The customers integration option provides users the ability to integrate customer data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The customers created in Project Service Automation application (PSA) will have to be first integrated into Microsoft Dynamics 365 for Finance and Operations.
When the user would like to create a Project Service Automation application (PSA) customer intthe Microsoft Dynamics 365 for Finance and Operations, users have to run the integrations either for an individual record or using batches.
