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Get End-to-end Project Service Solution

With Dynamics 365 PSA & FSA

Promote Your Business Growth Through Proactive
Services of Microsoft Dynamics 365 PSA & FSA

Dynamics 365 for Project Service Automation (PSA) offers major factors like quote, forecast, schedule, and effective services that drive business growth. It helps you to deliver outstanding venture experiences that lead to a reliable customer relationship. This driven solution enables you to deliver profitable projects and boost employee productivity while sticking to time and budget.

Dynamics 365 for Field and Service (FSA) gives you an opportunity to charm customers with greater services and enhance the efficiency of your field service operations. It is enriched with the built-in intelligence that empowers you to resolve service issue prior to their occurrence, minimize the operational costs, and offer excellent onsite experiences. SA Technologies with its top-notch Dynamics 365 services bring lucidity, accountability, and efficiency in your organizational workflow.

Characteristics of Project Service Automation (PSA)

Deliver Profitable Projects

  • >> It ensures that sales forecasts and quotes are built with recently updated project costing information
    >> Microsoft Dynamics 365’s scheduling engine effectively optimize resource assignment
    >> Integration of Office 365 enhances time and expense entry

Shrink Work Effort

  • >> Build documents like Quotes, Statement of Work (SOW) and invoices automatically
    >> Integrate with office 365 and Microsoft project capabilities to receive improved collaboration and project management
    >> Rapidly start new projects and form quotes for new deals by using a project template

Configurable to a Business

  • >> It assists you to design logic, workflow, entities, and many other administration options
    >> Upgrade forecasting abilities, bill customers, and offer great customer service by integrating to Dynamics 365 modules
    >> Receive hiked productivity with integrated Office 365 features that involve MS teams, projects & modules


Characteristics of Field Service Automation (FSA)

Internet of Things (IoT)

  • Track customer devices for surpassed thresholds and act on it:
    >> Seek self-healing orders on connected inventory
    >> Generate work orders and send agents automatically to serve preventive or emergency appointments
    >> Benefit from advanced features like big-data machine learning and strong workflow

Mobile Access

  • Put your technicians in loop:
    >> Agents of Field Service can see the work calendar of an entire day, inform about their availability, and utilize GPS
    >> Witness and analyze case details, customer history, and resolution stage for a particular appointment
    >> Gather data in the fields along with work order updates, signatures, payments and photo proof of work completed

Inventory Management

  • Have well-stocked field service agents and minimize the cost related to write-offs and insufficient inventory:
    >> Calculate inventory while in truck, depot or warehouse
    >> Adjust and rearrange inventory based on the use of a field, return, transfer, and purchase
    >> Forecast the possible inventory needs and stay ready with just-in-time ordering

SA Technologies Positive Approach

For more than a decade and boosting employee productivity, SA Technologies has been delivering excellent Microsoft solutions and Dynamics 365 workloads via unparalleled service offerings, support, training, and add-ons. Being a renowned Microsoft Gold Partner, we strive to deliver solutions that empower an organization to boost productivity, simplify business operations and build strong customer relationships.

On Premise Delivery Approach

PSA Benefits

  • • Get an inevitable and customer-centric service delivery model to plan and execute successful projects
  • • Identify resource requirements and ensure the presence of appropriate resources on the right projects to keep up high utilization
  • • With built-in intelligence plot profitable results by prioritizing project-based sales opportunities
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FSA Capabilities

  • • Boost your service experience by proactively finding, troubleshooting, and solving issues so an agent is sent only when truly required
  • • Offer your customers self-service portals, recent updates, and tracking of a technician to offer smooth experience at every level
  • • Enhance and automate scheduling to dispatch a well-suited technician and get most out of the resources
Offshore Delivery Approach


"SAT’s domain expertise and strong service automation skills amazed us and helped us understand our data in a better way. They provided end-to-end automation strategies and seamlessly implemented effective solutions. SAT is going to be our forever partner."

Director - of a manufacturing giant


Demand your time with our Experts

Get in touch with Katelyn (Sr. Manager - Client Solutions) to get started.

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