Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows

When it comes to creating a contract with Microsoft Dynamics 365 Project Service Automation (PSA), users often find that the path from opportunity to quote and contract is long, slow, and involves too many clicks. To make it more efficient and cut down on the number of clicks, we can combine the capabilities of Power Apps with Power Automate flows.

People love tooling that helps take care of small steps automatically like creating a basic project-specific price list, the Quote line details, or milestones.

Let’s understand what's involved at each step to go from Opportunity to Quote to Contract and navigate the entire process more effectively.

Navigating the process

Step 1: Create the Opportunity by navigating to Opportunity Entity in Project Service App.

Step 2: When saving the opportunity users run a Power Automate flow behind the scene that does the following things:

1. Create the Quote automatically based on the billing type.