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Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
Learn more about Automatic Update Policy
2022 Release Wave 2Check out the latest updates and new features of Dynamics 365 released from October 2022 through March 2023
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By, Gurkan Salk, Principal Group Program Manager
On February 19, 2020, we announced —a new application that will bring together capabilities from Project Service Automation, Microsoft Project for the web, and project management and accounting within Finance into a single offering. Microsoft Dynamics 365 Project Operations connects cross-functional teams within a single application to win more deals, accelerate delivery, empower employees, and maximize profitability.
Microsoft will continue investing in a solution in the professional services automation market with Dynamics 365 Project Operations becoming available for public preview in June 2020 and generally available on October 1, 2020.
Bringing together our existing Project Service Automation, capabilities from Microsoft Project for the web, and project management and accounting from within Dynamics 365 Finance is key to our vision. Microsoft Project will continue offer project management (PM) and project portfolio management (PPM) solutions for PMO leaders. With the introduction of Dynamics 365 Project Operations, we will now include project management capabilities directly in the flow of work for our customers looking to streamline project-based service operations.
As part of this announcement, we will be grandfathering our current customers that are using Dynamics 365 Project Service Automation and/or the project management and accounting (PMA) capabilities within Dynamics 365 Finance into this new offering.
We look forward to continuing to work with our customers as they adopt Dynamics 365 Project Operations, as well as the champions and advocates who have supported us along the way.
Here are some important details to help our customers with the transition:
Customers evaluating our in-market solutions today should feel comfortable to continue their evaluation, purchase, and installation of our product, with knowledge of a rich and full product roadmap through our vision for Dynamics 365 Project Operations.
Current customers will get access to migration tools and will be grandfathered into Project Operations licensing. Please refer to the impact overview below:
Eligible customers are defined as either 1) current customers who have purchased or renewed Dynamics 365 Project Service Automation, Dynamics 365 Unified Operations plan, or Dynamics 365 Plan 2 prior to October 1, 2020 or 2) current customers who have opted in via the defined process below. Customers who are not eligible by October 1, 2020 will be unable to access Project Service Automation or project management and accounting (PMA) capabilities after October 1, 2024.
To allow time to opt-in, Dynamics 365 customers that are entitled to but are not currently using Dynamics 365 Project Service Automation or PMA capabilities within Finance will have until March 31, 2021 to notify Microsoft that they intend to implement these products or capabilities. You can opt-in at any point between May 1, 2020 and March 31, 2021. If you are not currently using these products, but are entitled to them and want to opt-in to ensure service availability, submit a support ticket here.
Microsoft will provide support for our Dynamics 365 Project Service Automation offering until October 1, 2024. We will not be adding new capabilities into Dynamics 365 Project Service Automation. Going forward, the re-envisioned Dynamics 365 Project Operations product based on existing Dynamics 365 Project Service Automation and Dynamics 365 Finance PMA capabilities will be enhanced and maintained as part of this new offering. Our Dynamics products updates webpages will continue to be updated to reflect our future investments.
Yes, Microsoft will provide update scripts for Dynamics 365 Project Service Automation and data migration tooling for current customers using the project management and accounting capabilities within Dynamics 365 Finance. Using these, current customers will be able to upgrade/migrate at their pace. You will receive more information about upgrade/migration tool availability from within the Dynamics 365 Project Service Automation and Dynamics 365 Finance products as we get closer to the GA date of Dynamics 365 Project Operations of October 1, 2020.
Yes, as current customers can continue using these products and capabilities over the next two to four years, depending on contract type, all contracts will remain in place until renewal or expiration.
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Existing PMA capabilities within Dynamics 365 Finance that will be part of Dynamics 365 Project Operations include all project management and accounting capabilities, as well as expense management.
The introduction of Dynamics 365 Project Operations does not impact your Microsoft Project licenses. Microsoft will continue to offer project management and project portfolio management solutions to our customers.
You can continue business as usual without any immediate disruption. We recommend you reach out to your Microsoft account team or partner to get more information and build a plan to transition from the Project Service Automation service by October 1, 2024, or your contract end date, whichever comes first.
Learn more about Microsoft Dynamics 365 Project Operations.
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