MS DYNAMICS 365 – PROJECT SERVICE AUTOMATION

Project Service Automation automation capabilities in Microsoft Dynamics 365 (online) provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Microsoft Dynamics 365 for Project Service Automation automation helps you:

  • Estimate, quote, and contract work
  • Plan and assign resources
  • Enable team collaboration
  • Capture time, expense, and progress data for real-time insights and accurate invoicing

Click the below image go watch the Solution Capability

PSA - DDEMO

Project-based contracts

Project-based contracts relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.

Project planning

Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

Resource management

Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Time, expenses, and collaboration

Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.

Project billing

Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

The User Guide for Project Service is available by clicking below image

PSA CRM

 

 

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13 Career Tips I Wish I Had Received at 22

If I could go back in a time machine and talk to my younger-self, this is what I would say

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Do not work for people who you do not respect or do not trust. Work for people who you like and who you can learn from.

Do not work in places driven by corporate politics. They will fail anyway and take you with them.

Do not put up with BS and dishonesty. