Fundamentals of CRM with Dynamics 365 and Power Platform

Dynamics 365 Project Service Automation

In the previous chapter, we focused our attention on the Field Service solution functionality available within Microsoft Dynamics 365. In this chapter, we will look at the Project Service Automation solution.

The Project Service Automation (PSA) functionality is targeted at consulting and service organizations. The solution brings the Sales process and the Delivery process into one cohesive offering. It allows a complete end-to-end view across the sales process, resulting in an opportunity, along with the implementation of the respective deliverable. The focus is to be able to track and deliver solutions on time and on budget.

The solution covers estimating, quoting, and contracting on the sales side, ...