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

April 15 2020

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.

About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP and serves as Project Delivery Head at CloudFronts Technologies Pvt. Ltd. and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

Stay updated on our LinkedIn page: https://www.linkedin.com/company/cloudfronts/

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