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

Posted by Brad Chuck on 18 Sep, 2017.

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)

Posted by Brad Chuck on 19 Sep, 2017.

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

Posted by Brad Chuck on 20 Sep, 2017.

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 […]

Understanding PSA Data: Blog 6: Associate Cost Price Lists with Organizational Units

Posted by Brad Chuck on 21 Sep, 2017.

Microsoft Dynamics PSA: When Price Lists have been imported, it is important to then associate any Cost Price Lists with the relevant Organizational Units that have been set up as outlined in the above section. This can be done by navigating to the Organizational Unit form and adding your Price List to the Cost Price […]

Understanding Microsoft Dynamics 365 PSA Data: Blog 7: Transaction Categories & Expense Categories

Posted by Brad Chuck on 19 Feb, 2018.

Understanding Microsoft Dynamics 365 PSA Data: Transaction Category Price is not on the PSA site map as standard. Use Advanced Find to locate the entity details. Transaction Category Pricing defines if an expense is going to be charged onto a customer at cost or with a percentage increase. Example Transaction Category Price For each unique […]

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