How to Setup Cost Price and Sales Price? (Episode 09)
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…
How to Configure Resource? (Episode 08)
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…
How to Configure Organization Units? (Episode 06)
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…
How to Install Project Service Automation (PSA) and Sample Data? (Episode 05)
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…
About Project Service Automation (PSA) (Episode 03)
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…
What is Project Management? (Episode 02)
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…
PSA Process Flow (Episode 04)
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…
How to Configure Work Hour? (Episode 07)
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…
What is a Project? (Episode 01)
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…
How to Bulk Delete the Bulk Delete in Dynamics 365?
The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage by deleting data that you no longer need. But then how do you…