What’s New in Dynamics 365 for PSA (Project Service Automation) in the Fall 2016 Release.
- Microsoft Project integration:With a new PSA add-in for Microsoft Project, you can now do all of your project planning in Microsoft Project, and then publish the project plan into Microsoft Dynamics 365 for PSA. You can also bring a project that you started in Microsoft Dynamics 365 for PSA into Microsoft Project to finish your planning work, and then publish it back to Microsoft Dynamics 365 for PSA when you’re done. This is a great new feature for project managers who like to use the more advanced planning features of Microsoft Project when building a detailed project plan, but also need to manage aspects of that project in Dynamics 365.
- Consolidated calendar view:The Fall release introduces a consolidated view of all scheduled activities, whether they be project assignments, field service work order assignments, or even personal appointments. These are consolidated on your Office 365 Exchange calendar. This not only brings together a rare feature of integrated project and field services schedules, but also makes it easier for you to manage your entire day, since all your meetings, appointments, bookings, and tasks are all now in your Office 365 calendar. You can also capture personal appointments in Microsoft Dynamics 365 for PSA time entry view, which helps increase employee efficiency and streamlines time reporting.
- Copy functionality:Now you can copy information from the Opportunity, Quotes, and Project Contracts forms by simply clicking on a Copy button on the command bar, and pasting the information into a different record. This is a great time saver for users that manage tasks and transactions that are similar from project to project.
These are just a few of our favorite new features. There’s plenty more there to talk about as well. Stay tuned to future blogs for additional details.
About the Author
Andy Yeomans is Director of Business Development for sa.global, where his role is to help project-driven organizations evaluate and select ERP software systems to better manage their finances, projects, clients, and resources. Andy was instrumental in developing the organization's Microsoft Dynamics 365 industry solutions and practice area for the AE & Environmental industry. Andy has over 17 years of ERP experience and has helped dozens of AE & Environmental firms evaluate, select, and implement ERP software systems for their business.