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I would like to know what is the best way to implement a PSA module for an organization that is using the Sales Hub module for quite a long now. Is there any roadmap that I can follow for a smooth implementation?
Also, what are the best practices in this kind of scenario? And how we can integrate the Sales Hub with PSA?
I need some help in this regard as this is going to be my first PSA implementation. So any suggestions or recommendation is highly appreciable.
This is a pretty large question with no single right answer. You could start start by looking you customer's sales to delivery processes, as they already seem to use D365 for sales force automation. If they are a professional services organization, I'd look at a possibility of running a sales to delivery to invoicing process in PSA. That could be one angle.
I'd also evaluate whether your customer has a focus on project financials vs managing projects in general vs both of those approaches. I've written something around this back in 2018:daytodaydynamics365.com/.../
Matthew Lazowski and Gupta Kuldeep both have experience in implementing PSA so maybe they could share their thoughts as well.
We have been through this; we started using Dynamics CRM in 2013 for sales and implemented PSA in 2017/2018. It's been an interesting journey, there are many traps and corners to be avoided and what we have ended up with now is this:
So the starting point I would suggest is to ask if the requirement is for one integrated system, or essentially two separate systems operating on one platform. If integrated there is a lot of work to be done understanding and addressing the overlaps and training people on how to use it properly. If separate systems I would be tempted to run two separate instances, one for the 'sales hub' and one for project service.
And of course now we are waiting for the 'next big release', due any day now, which will once again turn PSA on it's head and make all users and customers learn all over again. Call me cynical but the old days of self-managed on-prem solutions that were stable for years has some advantages!
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