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Should I go straight for a 3.X production deployment or should I start with the current 2.4 version ?
Some context :
I need to modernize the project management capabilities of a small company (~50 employees) that does custom woodworking projects.
The lifecycle of a project is typically very short, from 2 weeks to a few months.
The sales process is fairly standard: quoting, production, installation and invoicing (at end of month based on progress).
The company has something like 20 to 80 projects in it's pipeline at any given time.
Projects consist of 1 or more pieces/cabinets/elements that each has to go through several steps (drawing,cutting, assembly, delivery, installation) ...
Eventually I would like the company to compare Estimates vs Actuals.
I am rather experienced with "CRM" (mostly did some custom implementations) but new to PSA.
I have been looking at the manuals but some of them are for version 3.x and others for version 2.X. This suggests that version 3.x is just around the corner.
Wait for version 3.
However do NOT install version 2, because currently there is no upgrade path from version 2 to version 3 (it will become available within next couple of months hopefully).
If you create a new test instance, PSA version 3 should be available. This this may however depend on the geographical location of your instance. I guess you could try talk to Microsoft Support to make sure that your instance is created in a zone where PSA version 3 is available.
Learning PSA takes a little while... Some statistics. There are 454 entities in D365 CE by last count. The System solution (all your user and connection entities) contains 168 entities. All your Sales, Marketing, Customer Service and other solutions together contain 97 entities. Field Service, Project Service and Universal Resource Scheduling together contain 189 entities.
You can look at similar statistics for plugins, workflows and other components and they will tell you the same that Field Service, Project Service with URS together contain twice as many components as Sales, Marketing and Customer Service combined. Please bear in mind that when numbers of components grow, complexity of the system grows exponentially.
Happy to help with other questions.
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