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.
Introduction
| 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. |
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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. |
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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. |
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Project Management
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Other / Customization
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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. |
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NEIL PARKHURST 
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