics 365 PSA provides project scheduling boards, Gantt charts, time entry tracking, expense management, and integration with Microsoft Project and Office 365 tools for end-to-end planning.
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