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Project Service Automation Videos
Dynamics 365 Project Service Automation: Video blog covering Price Lists in PSA

Tested on: Dynamics 365 version 9.0 Project Service Automation solution version 2.3.0.33 Price Lists play an important part in Dynamics 365 Project Service Automation. They contain the Sales and Cost prices of the different Resource Roles as well ...

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Project Service Automation
Dynamics 365 Project Service Automation: Video blog covering resource bookings in PSA

Tested on:Dynamics 365 version 9.0 After a Project Contract and a Project have been set up, it’s time to book resources for our Project’s tasks. This video blog covers resource bookings in Dynamics 365 Project Service Automation and w...

apa 8,280
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Project Service Automation
Dynamics 365 Project Service Automation: Video blog covering Projects in PSA

Tested on:Dynamics 365 version 9.0 Projects are a container for work in Dynamics 365 Project Service Automation. They contain information about Project Team Members, Resource Requirements, Project labor tracking as well as Project estimates. Proj...

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Project Service Automation
Dynamics 365 Project Service Automation: Actuals – Part III, video blog covering how Actuals are formed

Tested on: Dynamics 365 version 9.0.2, web client Continuing my article series on Actuals in Dynamics 365 Project Service Automation, I thought the best way to describe how they are formed is by making a video blog of the Time Entry approval and ...

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Project Service Automation
Dynamics 365 Project Service Automation: Vlog on closing a Project Contract

Tested on: Dynamics 365 version 9.0.2 (classic web client) I had an interesting discussion with a fellow D365 CE consultant Youngha Kim about Project Contracts. He mentioned about a business requirement he had to close a Project Contract when rel...

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Project Service Automation Videos
Dynamics 365 Project Service Automation: Video walkthroughs of PSA’s basic settings

Applies to: Dynamics 365 CE version 9.0.2, PSA solution version 3.x, Unified Client Interface Basic settings for Dynamics 365 Project Service Automation have remained the same with the introduction of version 3 of PSA in the summer of 2018. I have...

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Project Service Automation Videos
Dynamics 365 Project Service Automation: Vlog covering Bookings and Assignments in PSA V3

Tested on: Dynamics 365 version 9.2, PSA solution version 3.1, Unified Interface Version 3 of Dynamics 365 Project Service Automation has changed the way bookings and assignments work in PSA. As they are now only loosely coupled, Project Managers ...

apa 8,280
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Project Service Automation Videos
Dynamics 365 Project Service Automation: Video blog covering Price Lists in PSA

Tested on: Dynamics 365 version 9.0 Project Service Automation solution version 2.3.0.33 Price Lists play an important part in Dynamics 365 Project Service Automation. They contain the Sales and Cost prices of the different Resource Roles as well ...

apa 8,280
LikeLike (0)
Project Service Automation
Dynamics 365 Project Service Automation: Video blog covering resource bookings in PSA

Tested on:Dynamics 365 version 9.0 After a Project Contract and a Project have been set up, it’s time to book resources for our Project’s tasks. This video blog covers resource bookings in Dynamics 365 Project Service Automation and w...

apa 8,280