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Hello people, talking about the PSA and if it could be a tool for a client.
The PSA looks like a perfect tool, for example, the project planning and so on internally to track everything, scheduled on so on, but for example, if there are many consultants/customers and stakeholders involved (outside the org, external), is the PSA the right choice? How can we make them involved in the system, is a license needed for each consultant (outside the org) to have a license or in what business cases would you say PSA is a good choice vs not a good choice?
Anyone can be given access to your D365 PSA as long as you set them up as users in your Office 365/D365.
Team Member license is needed only to add time entries/expenses.
You need to read licensing documents from Microsoft if it is fine to set up contractors that way or not. Some companies might do.
I hope it helps.
It is highly dependend what functionalities those users should have in the system. To work together with People outside the own organization mainly two options exist:
- Assign a License and give them access to the system (i.e. Team Member is enough if they should only see their Bookings and Track Time)
- Use a Microsoft Portal to provide Data (i.e. for the Stakeholder for the Customer)
The License at the end is depending on the Licensing Guide. We have implemented several variations of that, but I would say PSA is "working" Plattform. Deliverables (like Project Status Reports) can be provided in an other way. PSA is not a collaboration Plattform (like Teams), but can be integrated.
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