Dynamics 365 Project Service Automation version 3: What can we expect of the new Unified Client Interface only version of PSA

Antti Pajunen, Innofactor Oyj
Lähde: Innofactor Oyj

Microsoft released a video of the Business Applications Spring 2018 Release a while back. The final 24 or so minutes of this 1 h and 6 min long video include a very nice part about version 3 of Dynamics 365 Project Service Automation by Elliott Ichimura and Rupa Mantravadi as they go over the new features of V3 through a demo. Quick eyes catch the new features and improvements but if you’re fairly new to PSA, some nuances might escape you. Let’s summarize the video in 10 points. You can find this official video, released by Microsoft, at the bottom of this post.

1. UCI only

The reality is that both PSA and Field Service will indeed be apps leveraring the Unified Client Interface. Bye bye to the traditional web client!

2. Warp Drive Mr. Scott

The UCI is really fast and smooth on the video. Especially the Schedule load times are impressive!

3. Pricing dimensions

Pricing dimensions can added by customizing Dynamics 365 Customer Engagement to affect sales and cost prices based on desired variables.

4. Time and Expense entry experience

The ”calendar view” is deprecated. Time and Expense entries are now done using regular customizable forms. If you have used the Project Resource Hub in 9.0 then you are familiar with the experience. See the custom Resource Work Location and Work Hours fields that leverage multidimensional pricing?