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Applies to:Dynamics 365 CE version 9.0.2, PSA solution version 3.x, Unified Client Interface
Basic settings for Dynamics 365 Project Service Automation have remained the same with the introduction of version 3 of PSA in the summer of 2018. I have previously written a checklist for basic settings which you can find here. With V3 of PSA, some of the settings are configured on the classic web client and some on the Unified Client Interface. To clarify PSA's settings, I have compiled them on six videos, which you can find on this blog post.
Additional resources related to Price Lists:PSA whitepapers by MicrosoftDeep dive to Price Lists in PSA
Additional resources related to Work Hours Templates and Project Templates:Setting a new Template Resource for a Work Hours Template
Disclaimer:All my blog posts reflect my personal opinions and findings unless otherwise stated.
Wow. Great effort and thoughts put into this post. Thank you.
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