What is Dynamics 365 Project Service Automation?


Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 3.x, 2.x, and 1.x

The Project Service Automation (PSA) application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. The app enables you to:

  • Plan projects, and create estimates and work schedules
  • Estimate and track project cost and revenue
  • Forecast resource requirements for projects in the pipeline
  • Track project progress and cost consumption
  • Manage quoting, pricing, and billing for projects
  • Assign and manage resources
  • Use reports and interactive dashboards to monitor key performance indicators for successful projects
  • ...and more

In addition, to help you monitor and control costs for your project-based work, individual consultants easily enter and track project time and expenses either on mobile or using a web browser.

Get help with PSA version 3.x

Looking for resources to help plan your implementation? Check out these downloadable guides.

Project planning and tracking guide

Basic quoting, pricing, and billing guide

Advanced quoting, pricing, and billing guide

Resource management guide

Reporting guide

Notes for developers

Guidance for earlier versions (app version 2.x or 1.x)

Administrator guide

Resource manager guide

Project manager guide

Account manager guide

Time, expense, and collaboration

White papers (app version 2.x or 1.x)

Notes for developers (app version 2.x)