Project Service Automation Solution

Microsoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing.

Unique Name
ProjectService
Version
2.0.0.273
Customization Prefix
msdyn

Entities

The following entities are included in this solution.

Name Display Name Description
account Business that represents a customer or potential customer. The company that is billed in business transactions.
bookableresource Resource that has capacity which can be allocated to work.
bookableresourcebooking Represents the line details of a resource booking.
bookableresourcebookingheader Shows the reservation table where the summary of resource bookings are persisted.
bookableresourcecategory Resource category master used to categorize people and equipment.
bookableresourcecategoryassn Association entity to model the categorization of resources.
bookableresourcecharacteristic Associates resources with their characteristics and specifies the proficiency level of a resource for that characteristic.
bookingstatus Allows creation of multiple sub statuses mapped to a booking status option.
characteristic Skills, education and certifications of resources.
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
invoice Order that has been billed.
invoicedetail Line item in an invoice containing detailed billing information for a product.
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
msdyn_accountpricelist Sales price list for this customer to capture special pricing agreements for products, roles and categories.
msdyn_actual
msdyn_approval Container for approvals.
msdyn_batchjob Placeholder for workflows used for machine learning scenarios.
msdyn_bpf_665e73aa18c247d886bfc50499c73b82 Base entity for process Project Stages
msdyn_bpf_d8f9dc7f099f44db9d641dd81fbd470d Base entity for process Invoice Process
msdyn_characteristicreqforteammember Characteristic requirement for team member
msdyn_contactpricelist Specific sales price list for this customer to capture special pricing agreements for products, roles, and categories.
msdyn_contractlineinvoiceschedule List of dates that shows when invoicing for this customer should be run. This list is used by the invoice creation job.
msdyn_contractlinescheduleofvalue List of billing milestones and invoice amounts for this project contract line.
msdyn_dataexport Data export entity for the actual entity.
msdyn_delegation Delegation of time, expense entities among users
msdyn_estimate Labor, cost, and revenue estimates for a project.
msdyn_estimateline Estimates on a per day timescale.
msdyn_expense Main container that holds expense information.
msdyn_expensecategory Main container that holds expense category information.
msdyn_expensereceipt Table that contains expense receipt information.
msdyn_fact Aggregated fact entity for actual transactions.
msdyn_fieldcomputation Product properties whose values are to be considered as factors for quantity computation on a transaction line.
msdyn_findworkevent Entity used for counting the number of times resources apply for open positions and other behavioral attributes of resources.
msdyn_integrationjob Staging table for integration data
msdyn_integrationjobdetail Staging table for integration data lines
msdyn_invoicefrequency Setup entity for invoice schedules.
msdyn_invoicefrequencydetail List of days expressed as dates or day of week for a specific invoice schedule template.
msdyn_invoicelinetransaction Transactions that are associated to an invoice line.
msdyn_journal Unposted business transactions, for example, time and expense.
msdyn_journalline Unposted business transaction line details.
msdyn_mlresultcache Cache for scored work items per resource that are returned from Azure Machine Learning.
msdyn_opportunitylineresourcecategory List of roles that will be considered as costs when understanding the profit of an opportunity line.
msdyn_opportunitylinetransaction Sales estimate detail of an opportunity line.
msdyn_opportunitylinetransactioncategory List of transaction categories that will be considered as costs when computing the profit of an opportunity line.
msdyn_opportunitylinetransactionclassificatio List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of an opportunity line.
msdyn_opportunitypricelist Sales price list that will used by the opportunity to set default sales prices on all project-based components such as time and expense.
msdyn_orderlineresourcecategory List of roles that will be considered as costs when computing the profit of a project contract line.
msdyn_orderlinetransaction Sales estimate detail of an project contract line.
msdyn_orderlinetransactioncategory List of transaction categories that will be considered as costs when computing the profit of a project contract line.
msdyn_orderlinetransactionclassification List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of a project contract line.
msdyn_orderpricelist Sales price list used on the contract to set default sales prices on all project-based components such as time and expense.
