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How to Configure Organization Units? (Episode 06)

  • Post author:techquantum
  • Post published:March 30, 2020
  • Post category:D365 Project Service Automation (PSA)/Microsoft Dynamics 365

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…

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PSA Process Flow (Episode 04)

  • Post author:techquantum
  • Post published:March 30, 2020
  • Post category:D365 Customer Engagement (CRM)/D365 Project Service Automation (PSA)/Microsoft Dynamics 365

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…

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How to Configure Work Hour? (Episode 07)

  • Post author:techquantum
  • Post published:March 30, 2020
  • Post category:D365 Customer Engagement (CRM)/D365 Project Service Automation (PSA)/Microsoft Dynamics 365

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…

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What is a Project? (Episode 01)

  • Post author:techquantum
  • Post published:March 26, 2020
  • Post category:D365 Customer Engagement (CRM)/D365 Project Service Automation (PSA)/Microsoft Dynamics 365

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…

Continue ReadingWhat is a Project? (Episode 01)
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