Get to Know Dynamics 365 for Project Services

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Microsoft Dynamics 365 boasts an assortment of features and benefits for Project Service Automation. Once the software is implemented, you will notice great improvement in productivity, which leads to enhancements in both customer satisfaction and overall profitability. There are three primary benefits gained when using Microsoft Dynamics 365 for Project Service Automation, which are the:

  • Ability to create profitable relationships
  • Ability to increase employee efficiency and productivity
  • Ability to take advantage of innovative solutions

When using the software, your business development team will gain access to a centralized location of its sales force automation services, making every customer-employee conversation both relevant and efficacious. More so, your employee teams can collaborate with one another via a platform that enhances client-centric approaches.

Microsoft Dynamics 365 for Project Service Automation helps you deliver projects according to their deadlines all the while taking into account budget restrictions. Outstanding project experiences are gained when using the software, which immensely assists in developing long-lasting, trusting customer relationships.

There are multiple features that the software provides in relation to project sales and delivery, including:

  • Tracking labor rates
  • Assessing project profitability
  • Estimating project costs
  • Creating contracts
  • Tracking documents and productivity levels
  • Communicating project details
  • Creating invoices and customer billing statements

One of the most notable benefits of using Microsoft Dynamics 365 for Project Service Automation is that you will be able to analyze parts of your operations that were beforehand out of reach. Revenue recognition will be greatly improved thanks to accurate project reporting, and with the support of Socius, you will gain the ability to create and utilize real-time data.

Project service automation is incredibly profitable when implemented using today's top technology, and this is exactly what Microsoft Dynamics 365 for Project Service Automation makes available to your business. 

By Socius, a Microsoft Dynamics 365 Partner in Ohio and Kansas (

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