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Understanding PSA Data: Blog 1: Welcome and Organizational Units

Microsoft Dynamics 365 Project Service Automation (PSA) is an app provided as part of the Dynamics 365 suite. The app has a lot of functionality and can be used as standard. However, to use it as standard, you need to understand all the data that is driving the functionality in PSA. This Blog Series is […]

Understanding Microsoft Dynamics PSA Data: Blog 2: Bookable Resource Category (Roles)

Resource role is a term used in Professional Services Automation Industry space as a set of skills, competencies and certifications that a person is required to perform a set of tasks on a project. Essentially, these roles will be matched to tasks in a WBS and a resource who can fulfil the role will be […]

Understanding Microsoft Dynamics PSA Data: Blog 3: Characteristics (Skills)

Enter each skill so you can associate it with resource roles and resources later. Skills are associated to roles, proficiency model (essentially a rating) and to individual resources. A resource can have multiple skills. Example Skills The importance of Skills in PSA Skills are used in several ways in PSA: Booking requests are driven off […]

Understanding Microsoft Dynamics PSA Data: Blog 4: Unit Groups & Unit of Measure (Unit)

Microsoft Dynamics PSA Data: Unit Groups & Unit of Measure (Unit)These two imports are required for the unit groups used by price lists and transaction categories. Understanding the importance of Unit Group and Unit is best understood with examples. Example: Time For example, a unit group of Time is typically imported for recording timesheet entries […]

Understanding Microsoft Dynamics PSA Data: Blog 5: Price List

Microsoft Dynamics CRM PSA Price Lists are used for both products and projects in Dynamics 365. Price List define charges for a product or service. Multiple price lists can exist so that you can maintain separate price structures for different regions you sell your products or services in, or for different sales channels. Example PSA […]

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