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Microsoft Project Service Automation for Dynamics 365 is a module that allows you to manage a project implementation end to end, from resourcing to task management, all the way to invoicing and everything in between. In today's episode of The CRM Minute, hear from Dan, a Project Service raving fan, on all the reasons you should be using Project Service automation.
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Does project service actually work yet? I've heard of lots of people struggling to install it and we have also had that issue and Microsoft don't seem to have an answer. When using the trial it seems a bit buggy and some of the options don't work correctly. (clicking to add a project based line to an opportunity just does not work). I heard that it was to get its own update anytime soon but was pulled just before the release date. This tool sounds great....when Microsoft finish it.