How to manage with Project Service a single status of an opportunity?

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I recently discovered the new project service features and it could be very useful if I can manage a single step of my opportunity track as a project (so with use of WBS etc...).

So far I saw they are 2 different things: Opportunity belong Sales and WBS belong project, any chance of integration?

Thanks

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TheMarkChristie 10,328 on at

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RE: How to manage with Project Service a single status of an opportunity?

Hi Bonika

You are correct at the moment they are 2 seperate processes (Althrough they use the same entity) I think there will be integration at some point but you can drive this yourseld with form customisation
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Nithya Gopinath 17,076 on at

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RE: How to manage with Project Service a single status of an opportunity?

Hi Bonika,
Refer the link below.

https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx#PSA

Thanks
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PS 23,577 on at

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RE: How to manage with Project Service a single status of an opportunity?

Create a field on your opportunity entity, lets say 'Business type' of option set type and having values sales, service. Set default value as Sales.

Write a javascript on, if Business type=service, reload form=Project info

Here are few samples:

community.dynamics.com/.../157879

mscrmshop.blogspot.com.au/.../how-to-display-entity-form-based-on.html

www.magnetismsolutions.com/.../how-to-switch-a-dynamics-crm-form-based-on-a-value

stackoverflow.com/.../how-to-change-default-form-based-on-dropdown-js-and-crm