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ReportMicrosoft Dynamics 365 Project Service Automation and Microsoft Dynamics 365 Finance and Operations one version D365FO
Feature use case scenarios:
|
Functionality availability |
D365PSA |
D365FO |
|
Project quotes |
Yes |
Yes |
|
Project pricing |
Yes |
Yes |
|
Project Financials |
No |
Yes |
|
Project procurement |
No |
Yes |
|
Project inventory |
No |
Yes |
|
Project WBS |
Yes |
Yes |
|
Project billing |
Yes |
Yes |
|
Project contracts |
Yes (limited |
Yes |
|
Project reporting |
Yes (limited) |
Yes |
|
Revenue and cost management |
No |
Yes |
|
Project Time and expense |
Yes (limited) |
Yes |
|
Project hierarchy |
Yes |
Yes |
We can integrate PSA and FinOps using a solution from Microsoft which can be downloaded here
Below are integration touchpoints:
- Project contracts
- Projects and sub-projects
- Project task
- Project categories
- Estimates
- Hour estimates
- expense estimates
- fixed price projects
- fee transactions
- Project time
- synchronize actuals
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