Joe Griffin PSA Configuration Powerthon 365Saturday

Setting up Project Service Automation Configuration 101

Project Service Automation PSA for Dynamics 365 helps organisations deliver projects on time and on budget. In this session Joe Griffin will address how to setup and deploy PSA in Dynamics 365 so that your a setup for a successful project. Their are base configurations such as Currencies, Exchange rates, Transaction Categories, Billing Types, Resources, Price lists, Organisational Units, Project Parameters such as default options used by PSA for calculations that need to be configured. Sales Processes such as One Opportunity for multiple quotes, Orders VS Project Contracts, Project Templates, Project Desktop App, Soft and Hard Resource Booking strategies, Resource tasks and role of Journal entries for Actuals!

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