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Monthly Archives: April 2020
How to Sign Up for MS Project Trial? (Prerequisite for PSA Ep13)
Microsoft Project Perform the following tasks to sign up for Project Online Essentials Trial: Login to https://portal.office.com Open the catalog: https://admin.microsoft.com/AdminPortal/Home#/catalog Scroll to find Project Online Essentials: Click to Open it. Click on the option Get Free Trial. On the … Continue reading
Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365
Tagged automation, continue, crm, D365, dynamics365, free trial, license, microsoft dynamics365, microsoftdynamics365, ms project, prerequisites, project, project online essentials, project service automation, psa, schedule, service, signup, try now, user, wbs
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How to Create Project With Schedule (WBS)? (Episode 12)
If you have been following the blog post, by now you would be familiar with creating an opportunity and quotation. Now let’s see how you can create project and define schedule or work break down structure. Whenever you are creating … Continue reading
How to Create Project Opportunities? (Episode 10)
Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to implement Business Central. Adventure Works contacts Tech Quantum – AU and share their requirements. Add Product based and Project based … Continue reading
Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365
Tagged create, crm, dynamics, how to, microsoft dynamics 365, project opportunities, project service automation, psa
Comments Off on How to Create Project Opportunities? (Episode 10)