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Upgrading from PSA to Project Operations in upgrade Phase 2

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Dynamics 365 Project Operations

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Nov 18, 2022

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  • The Phase 2 upgrade from Dynamics 365 Project Service Automation (PSA) to Dynamics 365 Project Operations will be available in November 2022.
  • The Phase 2 upgrade is specifically designed for scenarios where a work breakdown structure (WBS) is within the supported limits of Project for the web in Project Operations.
  • The Phase 3 upgrade, planned for the future, will focus on scenarios where a WBS is outside the supported limits of Project for the web in Project Operations.
  • The upgrade process for Phase 2 is similar to the Phase 1 upgrade, starting with installing the Microsoft Dynamics 365 Project Operations solution in a selected environment.
  • Errors during the upgrade can be identified in the Power Platform Admin Center (PPAC) and the upgrade logs in the PSA/ProjOps model-driven application.
  • Data validation, scheduling, and the ProjectService solution are upgraded in the process.
  • Detailed information about upgrade errors can be found in the Upgrade Run, Upgrade Version, and Upgrade Step tables.
  • Individual projects need to be converted to use Project for the web after the ProjOps upgrade is complete, and basic project information should be documented before the conversion.

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