Tag Archives: d65

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 →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged , , , , , | Comments Off on What is Project Management? (Episode 02)

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 →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged , , , , , | Comments Off on About Project Service Automation (PSA) (Episode 03)

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 →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged , , , , , | Comments Off on How to Install Project Service Automation (PSA) and Sample Data? (Episode 05)

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 →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged , , , , , | Comments Off on PSA Process Flow (Episode 04)

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 →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged , , , , , | Comments Off on What is a Project? (Episode 01)