Author Archives: Paresh Sharma

How to Create Project Opportunities? (Episode 10)

Posted on April 1, 2020 by Paresh Sharma

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 →

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How to Setup Cost Price and Sales Price? (Episode 09)

Posted on March 30, 2020 by Paresh Sharma

Cost Price Cost Price is the cost incurred by your organization. For your Organization Unit, you can define Cost Price per Resource. It determines what resource cost is going into a project which will ultimately be used for determining profitability … Continue reading →

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How to Configure Resource? (Episode 08)

Posted on March 30, 2020 by Paresh Sharma

When you install Dynamics 365 for Project Service, Resource Scheduling is also enabled that allows you to manage resources. Resource Management Includes: Working Hours Resource Skills Resource Roles Target Utilization Characteristics Scenario: For Tech Quantum – AU we are implementing … Continue reading →

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How to Configure Work Hour? (Episode 07)

Posted on March 30, 2020 by Paresh Sharma

Every resource has work hours defined in Dynamics 365, i.e. how many hours a resource will be working for an organization. You can set the working hours in a Work Hour Template which will be used in Projects. It defines … Continue reading →

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PSA Process Flow (Episode 04)

Posted on March 30, 2020 by Paresh Sharma

Following is the process flow that you can follow in Project Service Automation: Project Opportunity Here you register warm leads that are interested in your project services. Here you define product and project related information. For example if you are … Continue reading →

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How to Configure Organization Units? (Episode 06)

Posted on March 30, 2020 by Paresh Sharma

Let us first understand what are Organization Units: Organization Units represent different offices your company may have.For example, you may have offices in US, UK and India. In that case you will be creating three organization units as each unit … Continue reading →

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How to Install Project Service Automation (PSA) and Sample Data? (Episode 05)

Posted on March 30, 2020 by Paresh Sharma

Download Sample Data Use the following link to download Dynamics 365 for Field Service and Project Service Automation Sample Data: https://www.microsoft.com/en-us/download/details.aspx?id=56050. Run the Executable file to extract the package Extract the Package to for its contents NOTE: Read the System … Continue reading →

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About Project Service Automation (PSA) (Episode 03)

Posted on March 30, 2020 by Paresh Sharma

About PSA Project Service Automation (PSA) provides an end-to-end project management capabilities to teams who are execution projects. PSA is built on Microsoft Dynamics 365 Framework. Almost all kind of projects can be managed using PSA. You can access PSA … Continue reading →

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What is Project Management? (Episode 02)

Posted on March 30, 2020 by Paresh Sharma

Project Management is the application of Knowledge, Skills, Tools and Techniques to Project Activities to Meet Project Objectives.   – By PMI )Project Management Institute). The statement above is the definition of a Project Management by Project Management Institute. Let … Continue reading →

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What is a Project? (Episode 01)

Posted on March 26, 2020 by Paresh Sharma

A Project is a Temporary Endeavour undertaken to create a Unique Product, Service or Result. – By PMI )Project Management Institute). The statement above is the definition of a Project by Project Management Institute. Let us understand few words from … Continue reading →

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