Tag Archives: project service automation

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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