Recently I’ve created a series of videos aimed at anyone trying to understand the basics of Project Service Automation (PSA) for Microsoft Dynamics 365. Think of this post as the box set for that series! As, its a collection of the episodes that make up the entire series.
|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.|
I hope these videos have helped shed some light onto PSA, I am impressed with some of its features and hope you enjoy using it.