Integrate Project Service Automation

The Project Service Automation solution for Dynamics 365 can now be installed on a partner portal (Project Service Automation for Dynamics 365 and Partner Portal solutions must be installed first). With this solution installed, customers and partners will be able to view projects and confirmed, bookable resources. Customers will also be able to approve quotes, view invoices, and view contract and order forms.

View projects on the partner portal

Both customers and partners can view projects pertaining to them on the partner portal. Customers can view active and closed projects associated with their organization. Partners can view projects when a bookable resource from their organization is associated with the project. In either case, the user must have an appropriate Project Service Automation–specific web role (PSA Customer Approver/Reviewer or PSA Partner Approver/Reviewer). After signing in to the portal, the customer or partner can view the project by going to Customer Projects. From here, they can see basic information for each project and choose to view by Active Projects, Closed Projects, or All Projects.

View projects in a partner portal

View and approve project quotes on the partner portal

Customers can view and approve project quotes created in Dynamics 365 that are associated with their organization. After signing in to the portal, the customer navigates to Project Service Automation > Quotes, and then changes the filter to Last 7 Days. From here, the customer will be shown pending quotes along with basic information like Status and Total Amount. The customer can now select a quote for more details, and approve or reject the quote by selecting Approve Quote or Reject Quote near the bottom of the page.

View project invoices on the partner portal

Customers can view final versions of project invoices on the partner portal after the invoice has been approved in Dynamics 365 and the Visible to customer check box has been selected. To view an invoice, the customer must sign in to the partner portal and go to Project Service Automation > Invoices. Here, the customer can view basic information and select an invoice for more details.

View invoices in a partner portal

View project contracts and order forms on the partner portal

Customers can view final versions of project contracts or orders on the partner portal after a project contract has been opened in Dynamics 365 with the Visible to customer check box selected on the contract. After signing in to the partner portal, the customer navigates to Project Service Automation > Contracts. Here, customers can see a sorted list of contracts with some basic information or select a contract for more details. View contracts in a partner portal

View quotes in a partner portal

View confirmed, bookable resources by project and role on the partner portal

Both customers and partners can view bookable resources on the partner portal by following the same process. After signing in to the partner portal, they must go to Project Service Automation > Customer Resources. Here, they can see a list of resources with their role, booked hours, and other basic information. By selecting a resource, they will be able to see what tasks that resource has been assigned to.

View customer resources in a partner portal