Dynamics Project Service Automation (PSA)

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 […]

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

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 PSA Data: Blog 9: Invoice Frequency

Transaction Category Price is not on the PSA site map as standard. Use Advanced Find to locate the entity details. Microsoft Dynamics PSA: Invoice Frequency is an entity in Project Service that stores the attribute values that help to express the frequency of invoice creation. The following are the attributes for expressing Invoice Frequency in […]

Understanding PSA Data: Blog 10: Currency & Exchange Rates

Microsoft Dynamics PSA Currency Exchange Rates On setup of the system several currencies will be loaded into the system. Unless trading in many currencies, eBECS suggests manually setting up currencies and exchange rates. Settings > Business Management > Currency PSA does not include functionality to be able to capture live exchange rates, these exchange rates […]

Understanding PSA Data: Blog 12: Bookable Resources

Microsoft Dynamics PSA Bookable Resources Bookable resources are the physical resources that can be booked to a project and WBS project tasks. To create a bookable resource, a user/contact/account record must already be created and this can only be done per individual i.e. one user cannot have two bookable resource records. Example Bookable Resource A […]

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