From the Microsoft Dynamics 365/CRM Blogs: Project service automation; Missing account fields; Console connection; SharePoint integration

From this week's Microsoft Dynamics 365/CRM blogs:

• Why project managers are using Dynamics 365 for Project Service Automation
• Tip #1045: Missing fields on Dynamics 365 account form
• Connecting to Dynamics CRM from console application - Part I
• Setting up server-based SharePoint integration for Dynamics 365 Online

Why project managers are using Dynamics 365 for Project Service Automation

On the PowerObjects blog, Joe D365 wrote that most project managers rely on software tools to track and manage the deliveries of their projects.

Typically, after you finalize the project charter, you build your work breakdown structure (WBS). One of the most popular tools to accomplish that task is Microsoft Project, which lets you build your WBS into a project plan so you can assign dependencies, resources, durations, and dates, Joe said.

Although it's a very powerful tool, Joe D365 believes that Microsoft Dynamics 365 PSA (Project Service Automation) offers a better solution. He describes the difference being that Dynamics 365 PSA "is much more than just a project management tool":

It provides all the capabilities to help ensure that the process and controls of your organization's [project management office] PMO are standardized and adhered to.

Furthermore, the tool offers the Delivery Management team full reporting and management capabilities across the portfolio of projects.

Finally, Joe D365 believes that "the most amazing part of this tool is the way it bridges the divide, which many times exists, between the sales team and the delivery team."

You can read more about it here.

Tip #1045: ...

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