Microsoft officially announced that current Project Service Automation (PSA) software within Dynamics 365 will transition to a new app called Project Operations. The new app combines the capabilities of PSA, MS Project, and Dynamics 365 Finance into a single solution that includes every aspect of the project cycle, from front-end sales functionality to back-end project accounting and financials.

Here’s what organizations using Project Service Automation software need to know about the upcoming change.

Project Service Automation (PSA) Key Dates

Although Microsoft will stop selling new Project Service Automation licenses on October 1, 2020, you have ample time to plan the transition to the new Project Operations app.

  • For CSPs – PSA software will remain operational and licenses can be renewed through October 1, 2022.
  • For EAs – PSA software will remain operational and licenses can be renewed through October 1, 2024.
  • Support and maintenance for PSA will continue until October 2024.

Project Operations Availability and Features

The new Dynamics 365 Project Operations app will be available on October 1, 2020 and merge the best capabilities of Microsoft’s existing project management software, including:

  • Project Sales
  • Project Planning
  • Resource Utilization
  • Team Collaboration
  • Time and Expenses
  • Project Accounting
  • Business Intelligence

You can visit Microsoft’s Product Operations page to get detailed information on the capabilities of the new app.

Transition to Project Operations

Microsoft is offering a migration path for current PSA and Dynamics 365CE & Plan 2 licenses to Project Operations. Current PSA customers will be grandfathered into their current licensing agreement. A Microsoft partner, like TrellisPoint, can work with your organization to ensure a successful transition to the new Project Operations app before the cut-off dates.

Contact our team to discuss the upcoming changes to Project Service Automation and how we can assist your organization with licensing changes and data migration.

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