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The Project Service Automation to Finance integration solution uses the Data integration feature to synchronize data across instances of Dynamics 365 Finance and Dynamics 365 Project Service Automation via Common Data Service. The integration templates that are available with the Data integration feature enable the flow of projects, project contracts, project contract lines, project contract line milestones, project tasks, expense transaction categories, hour estimates, and expense estimates from Project Service Automation to Finance.
Note
Before you can integrate Project Service Automation Finance, you must configure the Project Service Automation integration parameters. For more information, see Project Service Automation integration parameters.
This integration solution enables direct synchronization in the following scenarios:
The following illustration shows how data is synchronized as part of the integration between Project Service Automation and Finance.
Note
Not all templates are currently available. Templates will be released as they are completed.
To use the Project Service Automation to Finance integration solution, you must install Enterprise edition 7.3 with Platform update 12 or later.
To use the Project Service Automation to Finance integration solution, you must install the following components:
Download the Project Service Automation to Finance integration solution from Microsoft Download Center, and follow the instructions that are included with the solution.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Work with asynchronous integrations in finance and operations apps - Training
Set up recurring integrations to enable exchange of documents between finance and operations and other apps.
Certification
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate - Certifications
Analyze and translate financial business requirements into processes and solutions that implement industry recommended practices.
Documentation
Update Project Operations in your Finance environment
This article provides information about how to update Project Operations in your Dynamics 365 Finance environment.
Determine your deployment type
This article provides information to help you determine the correct deployment type of Project operations for your company.
Dynamics 365 Project Operations
This article provides information about Dynamics 365 Project operations.