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PSA capabilities

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Does Business Central includes also the capabilities of PSA?

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Stefano Demiliani 37,166 Most Valuable Professional on at

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What do you mean by PSA?

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Community Member on at

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PSA means Project Service Automation from Dynamics 365

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ymoreau 15 on at

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PSA is linked to D365 Sales and Business Central too. But there is no direct link between both. May be in the futur

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Timussch on at

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Technically, there could be a link (I'm figgering it out). You should be able to create PSA invoices in D365 for Project Service, and book them in Business Central...

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ikoletic 2,202 on at

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Hi Koenix

To answer your original question there is Projects module in BC.

You can read about it more here: https://docs.microsoft.com/en-us/dynamics365/business-central/projects-manage-projects

If we're talking about PSA integration to BC, it is currently not supported, but it's on our backlog. You can connect to D365 Sales, however it there's PSA solution installed it will break integration with D365 sales as PSA solution changes workflows and data model significantly so it breaks integration between BC and Sales.

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Timussch on at

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PSA nicely puts projects in the value chain of service organizations, offering integration with presales & sales, delivery, invoicing, ... It offers you all flexibility in terms of configuration & addins (powerbi, documents core pack, ...) BC is pretty limited & isolated. Configuration is more complex. Also, compare pricing between PSA (with team member licensing), and BC :)

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Community Member on at

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Hi Ivan

Do we have any update on the PSA integration with Business Central?

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Timussch on at

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it no longer breaks the BC integration. That is progress :-).
What kind of integration are you looking for? There is a way to integrate it using Sales Orders for example...

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Community Member on at

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Looking to get invoice information into BC

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Timussch on at

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PSA can generate invoices in PSA itself. Technically spoken, you could integrate the invoice with the BC Sales Invoice using the mapping logic. You can reuse a lot of the standard integration functionality, but probably 100% standard will not work. We're currently working on an integration of FS & PSA with BC. I can give you more info once we finished the PSA/BC part :)

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