Dynamics 365 Project Service Automation - Ambit Group

Dynamics 365 Project Service Automation

Deliver profitable projects on time and within budget while increasing employee productivity.

Strengthen customer relationships

Establish business relationships based on trust with a structured customer engagement model.

Give staff all-round support 

Create an environment nurturing transparency and productive teamwork for staff and advisors.

Promote growth

Exploit revealing insights on sectoral trends, customer needs, technical innovation and competitors.

Dynamics 365 Project Service Automation

Project Service Automation is an end-to-end solution that provides project-based organizations with a single customer retention system for sales, resource allocation, delivery and billing.  

The following is an overview of how PSA is integrated in the overall context of the Microsoft application landscape:


Sales opportunity management

The integrated sales dashboard provides insight into project-based business opportunities and key metrics to estimate project feasibility and profitability. Integrated processes enable team managers to draft new project contracts quickly, track costs and generate SOWs. Use project portals to collaborate with customers in real time.


increase in services revenue by decreasing the sales cycle by 30%

(Microsoft Survey Report 2016)

Project planning

Make cooperation between sales and project managers easier – with standard templates for more reliable cost estimates and definitions. Display costs and sales for each project when preparing the offer. Use the powerful planning and project management functions in Microsoft Project to complement the joint sales planning process.


Project overruns attributed to incorrect estimation process.

Resource management

Optimise resource allocation with a consolidated planning engine for all services, ensuring correct resource booking for upcoming tasks. Simplify collaboration between project management, resource planning and sub-contractors, to coordinate demand forecasts, talent management and resource allocation. Staff can apply for vacant project roles and edit personal data directly on their mobile device.


revenue as a factor of salary billable resource should bring in for practice profitability.

Team work

Make high-performance, easy to use Office 365 productivity tools optimised for mobile use available to project teams, customers and partners, for cooperative and communicative purposes. Anyone can access relevant documents and status records in the Office groups, and real time updates help project managers to conduct effective risk management.


improvement in on-time project delivery with an Enterprise collaboration strategy in place.

Recording hourly activities and travel expenses

Make it easier to streamline administration and tracking of estimated and invoiced project times by integrating tasks and results into the calendar. Equip your staff with the right tools, apps and end devices to record hourly activities and expenses, and to edit project status or their skill profiles.


average cost per year for failing to accurately track time

Project invoicing

Provide project managers with a centralised dashboard to check, track and approve all their project costs and hourly activities. Make sure that project invoices comply with contractual conditions and services performed, and that customers are informed in the greatest detail about actual and target costs. Automate invoice generation and integrate invoicing directly into your accounting.


decrease in revenue for 5 day increase in Days Sales Outstanding.

Service analytics

Leverage Dynamics 365 business apps and PowerBI platform for a strong basis for reporting, integration, and analytics. The 360° project view helps you to understand project performance, team and resource feedback and voice of the customer. Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.


increase in earnings for organizations using CRM integrated with ERP and PSA.

Are you interested in this topic? I would be pleased to answer any queries you have.

Christian Schipp, Chief Business Development Officer

+41 79 954 17 09