Microsoft crm 2016 download trial6/30/2023 ![]() ![]() You'll notice there is quite a bit of content within this menu item that is specific to Project Service Automation. If you have not yet installed it, check out our one-minute video on the Success Portal by xRM to learn how to install the trial CRM project service automation solution.Īfter installing, it will appear as an additional tile within your CRM menu (shown below). There is enough going on here with this solution that we will break this topic into three parts - this post is Part 1. No longer.įor service-based companies looking for a Project Management module within their CRM, this solution is a pretty impressive, in that it offers a fairly comprehensive set of functions to aid sales, project management, and delivery teams in delivering billable projects on time, while working efficiently and staying within budget. As most of us in this space know, it's been a frequent request, and has often been met by bolting on third-party solutions. By now, you have probably already heard that Project Service Automation (PSA) is a new solution offered in the Microsoft Dynamics CRM Online 2016 Update 1.
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