How to upgrade Dynamics 365 PSA to PO

If you've successfully worked with Dynamics 365 Project Service Automation before and want to keep the momentum going, we highly recommend upgrading to Dynamics 365 Project Operations as soon as possible.
Assessing effort complexity

Assessing effort complexity

An assessment of the effort's complexity that lies ahead

Customized upgrade path

Customized upgrade path

An upgrade path tailored to your business's specific requirements

Seamless upgrade

Seamless upgrade

A smooth and seamless upgrade to Project Operations without disruptions

Post-upgrade support

Post-upgrade support

Guidance and support throughout the entire upgrade process, from pre-upgrade to post-upgrade

Stages of migration

Stage 1

First, let’s assess and analyze your existing PSA solution.

Stage 2

Second, we’ll lead you through a smooth transition from Dynamics 365 PSA to PO.

Stage 3

And third, we offer you a helping hand until you’ve fully settled into your new, yet familiar PO solution!

upgrade phases

Preparation

What we offer:
You’ll receive a ready-to-use dashboard within your Dynamics 365 application at a fixed price.

What you get:

  • An assessment of the scope of the upgrade
  • Detailed information on the necessary preparations (data validation, documentation)
  • Detection of potential errors
Upgrade

What we offer:
proMX provides a stress-free upgrade to Project Operations.*
* Includes post-upgrade support

What you get:

  • A smooth upgrade process
  • Conversion and migration of existing projects
  • Monitoring of the upgrade process by proMX
Support

What we offer:
After a successful upgrade, proMX offers comprehensive support and expertise.*
* Includes upgrade

What you get:

  • Familiarization with PO
  • Finetuning and tweaking if necessary
  • Any further support needed
We’re committed to assisting you the best way possible and ensuring you a stress-free upgrade!
Let’s talk!

Why choose proMX?

50+
PSA projects
50+
PO projects
25+
proMX products for PSA & PO
20+
years of experience

Any questions?

I would be pleased to answer any queries you have.
Marina Proskurovska
Marina Proskurovska
International Sales

Find out how we can help transform your business with
Microsoft Dynamics 365 and proMX apps.

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