I got some hands around to play with the reconciliation view in PSA v3. You remember my previous blog that talked about “Booking resource on a project task or a service ticket” (Link for the blog for your reference https://community.dynamics.com/365/projectserviceautomation/b/d365psacloudfronts/archive/2018/06/07/booking-resource-on-a-project-task-or-a-service-ticket-in-psa) That is something like what V3 Schedule and Reconciliation together offers us. The only missing … Continue reading Reconciliation view & Scheduling a resource in PSA V3
Booking resource on a Project Task or a Service Ticket in PSA
PSA doesn’t have the capability OOB to do the allocation’s over the task. This means the resource booked are booked for a project and we cannot identify what task they are going to perform or are booked for. This is the real time scenario which a PM regularly comes up with while allocating. To this … Continue reading Booking resource on a Project Task or a Service Ticket in PSA
PSA – Import project lines from WBS Pre-Requisites
We often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good. To my surprise they all appear to be good. Following two things needs to be ensured to import project lines … Continue reading PSA – Import project lines from WBS Pre-Requisites
Raise and expense entry for a Fixed Bid Project in D365 PSA
Let’s consider a scenario where we need to raise an expense entry for a Fixed Bid project. PSA by definition does not charge for expenses. If you want to have fixed price for the project and expense to be charged for other things, you need to do it via adjusting the contract. Follow the steps … Continue reading Raise and expense entry for a Fixed Bid Project in D365 PSA
Error while qualifying a Lead in D365 PSA
Frequently we get an error while we try qualifying a lead in PSA you get an error, "OrganizaionServiceFaultSyste,.ServiceModel.FaultException'1.........................." It also says, Parameter name: You must select a PriceList before Saving. The solution to that issue is as per below. We had to write a small script to set a default PriceList on the Load of … Continue reading Error while qualifying a Lead in D365 PSA
Dynamics 365 PSA setup and user guide
This is the post excerpt.
D365 Feeds 