Best Professional Services Automation Software for Microsoft Dynamics 365

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

Transform your professional services business with KEBS, the comprehensive operating system for modern revenue management. Designed for IT consultancies, GCCs, and product engineering teams, KEBS replaces fragmented tools by integrating CRM, project management, resource planning, and financial reporting into one seamless workflow. What sets KEBS apart is its active intelligence layer. Instead of just recording data, our autonomous AI agents work in the background to predict billing gaps, match the right talent to open roles, and instantly flag projects that are drifting off-budget. By automating the entire lifecycle from the initial sales quote to final cash collection, leaders gain real-time visibility and control. Eliminate manual spreadsheets, stop revenue leakage, and drive higher profitability with a platform built to scale with your growth.

Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.

PickYourSkills is an innovative software solution designed for project and resource management that assists companies focused on projects in automating the management of staffing requests while scheduling personnel and other resources online. By digitizing skills management and incorporating 360-degree feedback, the platform enables organizations to make informed staffing choices. With features like on-demand dashboards and automated email notifications, all team members stay informed and engaged. By utilizing this tool, businesses can enhance their productivity, conserve valuable time, and boost employee satisfaction with their assignments, ultimately contributing to a more successful work environment. Moreover, the intuitive interface ensures that users can easily navigate the system, further streamlining the process of resource allocation.

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. With far-reaching connectivity, Dayshape fits into existing ecosystems and stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organizations and careers for the long term.

Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.

Built on the Microsoft Power Platform and Azure Web Services, the empower suite offers cutting-edge, cloud-based business productivity tools and solutions. This package contains workflow and automation tools, productivity apps/assistants, and data-driven, subscription-based business intelligence and analytics products. The suite offers role-based data that can assist you in assessing and forecasting the cashflow condition of the company, delivering insightful financial analysis, improving HR procedures, streamlining the onboarding of new clients, and offering client analytics. With the help of a number of connectable adapters, these apps may be combined with Evergreen or any other current finance, billing, and CRM software you may be using, saving you the time and effort of switching between several platforms. Empower can provide "one version of the truth" across all of your tools and apps in addition to evergreen by sa.global and assist with optimization.