Tag Archives: psa

How to Create Project Contract? (Episode 14)

Posted on May 3, 2020 by Paresh Sharma

This in continuation to Episode 11 and Episode 12, where we had discussed how to create a Quote and a Project, respectively. If you are reading this episode directly, I would recommend you to have a look at those episodes … Continue reading →

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How to Use MS Project to Manage Schedule (WBS)? (Episode 13)

Posted on May 3, 2020 by Paresh Sharma

Prerequisites To be able to use MS Project to manage Schedule (WBS), there are certain prerequisites: You need to have Project Service Automation (PSA) subscription. You need to have MS Project installed in your system. To know how to get … Continue reading →

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How to Create Project With Schedule (WBS)? (Episode 12)

Posted on April 29, 2020 by Paresh Sharma

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 →

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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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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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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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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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