PSA – Complete Guide

Recently I’ve been creating a series of blog posts that describe the features of Project Service Automation (PSA) for Microsoft’s Dynamics 365. In this post, I will list all of my posts, hopefully creating a complete guide to PSA.


Item Details
PSA Overview An overview of PSA.
The Sales Cycle An overview of the sales cycle for PSA, including the importance of opportunities and quotes.


Sales Cycle Detail

Item Details
Opportunities In this post, I explain the role of the opportunity entity in a PSA project and also how it relates to cost and sales price lists.
Quotes (High Level Estimates) A description of how quotes are created from opportunities. And also, how quote lines are used to enter the customer budget and then how details can be associated to build a high-level estimate.
Quotes (Estimates Projects) How to create a project to build a detailed estimate.
Project Contract A description of how we create a project contract from a quotation and progress the draft contract to a confirmed contract.
Cost Price Lists An explanation of cost price lists in PSA. (Including organizational units.)
Sales Price Lists An explanation of sales price lists in PSA.
Quantity Factors Quantity factors can be used in the product catalog to define properties that impact the total quantity.


Resource Management

Item Details
Resource Management How to find and book resources for a project.
Centralised Resource Management How to utilise resource management in a centralised scenario when the Project Manager will need to request resources from a Resource Manager.
Team Concepts An overview of the concepts behind project teams.
Generate Project Teams How to automatically get PSA to show how many resources and of what roles are needed to deliver the project.
Resource Utilization How to set targets and report on resource utilization.
Project Finder A description of how resources can use the project finder app to search for and apply for work.


Project Management

Item Details
Work Breakdown Structure Project Work breakdown structure explained.
Project Tracking Project tracking view explained.
MS Project and PSA Details on how MSProject integrations with Project Service Automation.
Timesheets How to enter timesheets and approve to update project actuals.
Expenses How to enter and approve expenses.


Other / Customization

Item Details
Data Model The PSA data model explained.
PSA Dashboards The PSA out of the box dashboards explained.
Invoicing – Part One Invoicing part one, details on what is involved in invoicing. Including the role of the project contract.
Invoicing – Part Two Invoicing part two, how to create and edit invoices.


Video Guide

Video Description
PSA – Episode One In this first episode I give a high level explanation of the capabilities of PSA and then continue to describe the process of creating an opportunity and quotation for a project based engagement.
PSA – Episode Two In this second episode I explain how to create a project plan within PSA. And also how we can integrate with Microsoft Project 2016.
PSA – Episode Three In this third episode I explain project contracts.
PSA – Episode Four In this fourth episode I will review how to build and resource your project team. Including three scenarios for resource selection. (Hard book, centralised resource management and applicants applying via the Project Finder App.)
PSA – Episode Five In this fifth episode I explain how resources can complete time sheets and submit expense claims. Plus how the project manager can then approve these to update actuals against the project.
PSA – Episode Six In this sixth episode I explain how we create, amend and confirm invoices.


7 thoughts on “PSA – Complete Guide

  1. Thanks Neil! Your Notes are an excellent resource for anyone who is looking forward to clearing the relevant certifications. The video guide is a good addition.

    Liked by 1 person

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