Having been a fan of Microsoft Project for the last 15 years, I am happy to share that users of Dynamics 365 PSA, can now connect and use Microsoft Project to plan and manage their projects and resources.
The Dynamics 365 Project Service Automation Add-in for Microsoft Project gives users the ability to manage their PSA project plans in the familiar project management tool, Microsoft Project.
From within the Add-in, users can:
- read and publish project plans to Dynamics 365 Project Service Automation with the click of a button
- quickly and easily import project plans and project templates from PSA into Microsoft Project
publish project plans and templates to PSA
- create project teams inside of PSA from Microsoft Project
- find and assign PSA resources to project plans from within Microsoft Project
You can download the add-in for Microsoft Project here: LINK
Once installed, you will find a new menu area within your Microsoft Project client:
Once I have played more around with the integration I will create a new “Best Practices” post.
Windows 10, Microsoft Project 2016 and Dynamics 365 PSA account