How to Create Project Contract? (Episode 14)
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…
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…
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…
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…
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…
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…
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…
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…
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 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…
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…