Project Service Automation (PSA)

Manage Projects with Confidence

Earn customer trust. Ensure project deliverables reflect the terms of the contract, approved work, and expenses.

Plan for success. Visualize accurate cost, effort, and revenue, and achieve predictable project delivery using robust project planning capabilities including native Microsoft Project integration.
Manage with precision. Provide project managers with intuitive dashboards to review, monitor, and approve all costs and time impacting their projects.

Optimize Your Resources

Streamline scheduling. Enable intelligent and relevant skills-based assignments with real-time visibility to resources using a unified scheduling engine.
Increase billable hours. Accurately measure utilization and make intelligent decisions to get the most out of billable resources by using real-time dashboards.
Empower service professionals. Allow consultants and sub-contractors to update their skills profile and apply directly for relevant projects.

Accurately Forecast Profitability

Gain visibility on project-based opportunities. Prioritize deals based on a unified sales management dashboard that brings together product and project-based opportunities.
Collaborate with customers. Engage directly with customers on quotes, project scope, and resource requirements through a secure portal.
Simplify the contract process. Ensure seamless sales collaboration by creating project contracts, tracking labor rates, and generating statements of work directly within Dynamics 365 for Sales.

Increase Productivity

Elevate collaboration. Foster collaboration across project teams using audio, video, and document management with integration to Office 365 applications.
Manage with agility. Respond quickly to scope changes and project risks by managing critical key performance indicators to ensure profitable service delivery.
Simplify time and expense management. Submit, approve, process, and reconcile time and expenses anytime, anywhere, for timely customer billing.

D365 Customer Service

Engage with Customers on Any Channel or Device

Deliver effortless experiences on your customers’ terms, through any channel and on any device.

Deliver Fast, Personalized Service

Make it easy for agents to meet rising customer expectations. Intelligent processes guide agents to the right action every time.

Learn From Every Interaction

Continuously improve while reducing the cost to serve using data and intelligence to transform how you provide service.

Innovate with a Modern and Adaptable Platform

Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

Field Service

Optimize your Resources

Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.

Make Technicians More Effective

Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.

Deliver Better Outcomes with IoT

Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.

Engage your Customers

Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.

Innovate with a Modern and Adaptable Platform

Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

D365 Sales

Sell smarter with embedded intelligence

Get recommendations and guidance at every stage of the deal so you stay focused on moving deals forward.

Foster relationships with authentic and personal engagement

Find and connect with the right buyers and grow sales relationships by combining LinkedIn Sales Navigator and Dynamics 365 for Sales.

Boost productivity and increase revenue

Seamlessly connect business data with Office 365 and LinkedIn data to guide sellers throughout your sales processes—even while on the go.

Accelerate sales performance

Get visibility into sales performance with analytics dashboards based on historical and predictive data. Onboard and motivate sellers through sales contests that promote teamwork and accountability.

Innovate with a modern and adaptable platform

Drive innovation with a sales application that's easy to tailor, extend, and connect to other apps and services you already use.

End-to-End Purpose-Built Business Applications. Integrated Seamlessly Or One Module at a time. You Decide.

COmmon Data Model (think platform to join all of this)


PowerApps is a service that lets you build business apps that run in a browser or on a phone or tablet, and no coding experience is required. PowerApps combines visual drag-and-drop concepts from PowerPoint with Excel-like expressions for logic and working with data.


Microsoft Flow is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

Common Data Services (CDS)

The Common Data Service is a secure business data platform built into PowerApps and Microsoft Flow. It comes with hundreds of standard business entities already defined, which means that now all your apps can share the same definition of “customer,” “product,” “lead,” and more. Through the Common Data Model (CDM), Microsoft is able to sync its many applications and solutions to provide automatic and seamless integrations.

D365 Business Central (think Nav and small to medium business)

Manage Your Financials

Make informed decisions. Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.

Accelerate financial close and reporting. Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.

Improve forecast accuracy. Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.

Automate Your Supply Chain

Optimize inventory levels. Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.

Avoid lost sales and reduce shortages. Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.

Maximize profitability. Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

implementing Dynamics 365 Doesn't have to be a battle


D365 Finance And Operations (think former AX and Enterprise)

Financial Management

Create more efficient processes, deliver robust reporting and analytics, and ensure regulatory compliance across 34 countries, in 60 different languages.

- Decrease time to value and facilitate faster, more confident decisions using roll-based workspaces with embedded analytics

- Adapt to changing business requirements by tailoring chart of accounts, dimensions, and rules

- Provide checks and balances using process automation, encumbrance, budget planning, budget control, and three-way matching

- Efficiently track values and reduce reporting errors by automatically managing capitalized assets

- Meet public sector requirements for encumbrance and budgeting


Work smarter with connected operations. Bring agility and efficiency to your manufacturing by using an integrated solution that optimizes production planning, project management, operations and activity scheduling, and cost management.

- Create your ideal manufacturing mix and support your manufacturing processes throughout the supply chain

- Optimize manufacturing principles for each product family, including make to stock, make to order, pull to order, configure to order, and engineer to order

- Accelerate your manufacturing material and finished goods flow with advanced warehouse management, handheld scanner support, and transport management

- Optimize scheduling across the organization with a unified resource model and scheduling engine

- Improve product quality and output by identifying and resolving issues through real-time insights