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Applies to Project Service app versions 2.x and 1.x
Upgrade from PSA version 2.x or 1.x to version 3.x
As of May 17, 2019, when Microsoft Dynamics PSA is selected during the provisioning of a new instance, Project Service Automation (PSA) version 3.x is installed by default.
As of May 17, 2019, customers who have an instance of PSA version 2.x and need to upgrade to version 3.x, which is the Unified client interface-based (UCI) version of PSA, must contact support and provide the details of thier instance, so that support can enable the instance for upgrade to version 3.x.
PSA version 3.x includes significant changes. It has been built on the Unified Interface framework to help provide an improved user experience. The redesigned app delivers a consistent, uniform user interface (UI), and it follows responsive design principles for optimal viewing on any screen size or device. There have been other changes throughout the application. Some of the areas that have been changed include pricing, booking and assigning resources, time, expenses, and approvals.
Before you begin the upgrade process, we recommend that you complete the following tasks:
Verify whether both Microsoft Dynamics 365 for Field Service and PSA are installed on the identified instance. If both solutions are installed, you should plan to upgrade both before you resume regular use of the instance.
Carefully review the following topics. Awareness and understanding of the changes between versions will help you with the upgrade process. These topics provide information about the major changes in PSA, together with considerations and recommendations for planning your upgrade to version 3.x.
Upgrade your sandbox instance to evaluate the changes in your implementation before you upgrade your production instance.
After you've reviewed the topics that were mentioned earlier and are ready to upgrade to PSA version 3.x or the UCI-based version, submit a request to Microsoft support to make the upgrade available from Admin center. In your request, provide the details of your instance.
Older versions of PSA (PSA version 2.x) in a newly created instance
As of May 17, 2019, all new instances will have UCI as the default client. For alignment with this change, PSA version 3.x and Field Service version 8.x will be provisioned by default, because these versions are designed to work with the UCI client.
If you're creating a new instance and want it to have older versions of Field Service and PSA (Field Service version 7.x and PSA version 2.x), make sure that you don't select Field Service or PSA during the instance provisioning process. Instead, after the instance is provisioned, log a support ticket that includes the details of your instance, so that support can enable your instance for older versions of Field Service and PSA.
For the best experience when you use older versions of the Field Service and PSA applications, go to the System settings page and for the field, Use the new Unified Interface only (recommended) field, select No as these versions aren't designed to be correctly loaded in UCI. After you have turned off UCI, you can open and run these versions of Field Service and PSA by using the old web client. For instructions about how to turn off the UCI client, see Enable unified interface only.