Category Archives: D365 Project Service Automation (PSA)

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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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 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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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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