Project planning
Plan tasks, budgets and milestones.
Microsoft Dynamics 365
Professional services automation
Run projects, resourcing, time and billing in one place with Dynamics 365 Project Operations or Business Central.
What professional services automation does
Professional services automation (PSA) software runs the business of delivering projects: winning work, planning resources, recording time and expenses, and billing clients.
Firms that juggle spreadsheets and separate timesheet tools struggle to see utilisation and project margins until it's too late. PSA brings it together.
Dynamics 365 Project Operations connects sales, resourcing, delivery and billing. Smaller firms often start with Business Central's jobs features.
Features to look for
What helps firms deliver profitably.
Resource management
Match people to work by skill and availability.
Time and expenses
Capture time and costs against projects.
Project billing
Bill fixed-price, time-and-materials or milestones.
Utilisation and margin
See profitability by project and client.
Connected to sales
Turn won deals straight into projects.
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us how you run projects and billing today and we'll show you how Dynamics 365 would help.
FAQ
Frequently asked questions
PSA software manages project-based work, including planning, resourcing, time and expense capture, and client billing.
Yes. It connects sales, resource management, project delivery and billing in one application.
Yes. Business Central includes jobs, time sheets and project billing that suit many smaller firms.
Consultancies, agencies, IT services, engineering and other firms that sell time and expertise.