Microsoft Dynamics 365
Project Service Automation

With growth and profitability on the line – you can’t afford a failed project.
Trust Merit Solutions to help you achieve the outcomes you need with Microsoft Dynamics 365 Project Service Automation
Microsoft Dynamics 365 Project Service Automation

Profit From Your Projects

Now more than ever, building trusted relationships and maintaining a solid reputation depends on outstanding and increasingly distinctive experiences – not just for a single project or at executive levels, but consistently across every client interaction.

As Service organizations are people-first businesses, it is critical to empower the customers and employees to engage through their medium of choice with the end-to-end project engagement process. Firms need to embrace new levels of transparency and build a workplace where it’s easy for professionals to find and share information about clients, access all available expertise and apply preferred practices widely.

Microsoft Dynamics 365 for Project Service Automation (PSA) enables companies to deliver projects more productively — and profitably – with higher client satisfaction.

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Create Profitable Relationships

Earn your customers’ long-term trust—and ongoing business—by reliably setting and meeting their expectations using intelligent tools.

Enable Productive Employees

Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.

Innovate to Grow

Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive, and grow profitably.

Microsoft Dynamics 365 Project Service Automation

Opportunity Management

Solution Selling

Forecast profitability and prioritize deals based on a unified sales management dashboard for both product and project-based opportunities.


Engage and collaborate real-time with customers on the quotes, project scope and resource requirements through customer portals.

Streamlined Contracts

Create project contracts, track labor rates and generate SOWs using an enhanced and integrated sales force automation experience.

Microsoft Dynamics 365 Project Service Automation

Project Planning

Collaborative Execution

Make it easy for sales managers to collaborate with PMs to estimate and define the work using standard project templates.

Predictable Results

Visualize cost, effort, and sales value of the work during proposal management for credible ‘estimate to completion’ planning, and financial integrity.

Enhanced & Robust

Use the robust project scheduling and management capabilities of Microsoft Project to complement the sales planning in Project Service Automation.

Microsoft Dynamics 365 Project Service Automation

Resource Management


Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.

Utilization Focused

Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.


Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

Microsoft Dynamics 365 Project Service Automation

Team Collaboration


Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers and partners to update deliverables and monitor status.


Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.

Greater Agility

Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.

Microsoft Dynamics 365 Project Service Automation

Time and Expenses

Intuitive & Familiar

Simplify management and tracking of estimated and billed project time by integrating the tasks and deliverables on the calendars.


Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions.


Streamline the submission, approval, processing and reconciliation through web, mobile apps and Office365 for timely billing.

Microsoft Dynamics 365 Project Service Automation

Customer Billing

Timely & Effective

Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects.


Ensure the project invoices reflect the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.


Automate generation, approval and distribution of reconciled invoices in email and on the web with back-office financials integration.

Microsoft Dynamics 365 Project Service Automation

Service Analytics

Unified Platform

Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration, and analytics.

360 Project View

Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.

Trends & Forecasting

Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.

Will You Disrupt – Or Be Disrupted?

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