msdyn_organizationalunit Division of the company or organization that has a specific cost price list associated to it.
msdyn_postconfig Enable or disable entities for Activity Feeds and Yammer collaboration.
msdyn_postruleconfig Enable or disable system post rules for an entity for Activity Feeds and Yammer.
msdyn_processnotes Stores messages or notes relevant to an operation or process executed by an entity.
msdyn_project Delivery entity in an engagement.
msdyn_projectapproval
msdyn_projectparameter List of settings that determine the behavior of the project-based service solution.
msdyn_projectparameterpricelist Set of default cost and sales price lists that the company uses when there are no specific pricing agreements for cost and sales.
msdyn_projectpricelist
msdyn_projecttask Tasks related to project.
msdyn_projecttaskdependency Dependency data between tasks.
msdyn_projecttaskstatususer User status for project tasks.
msdyn_projectteam Entity used to model relationship between resources and project teams.
msdyn_projectteammembersignup Entity used to capture all resources that have applied for open position on projects.
msdyn_projecttransactioncategory
msdyn_quotelineanalyticsbreakdown Reporting entity that is used to show quoted sales and estimated cost amounts by various dimensions.
msdyn_quotelineinvoiceschedule List of dates on which invoicing for this customer should be run. This list is used by an invoice creation job.
msdyn_quotelineresourcecategory List of roles that will be considered as costs when understanding the profit of a quote line.
msdyn_quotelinescheduleofvalue List of billing milestones and invoice amounts for this quote line.
msdyn_quotelinetransaction Sales estimate detail of a quote line.
msdyn_quotelinetransactioncategory List of transaction categories that will be considered as costs when computing the profit of a quote line.
msdyn_quotelinetransactionclassification List of transaction classification heads, the four broad cost classifications of time, expense, material, and fee, that will be considered as costs when computing the profit of a quote line.
msdyn_quotepricelist Sales price list that will used by the quote to default sales prices on all project-based components such as time and expense.
msdyn_requirementresourcecategory Requirement Resource Category
msdyn_resourceassignment Entity used to keep track of resource assignment header information on tasks.
msdyn_resourceassignmentdetail Entity used to keep track of resource assignment details on tasks.
msdyn_resourcecategorypricelevel List of prices by role on a price list.
msdyn_resourcerequest Entity that wraps the resource requirement to capture the type of resources, skills, and location required.
msdyn_resourcerequirement Entity used to track the high-level information about resource requirements.
msdyn_resourcerequirementdetail Entity used to track the detailed information about resource requirements.
msdyn_rolecompetencyrequirement Entity used to associate skills in a role.
msdyn_roleutilization Gathers data about utilization per role to display in a chart
msdyn_timeentry Entity used for time entry.
msdyn_timeoffcalendar Relationship table for time off calendar entries.
msdyn_transactioncategory Business transaction categories to classify costs and revenue.
msdyn_transactioncategoryclassification Entity used to associate a category broadly as time, expense or material.
msdyn_transactioncategoryhierarchyelement Hierarchical relationship of the transaction category with a root node.
msdyn_transactioncategorypricelevel List of prices by category on a price list.
msdyn_transactionconnection System entity used to establish connections between the cost, unbilled revenue, and billed revenue components of a transaction as they happen.
msdyn_transactionorigin System entity used to record the source of a project cost or sales actual.
msdyn_transactiontype Broad classification, such as time or expense, and the context such cost, unbilled revenue, or billed revenue of a project actual.
msdyn_userworkhistory Entity used to look up resources based on demonstrated skills.
msdyn_workhourtemplate Template where resource working hours can be saved and reused.
opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
opportunityproduct Association between an opportunity and a product.
opportunitysalesprocess Base entity for process Opportunity Sales Process
pricelevel Entity that defines pricing levels.
product Information about products and their pricing information.
quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
quotedetail Product line item in a quote. The details include such information as product ID, description, quantity, and cost.
ratingmodel Represents a model to evaluate skills or other related entities.
ratingvalue A unique value associated with a rating model that allows providing a user friendly rating value.
salesorder Quote that has been accepted.
salesorderdetail Line item in a sales order.
systemuser Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
task Generic activity representing work needed to be done.

