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My company is implementing D365 end to end and I'm the business lead for the sales organization. We are implementing Customer Engagement for the sales team for opportunity management, quoting, forecasting contact management etc. Our finance and operations team are of course using D365 Finance and Operations
A large and important part of our business is professional services. Specifically complex implementation services for the deployment of our products (which are software) as well as many Change Request projects for existing customers. These are sold as either fixed price Statement of Work (SoW) or time and materials (retained resources). We need to be able to use Dynamics to scope and quote for projects and then run the projects, which includes recording time and other expenses (travel, hardware etc). The presentation of a professional project plan and accurate estimation is important to the sale of the services
We are finding it very confusing to know what we should use:
1) Project Service Automation
2) Projects and Accounting, which is part of D365 Finance and Operations
3) Both in some integrated form
Can anyone give some advice or share experience?
Mike McKeown, there's no definite right or wrong here and as you probably understand, it's really hard to choose what fits your business without a lot more insight to it. I do see where you're coming from and this is a pretty frequent question amongst customers.
In a perfect world, Dynamics 365 for Project Service Automation is a prospect to cash solution that covers your sales, delivery, project management and resourcing processes on a high level. It finishes off at invoicing, which in PSA means that financial data is created to then be transferred to a financial back end.
PSA's strength is in managing a sales to delivery process, combined with very granular and strong resourcing capabilities. I encourage you to read MVP Will Dorrington's post on "Where does CE PSA fit if I have Finance and Operations?". I'd also be more than happy to jump on a call with you offline and we can try and get Will in as well to cover the F&O aspect.
Antti answer is spot on. We find with our implementations that F&O handle the darker project accounting side of things :) Invoicing (request to invoice process will trigger from the PSA invoicing) and revenue recognition etc while PSA handles the "project manager role" project updates, resourcing, effort tracking and collaboration ie this is my central microsoft project repository
The Actuals element of PSA in my opinion is awesome but freaks some of my CRM colleagues as its starting to creap into the "financial" side of things but this actually forms a great basis for an integration to push data to and from ERO systems whether F&O, GP, Sage etc. F&O happens to have more overlap as you have seen.
Look up the version 2 psa integration guide which helps.
There is no hard and fast rule here. We have done multiple PSA CE implementations and the most interesting one was where the integration was with QuickBooks. Customer used PSA CE for prospect to cash (generated invoices in Dynamics 365 CE) and then integrated generated invoices to Quickbooks. As their business grew they started looking into Dyn365 financials and then we had a detailed discussion about what needed to change with the existing implementation if anything. They decided to keep things exactly the same. However, i believe that if you are using Dyn365 F&O then expenses should be managed in there because it provides great functionality for expense approval. For example if you have a travel expense policy then it is easier to have those rules implemented in Dyn365 F&O so expenses automatically become part of the invoices. We can discuss more if you want but it depends on your business needs.
Tayyab has an excellent point about expenses. We use expenses in F&O ourselves and it's something that we couldn't pull off on PSA's side with the requirements we have.
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