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Dynamics 365 Community / Blogs / Microsoft Dynamics CRM and Unified Service Desk / PSA – Complete Guide

PSA – Complete Guide

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Neil Parkhurst Profile Picture Neil Parkhurst 10,727 User Group Leader

Recently I’ve been creating a series of blog posts that describe the features of Project Service Automation (PSA) for Microsoft’s Dynamics 365. In this post, I will list all of my posts, eventually creating a complete guide to PSA. (So please check back as I will continue to add to this collection!)

Introduction

Item Details
PSA Overview An overview of PSA.
The Sales Cycle An overview of the sales cycle for PSA, including the importance of opportunities and quotes.

Sales Cycle Detail

Item Details
Opportunities In this post, I explain the role of the opportunity entity in a PSA project and also how it relates to cost and sales price lists.
Quotes (High Level Estimates) A description of how quotes are created from opportunities. And also, how quote lines are used to enter the customer budget and then how details can be associated to build a high-level estimate.
Quotes (Estimates Projects) How to create a project to build a detailed estimate.
Project Contract A description of how we create a project contract from a quotation and progress the draft contract to a confirmed contract.
Cost Price Lists An explanation of cost price lists in PSA. (Including organizational units.)
Sales Price Lists An explanation of sales price lists in PSA.
Quantity Factors Quantity factors can be used in the product catalog to define properties that impact the total quantity.

Resource Management

Item Details
Resource Management How to find and book resources for a project.
Centralised Resource Management How to utilise resource management in a centralised scenario when the Project Manager will need to request resources from a Resource Manager.
Team Concepts An overview of the concepts behind project teams.
Generate Project Teams How to automatically get PSA to show how many resources and of what roles are needed to deliver the project.
Resource Utilization How to set targets and report on resource utilization.
Project Finder A description of how resources can use the project finder app to search for and apply for work.

Project Management

Item Details
MS Project and PSA Details on how MSProject integrations with Project Service Automation.
Timesheets How to enter timesheets and approve to update project actuals.

Filed under: Project Service Automation (PSA) Tagged: Dynamics 365, Project Service Automation

This was originally posted here.

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