Actions

The following actions are included in this solution.

Name Description
msdyn_AcceptProposedBooking
msdyn_AcceptTeamRecommendation
msdyn_AddInvoiceLineDetails
msdyn_applyworktemplate
msdyn_ApprovalStatusApprove
msdyn_ApprovalStatusReject
msdyn_AssignGenericResource
msdyn_AutoGenerateProjectTeam
msdyn_batchentityCUD
msdyn_BulkCreatePredecessorsForTask
msdyn_BulkDeletePredecessorsForTask
msdyn_ChangeRequestStatus
msdyn_CloseAllOpportunityQuotes
msdyn_CloseQuoteAsLost
msdyn_CloseQuoteAsWon
msdyn_CompleteResourceRequest
msdyn_CopyProject
msdyn_CopyRelatedProjectEntitiesFromTemplate
msdyn_CopyWbsToProject
msdyn_CorrectInvoice
msdyn_CreateContractLineDetailsFromEstimate
msdyn_CreateContractSpecificPriceList
msdyn_CreateEstimateLines
msdyn_CreateEstimatesForProjectTask
msdyn_CreateExtensionRequirement
msdyn_createinvoicefrominvoiceschedule
msdyn_CreateQuoteFromOpportunity
msdyn_CreateQuoteLineDetailsFromEstimate
msdyn_CreateQuoteSpecificPriceList
msdyn_createrequestfromrequirement
msdyn_CreateSharepointDocumentLocation
msdyn_CreateTaskBasedEstimatesForProject
msdyn_CreateTemplateFromProject
msdyn_DeleteEstimateLines
msdyn_DeleteEstimatesForProjectTask
msdyn_ExpenseApproveAction
msdyn_ExpenseEntriesApprove
msdyn_ExpenseEntriesPendingApproval
msdyn_ExpenseEntriesRecall
msdyn_ExpenseEntriesReject
msdyn_ExpenseEntriesSubmit
msdyn_ExpenseRejectAction
msdyn_ExpenseSubmitAction
msdyn_ExportActual
msdyn_FetchProjectCalendarWorkHours
msdyn_FulfillResourceDemand
msdyn_GenerateContractLineInvoiceSchedule
msdyn_GenerateContractLineScheduleOfValues
msdyn_GenerateQuoteLineInvoiceSchedule
msdyn_GenerateQuoteLineScheduleOfValues
msdyn_GetBookingDetailsByResource
msdyn_GetCollectionData
msdyn_GetContractBillingRadialGaugeData
msdyn_GetContractDetailedTransactions
msdyn_GetContractEffortRadialGaugeData
msdyn_GetContractLineChargeability
msdyn_GetContractLines
msdyn_GetDataForContractPerformance
msdyn_GetDataForRadialGauge
msdyn_GetDocumentManagementSettings
msdyn_GetDocumentStorePath
msdyn_GetEstimatesforProject
msdyn_GetGenericResourceDetails
msdyn_GetMyChangedSkills
msdyn_GetOfficeGroupForEntity
msdyn_GetPrice
msdyn_GetProcessNotes
msdyn_GetProductLine
msdyn_GetProductLines
msdyn_GetProjectCoparticipation
msdyn_GetProjectCurrencies
msdyn_GetProjectDetails
msdyn_GetProjectMapForContractLine
msdyn_GetProjectMapForQuoteLine
msdyn_GetProjects
msdyn_GetProjectsForContract
msdyn_GetProjectsForQuote
msdyn_GetProjectTaskCategories
msdyn_GetProposedResources
msdyn_GetQuoteLineChargeability
msdyn_GetResourceAvailability
msdyn_GetResourceAvailabilitySummary
msdyn_GetResourceBookingByProject
msdyn_GetResourceDemandTimeLine
msdyn_GetTimelineData
msdyn_GetTransactionUnitPrices
msdyn_GetUserTimeZoneName
msdyn_IndentWBSTask
msdyn_InvoicePaid
msdyn_InvoiceRecalculate
msdyn_IsProjectTemplatesView
msdyn_JoinProjectTeam
msdyn_LoadFactTableEstimate
msdyn_LogFindWorkEvent
msdyn_MarkIntegrationJobAsFailedAsync
msdyn_MoveDownWBSTask
msdyn_MoveProject
msdyn_MoveUpWBSTask
msdyn_MSProject_ExportToProject
msdyn_MSProject_GetFindResourcesURL
msdyn_MSProject_LinkToProject
msdyn_MSProject_PublishToExistingProject
msdyn_MSProject_ReadFromExistingProject
msdyn_MSProject_ReadProjectTeamMembers
msdyn_MSProject_UnlinkFromProject
msdyn_NewInvoiceContract
msdyn_OutdentWBSTask
msdyn_PostInvoice
msdyn_PostJournal
msdyn_ProjectTeamMemberSignUpProcess
msdyn_ProjectTeamMemberSignupprocessaccept
msdyn_ProjectTeamUpdateMembershipStatus
msdyn_ReadEstimateLines
msdyn_recallrequestforrequirement
msdyn_RecommendWork
msdyn_RejectProposedBooking
msdyn_ResAssignResourcesForTask
msdyn_ResGetResourceDetail
msdyn_ResourceAssignmentDetailUpdate
msdyn_ResourceReservationCancel
msdyn_ResourceSubstitution
msdyn_ResourceUtilization
msdyn_ResourceUtilizationChart
msdyn_SaveProjectLineTasks
msdyn_SetDefaultRole
msdyn_SubmitCategoriesAndPriceLists
msdyn_SubmitRolesAndPriceLists
msdyn_TimeEntriesApprove
msdyn_TimeEntriesCopyPaste
msdyn_TimeEntriesPaste
msdyn_TimeEntriesPendingApproval
msdyn_TimeEntriesRecall
msdyn_TimeEntriesReject
msdyn_TimeEntriesSubmit
msdyn_UpdateAllEstimatesForProject
msdyn_UpdateChangedSkills
msdyn_UpdateEffortContour
msdyn_UpdateEstimateLineDetails
msdyn_UpdateEstimateLines
msdyn_updateprojecttask
msdyn_updateremainingresourcerequirement
msdyn_ValidateFixedPriceLineTotals

See Also