Chapter 8
Profiting from Project Service Automation
IN THIS CHAPTER
Getting a feel for professional services automation (PSA) terminology
Categorizing project software to help select the proper application/module
Navigating within the Dynamics 365 for Project Service module
Understanding the key components and settings of Project Service Automation
Dynamics 365 offers several options for accounting for project-based operations — operations that are primarily focused on people delivering services rather than wholesale or retail distribution of hard goods. Two of these options are modules of Dynamics 365 for Customer Engagement (formerly called Microsoft CRM Online):
- Dynamics 365 for Project Service Automation
- Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation is the main topic of this chapter. This module, sometimes referred to simply as Project Service, was developed in-house by Microsoft to address the high demand for professional services automation (PSA) software in the United States (which is largely a service-based economy) as well as in other regions ...
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