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Microsoft Dynamics 365 Project Service Automation and Microsoft Dynamics 365 Finance and Operations one version D365FO

Rahul Mohta Profile Picture Rahul Mohta 21,014

Microsoft 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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