PSA – Avoiding Common Mistakes

Please follow below points to avoid the most common mistakes many Dynamics CRM users, specially beginners, make when using Project Service Automation:

1. Use Correct Forms

   Dynamics 365 can offer multiple forms for each entity and when using PSA side of things, you must use correct forms. Example: When creating a new opportunity, switch to “Project Information” form (if not already selected).

   

2. Enable Resource Sign-Up

   In “Project finder” mobile app, the users can self-apply for matching project positions that are open. For such positions to appear in the app, you must enable resource sign-up feature on those projects.
   

3. Set Correct PSA Parameters

   In the same mobile app there is a feature where project resources can add/update their skills. For that to work, first, you must set the correct PSA parameters.

   

   

    

4. Set Project Approver

   When a project is active, all the project time entries are approved by an approver. So while creating Project-teams, you must set (at least) one of the team members as “Project Approver”.

   

    

5. Side-notes for Time Entries

   You can make optional side notes and attachments to a project time entry that adds alot to it. For those notes to be included properly, you must add them while the entry is still in draft state.