How to Use MS Project to Manage Schedule (WBS)? (Episode 13)
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…
How to Sign Up for MS Project Trial? (Prerequisite for PSA Ep13)
Microsoft Project Perform the following tasks to sign up for Project Online Essentials Trial: Login to https://portal.office.com Open the catalog: https://admin.microsoft.com/AdminPortal/Home#/catalog Scroll to find Project Online Essentials: Click to Open…
How to Create Project With Schedule (WBS)? (Episode 12)
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…
How to Create Project Opportunities? (Episode 10)
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…
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…
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…
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…
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…
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…