Article

Microsoft rolls out Dynamics 365 for PSA Power BI solution template

by Linda Rosencrance
Contributing Writer, MSDW

Microsoft has released the Power BI solution template for Microsoft Dynamics 365 for Project Service Automation (PSA).

The template includes sets of pre-built reports for a professional service organization's practice manager, resource manager and account manager, and includes analytical content for financial KPIs like revenue, cost and margin, according to Microsoft Senior Program Manager John Burrows.

Following is an example of the Practice Manager reports: 

Practice Manager report

The template is designed to help users quickly create customizable reports on an "extensible, scalable, and secure architecture" to meet their specific business needs instead of starting from scratch, wrote Burrows, adding that everything is freely available on GitHub. The pre-built reports can also be used as-is for dashboards.

Like the Dynamics 365 Sales Management template, the Project Service Automation template uses the Dynamics 365 Data Export Service, which is a free add-on, to replicate Dynamics 365 data to a Microsoft Azure SQL Database store in a customer-owned Azure subscription, according to Burrows.

"The template can be provisioned by a Dynamics 365 administrator in just a few minutes," Burrows stated. "Once you're done, all changes in your Dynamics 365 records are automatically updated in the Azure SQL database and available to your Power BI reports."

Azure BI and Reporting Business Performance Mgmt Customer Engagement Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Professional Services Project Management
About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

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