Project Service Automation

Build trusted customer relationships by delivering outstanding project experiences.

Sopris is among the first partners worldwide to work with the Microsoft Dynamics platform.

Specialty Contractors benefit from rich features in Microsoft Dynamics 365 from Sopris
Sopris specializes in helping services companies manage projects more efficiently and profitably using the Microsoft Dynamics PSA (Project Service Automation) cloud platform.

About Microsoft Dynamics 365 PSA

Microsoft Dynamics 365 PSA is the next generation of cloud based systems. Dynamics 365 PSA provides an overview of business processes from Sales, Project Management, Customer Service and Fields Service. Dynamics is integrated with Office 365, Power BI and Microsoft’s additional cloud solutions. Project Service Automation extends Dynamics 365 (online) to provide an end-to-end solution that helps sales and delivery teams engage with customers and deliver billable projects on time and within budget.

  • Manage projects with confidence
  • Optimize your resources
  • Forecast project profitability
  • Increase productivity
  • Innovate with a modern and adaptable platform

Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.

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.

Forecast project 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.

Innovate with a modern and adaptable platform

Adapt quickly
Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.

Unify your service environment
Automate processes across Dynamics 365 applications and third-party systems for better service engagement experiences.

Invest with confidence
Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust our state-of-the-art datacenters to safeguard your data.

Drive innovation
Transform your customer interactions with deep insights provided by artificial intelligence that guide your teams to the right business outcomes.

Find Out Your Digital Readiness

Executing digital transformation programs requires the right mix of business & technology – Contact us today and we’ll help you find out your digital readiness.

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