Dynamics 365 Project Service Automation and Dynamics 365

Dynamics 365 Project Service Automation and Dynamics 365 Finance and Operations Better together

Empowerment along the customer journey and across the enterprise $ Opportunity Management Project Planning Resource Management Mobile COO / Practice Director Account Manager Team Collaboration Time And Expenses Partner Manager Customer Billing Service Analytics Global Cloud Project Manager € Resource Manager Team Member Project Accountant

CUSTOMER SERVICE FIELD SERVICE CUSTOMER INSIGHTS SALES OPERATIONS MARKETING $ €

In Market Update

PROJECT SALES 1. 2. 3. 4. RESOURCE MANAGEMENT PLAN PROJECTS Ability to create new pricelists from prior periods after applying a markup Ability to price/cost for time in any unit of time (setup price/cost per day, per week etc. ) Ability to express prices in any currency within a given price list Global and currency agnostic cost price list concept 1. 2. 3. Microsoft Project Add-In with 3. x versions Full screen capability for custom controls Uptake of fluent UC experiences TESA 1. 2. 3. 4. 5. 6. 7. Microsoft Confidential UPDATE PROJECTS INVOICING AND PROJECT FINANCIALS Weekly time entry experience Visualize time entered on non-working days Ability to enter quantity of units when reporting expenses View and manage transactions ready to be invoiced Ability for consultant to recall an approved time/expense entry Ability for project manager to cancel a previous time/expense approval Ability for project manager to bulk adjust approved transactions 6

PROJECT SALES 1. PLAN PROJECTS RESOURCE MANAGEMENT Support for sales orders that have multiple funding sources on the contract TESA 1. 2. Microsoft Confidential: Content is shared under NDA with MVPs INVOICING AND PROJECT FINANCIALS Mobile timesheet app built on Xamarin Reimagined expense entry experience (browser) 7

Vision

Investment Projects Delivery Projects Project Management Grid, Board, Gantt views Task Scheduling Co-authoring Project time, status & approval Issues & risks Resource management Project costing Quotes Contracts Invoices Fees Approvals Organizational Resource Planning Resource-based costing & pricing Organizational Risk Management Expense Management Revenue Recognition Regulatory Requirements Policy Enforcement Materials & Inventory Planning Integration with Manufacturing

ERP Financials Microsoft Power platform Azure Sales and Pricing Project Common Data Service for Apps Data Connectors

Dynamics 365 Project Home My Apps New Dynamics 365 Offering Roadmap 3 Dynamics PSA 365 + Project 1 Project for the web 2 RM TESA URS Planner Key M 365 Services D 365 App Select F&O Entities RM = Resource Management TESA = Time, Expense, Status, Approvals PWA = Project Web Access (aka Project Online) URS = Universal Resource Scheduling CDS = Common Data Service Rev. Rec Invoicing Expense Mktg Sales Care Field

Demo

Unified / Better Together 2019 Release Wave 2 • • Integration of PSA with MS Project on CDS Integration of project operations from PSA with project accounting Future • • Forecasting for materials and tracking their consumption and structural foundation to integrate with inventory Project Budget planning with structural elements to integrate budgets end to end Integration with Office templates for transactional reporting formats such as project invoices Integration with Core HR Analytics and Intelligence 2019 Release Wave 2 • • Updated Power BI templates Automatic expense receipt capture Future • • Project Insights hub Project Team Recommendations Project quotation or proposal insights Vendor insights and recommendation Complete the Functional Core 2019 Release Wave 2 • • Advanced project contracting limits Billing methods by project phases Retainer type of project contracts Separation of project accounting and project billing concepts Fundamentals 2019 Release Wave 2 • • • Increase focus on test automation Rationalize user experiences and interaction patterns between Office and Dynamics 365 Project contract funding limit committed amount detail Future • • • Subcontracting for projects Subscription billing models on project contracts Enhanced expense experiences and a universal time, expense, status and approval application Enhancements to project procurement to multi-customer projects Tax and Discount uptake on invoices and consumptions Future • • • Move to one version Consolidate and rationalize functionality Increased product documentation and training content

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