Microsoft Dynamics 365 for Project Service Automation

Set up an enterprise ready power BI solution for practice, resource and account management against your Dynamics 365 for Project Service Automation instance in a few hours. Start with the pre-built content and model and extend it to fit your organization’s needs.

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Enterprise-ready professional service management analytics

The Microsoft Dynamics 365 for Project Service Automation solution template contains everything needed for secure, scalable and extensible dashboards for Practice Management, Resource Management and Account Management. In just a few hours, you can stand up an end-to-end solution using the Dynamics 365 Data Export Service, a SQL Azure data store, and polished Power BI reports (including a security model derived from your own Dynamics 365 instance).

Practice Management for Dynamics 365 for Project Service Automation solution template

  • Get started quickly with a pre-built data model for Dynamics 365 for Project Service Automation.
  • Build dashboards from pre-built reports for Practice Managers, Resource Managers and Account Managers.
  • Practice Management reports cover Gross Margin, Sales, Revenue, Cost, Hours and Utilization and Practice Performance.
  • Resource Management reports cover resource and role utilization, forecasts and resource demand.
  • Account Management reports cover sales, sales pipeline, billings, contract performance and customer performance.
  • Extend the data model and modify the reports to meet your organizations specific needs.
  • Use an intuitive wizard based UI to setup and customize data integration.
  • Gain enterprise grade performance by processing large data volumes from Dynamics 365 using the Data Export Service.
  • Optimize data integration with incremental data extraction capability of the using the Dynamics 365 Data Export Service.

Everything is freely available on GitHub and completely documented so you can spend your time customizing the end results instead of designing and coding from scratch.

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