Sunday, 13 October 2019 23:03

Microsoft’s roadmap for Dynamics 365 for Project Service Automation (PSA)

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Organisations that sell project-based services need automation of end-to-end business processes to empower Project Managers, Project Accountants, and Portfolio Managers to efficiently track, manage, and deliver these services, from the initial sale all the way to invoicing

When it comes to selling project-based services, organisations have realised the need to automate their end-to-end business processes to empower Project Managers, Portfolio Managers and Project Accountants to track, manage and deliver services efficiently - from point of sale to invoicing. One can achieve this only by seamlessly integrating best-of-breed work management solutions with business applications. 

What is Project Service Automation

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

Manage projects with confidence. You can plan and deliver successful projects using a predictable and customer-centric service delivery model. By anticipating resource demand and ensuring the right resources are on the right projects, keeping utilisation high. 

Unifying Functionalities of Dynamics 365 

Since its release in 2016 as a part of the Microsoft Dynamics 365 Customer Engagement suite, Microsoft PSA has witnessed significant growth. The diagram below shows the various business processes the current application supports in most project-based organisations.
By unifying the best functionalities of Microsoft Dynamics 365 for PSA and Microsoft Project, project-based service organisations can now have access to a comprehensive solution that enables and accelerates their business transformation journey. This combined offering will provide a powerful project management experience no matter which application you begin with from Microsoft’s portfolio of solution offerings, while strengthening the experience of Microsoft Dynamics 365 and Microsoft Project.


A Look at New Capabilities


The new Project service is being made available only in Premium and Professional subscriptions. A user with Project Online Professional subscription will have access to core project management capabilities which include roadmap, task scheduling and task grid/ board/ timeline capabilities. In future releases, Microsoft plans to add risk tracking, issue tracking, cost management and core resource management capabilities.


Bringing the best of Microsoft Project and PSA together will provide a differentiated and world class experience. Until Microsoft completes this shift, clients who require existing Microsoft PSA capabilities can continue to purchase Microsoft Dynamics 365 for PSA. Once the new Project service is made available, Microsoft will announce a way of embedding the features of the current Microsoft PSA with the new, integrated experience. A combination of Project online subscriptions and Microsoft Dynamics 365 subscriptions will replace the PSA subscription. Microsoft will provide discounted offerings for clients who wish to purchase both - new project services along with current PSA features as well as upgrade offers for existing Microsoft PSA clients.


Clients looking to purchase Microsoft PSA today should feel comfortable to continue their evaluation, purchase and installation of the current product, with a complete knowledge of the product road map. If you are looking to get a better understanding of how Microsoft Dynamics 365 for PSA can help transform your organisation, please write to us at This email address is being protected from spambots. You need JavaScript enabled to view it.

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Read 1599 times Last modified on Sunday, 13 October 2019 23:33

Metisc is a Perth based Dynamics specialist and an Independent Software Vendor providing software and integration services to customer in consumer, corporate, government, education and small to medium businesses.