Dynamics 365 Project Service Automation
Streamline your professional services operations with end-to-end project management, intelligent resource scheduling, automated time and expense tracking, and seamless billing integration.
End-to-End Professional Services Automation
Dynamics 365 Project Service Automation provides a complete solution for managing the entire lifecycle of project-based work, from opportunity to invoice.
Project Planning & Delivery
Comprehensive project planning tools that enable you to define scope, create work breakdown structures, set milestones, and manage deliverables throughout the project lifecycle.
- Work breakdown structure (WBS) creation
- Project templates and reusable components
- Milestone and deliverable tracking
- Gantt chart visualization
- Project copy and rollover
- Dependency management
Resource Management
Optimize resource utilization with intelligent scheduling, skill-based matching, and capacity planning to ensure the right people are assigned to the right projects.
- Skills-based resource matching
- Capacity planning and forecasting
- Resource request and fulfillment
- Availability calendar views
- Utilization tracking and reporting
- Multi-project resource allocation
Time & Expense Management
Streamline time and expense capture with mobile-friendly interfaces, approval workflows, and seamless integration with project billing and accounting systems.
- Mobile time and expense entry
- Configurable approval workflows
- Receipt capture and attachment
- Billable and non-billable tracking
- Offline capability for field teams
- Integration with payroll systems
Billing & Revenue Recognition
Automate complex billing scenarios including time and materials, fixed price, milestone-based, and retainer billing with full revenue recognition compliance.
- Time and materials billing
- Fixed price and milestone billing
- Retainer and subscription billing
- ASC 606 revenue recognition
- Multi-currency support
- Invoice generation and delivery
Project Analytics
Gain real-time visibility into project health, profitability, and resource utilization with embedded Power BI dashboards and customizable reports.
- Project profitability analysis
- Resource utilization dashboards
- Burn rate and forecasting
- Budget vs. actual tracking
- Pipeline and sales analytics
- Executive summary reports
Enterprise-Grade PSA Capabilities
Dynamics 365 PSA delivers powerful features for every aspect of professional services management.
The ROI of Dynamics 365 PSA
Our PSA implementations deliver measurable improvements in utilization, billing efficiency, and project profitability.
Average improvement in billable resource utilization
Reduction in time from project completion to invoice
Improvement in project gross margin visibility
Successful professional services implementations
PSA Solutions by Industry
We understand the unique project management, billing, and compliance requirements of your industry.
IT & Technology Services
Manage software development projects, IT consulting engagements, and technology implementations with agile methodology support and sprint tracking.
Engineering & Construction
End-to-end project management for engineering firms, AEC companies, and construction projects with multi-phase tracking and subcontractor management.
Accounting & Finance
Professional services automation for accounting firms, audit practices, and financial advisory services with compliance tracking and engagement letters.
Healthcare Consulting
HIPAA-compliant project management for healthcare consultants, medical device implementations, and clinical research organizations.
Connect Your Entire Ecosystem
Dynamics 365 PSA integrates seamlessly with the Microsoft ecosystem and your existing business applications.
Power Platform
Extend PSA with Power Apps custom solutions, Power Automate workflows, and Power BI analytics for tailored business processes.
Microsoft 365
Seamless integration with Teams for collaboration, Outlook for scheduling, and SharePoint for document management.
Dynamics 365 Finance
Connect to Dynamics 365 Finance for general ledger integration, accounts receivable, and complete financial management.
How We Deliver Success
Our proven methodology ensures successful Dynamics 365 PSA implementations that deliver lasting business value.
Discovery
Analyze your current project management processes, billing models, resource management practices, and integration requirements.
Solution Design
Architect the optimal PSA configuration including project templates, billing rules, approval workflows, and reporting requirements.
Configuration
Configure Dynamics 365 PSA with your organizational units, pricing models, expense categories, and approval hierarchies.
Data Migration
Migrate existing projects, resources, contracts, and historical data with full validation and reconciliation.
Training & Go-Live
Role-based training for project managers, resource managers, and finance teams followed by supported go-live.
The PSA Partner You Can Trust
With 28+ years of Microsoft ecosystem expertise and proven success in professional services automation, EPC Group is the partner of choice for enterprise Dynamics 365 PSA implementations.
Microsoft Gold Partner
Certified Dynamics 365 expertise with deep experience in professional services automation.
Compliance Expertise
HIPAA, SOC 2, and industry-specific compliance built into every PSA implementation.
Enterprise Scale
Proven success with 500+ user deployments for professional services organizations.
Rapid Implementation
Accelerated deployment methodology with pre-built templates for common PSA scenarios.
Ready to Transform Your Operations?
Schedule a free consultation with one of our PSA experts to discuss your organization's professional services automation goals.
- Free 30-minute consultation
- PSA readiness assessment
- Customized implementation roadmap
- ROI projection for your organization
Start Your PSA Journey Today
Join professional services organizations who have transformed their operations with EPC Group's Dynamics 365 PSA consulting services.