Overview of Dynamics 365 Project Service Automation 2020 release wave 1

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Dynamics 365 Project Service Automation helps you to win and deliver projects on time and within budget, while optimizing resource usage. The application has pricing, sales, resourcing, time and expense, and invoicing management capabilities, along with some project task and work breakdown structure (WBS) functionality. The product team's investments for this release and the next will focus on providing a modular offering for organizations with project-based services. This offering will seamlessly bring together capabilities across Microsoft Project, Project Service Automation, and the Service Industries module in Dynamics 365 Finance to enable a frictionless and functionally rich Quote to Cash for projects.

Dynamics 365 Project Service Automation currently takes advantage of Microsoft Power Platform and Common Data Service to help our customers connect and build end-to-end business solutions for project organizations by using rich pricing, costing, and resource management experiences. With Microsoft Project replatforming to Common Data Service, we'll be uniquely positioned to deliver a competitive set of project-planning and task-scheduling capabilities. Our customers will be able to deliver successful projects with this expanded project management functionality.

The Service Industries module in Dynamics 365 Finance delivers project accounting, with revenue recognition and customer-facing invoicing that takes advantage of date-effective exchange rates and a rich sales-tax feature set. Our customers will be able to better manage invoicing, cash flow, and project accounting by using this expanded financial capability brought into our solution.

The themes for this and the next release wave are:

  • Taking advantage of the best of Office and Dynamics 365 solutions for project management on the Finance and Operations and CE platforms
  • Model alignment with project functionality in Finance

We're currently reworking our engineering and release timelines for this feature set, so please stay tuned as we strategize on the best path forward for our customers. The timelines will be updated in the coming few weeks.

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