Project Service Automation news & resources

Environment setup for a Dynamics 365 Project Service Automation integration to Finance and Operations with CDS

by Gurunath -

Users can integrate and synchronize Dynamics 365 Project Service Automation and Finance and Operations, bridging the gap with the Common Data Service

Business Process Mgmt Common Data Model Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Planning & Scheduling Power Platform Project Service Automation Service Management
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Non-Billable classification for a task work around in Microsoft Dynamics 365 Project Service Automation V3

by Kuldeep Gupta

When a team upgraded to Dynamics 365 Project Service Automation V3 they found the role field had disappeared, posing new challenges for assigning resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
vacation-request-email.png

Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Power Automate Power Platform Project Management
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Inventory management with Microsoft Dynamics 365 for Field Service: A real growth opportunity

by Allan Lee

Integrated inventory management with Dynamics 365 for Field Service is vital for fixing service contractor inefficiencies

Business Performance Mgmt Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Inventory Management Project Service Automation Service Management
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Flows from the field: Excel to JSON; Multi-select inputs; Working with PSA; Solution enabled Flow; Flow Conditioner Builder

by Eamon McCarthy Earls

Recent flows from intrepid Dynamics 365 professionals - and beyond.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Project Service Automation Service Management

Microsoft plans to shift Project Service Automation app away from Dynamics 365 portfolio

by Jason Gumpert

New guidance to partners shows that PSA will be offered in new combination with MS Project, Project Online, not in D365.

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management

Using Microsoft Flow to allocate Outlook meetings on the schedule board in Dynamics 365 Project Service Automation

by Kuldeep Gupta

Using Microsoft Flow and Dynamics 365 Project Service Automation together can help avoid the risks of overbooking

Customer Engagement Data Integration Dynamics 365 Dynamics CRM Flow Planning & Scheduling Power Automate Power Platform Project Management Project Service Automation Service Management
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Fixing my mistake for actual versus estimated hours in Microsoft Dynamics 365 PSA

by Kuldeep Gupta

Mystified by actual versus estimated hours in Dynamics Project Service Automation? Explore steps to clear up your confusion

Billing Customer Engagement Dynamics 365 Planning & Scheduling Professional Services Project Management Project Service Automation Service Management
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Microsoft GM Muhammad Alam to expand leadership to all Dynamics 365 'Operations' solutions

by Jason Gumpert

A new leader of D365 Business Central still to be selected as Alam now oversees D365FO, BC, Commerce, and PSA.

Business Central Common Data Model Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce Finance and Operations
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Microsoft Tech for Social Impact team launches Dynamics 365 Nonprofit Accelerator with open data standard

by Jason Gumpert

Combination of Dynamics-based solutions and a Common Data Model for Nonprofits aim to attract broad partner base to the initiative

Azure Common Data Model Common Data Service Customer Engagement Data Integration Data Management Dataverse (CDS) Donor Management Dynamics 365 Dynamics CRM Fundraising Not For Profit

LATEST VENDOR RESOURCES

Plauti Deduplicate at a glance

Plauti

How to start automating a business with Dynamics 365 & Power Platform

MSDW Features

Microsoft Dynamics 365 Project Operation arrives: What to look for (Webcast Recording)

MSDW Features

How Service Organizations can use D365 PSA to Deliver Successful Projects and Drive Growth

MSDW Features

Offline-Capable Mobile Apps for Microsoft Dynamics NAV: Empower remote workers (Recorded Webcast)

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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies
Assess your manufacturing organization's readiness for AI.
AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

How to Build a Customer Journey Map with Microsoft Dynamics CRM/CE

emfluence

Take your company’s sales and marketing alignment to the next level

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Field Service Marketing Automation Marketing Resource Mgmt (MRM) Project Operations Project Service Automation Sales Sales & Marketing
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

How WatchBox Turned Scattered Customer Data into One Trusted View of Every Collector

Plauti
When a collector’s buying history is spread across a dozen records, personal service is out of reach. See how WatchBox built a single trusted customer view and saw month-over-month
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Jewelry

One Customer, Ten Records: How Cumberland Mutual Built a True Policyholder 360

Plauti
When a policyholder with ten policies shows up ten times in your CRM, great service is out of reach. See how Cumberland Mutual gave its reps one complete view of every customer and
Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Insurance

Three Reps, One Merchant: How Booksy Stopped Duplicates at Every Entry Point

Plauti
When a partner database turned out to be 60% duplicates, Booksy’s sales team got 60% of that call time back. See how the beauty marketplace gave every merchant one record, one rep,
Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Undo2Restore - Restore/recover deleted records in Dynamics 365

Undo2Restore is a powerful recovery solution for Microsoft Dynamics 365 CRM and Dataverse that helps administrators quickly...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Click2Clone – Copy and Clone Records in Dynamics 365 CRM with One Click

Click2Clone is an advanced data cloning app for Dynamics 365 CRM that makes it easy to copy records in Dynamics CRM with a...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Management Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Predict4Dynamics – AI-Powered Predictive Intelligence & Explainable Forecasting for Dynamics 365 CRM

Predict4Dynamics brings powerful predictive analytics to Microsoft Dynamics 365, enabling organizations to make smarter...
AI Agents AI and Machine Learning Azure Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Forecasting Power Apps

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Data Integration Data Management Document Management Dynamics 365 Field Service Master Data Mgmt Power Apps Power Platform Project Service Automation
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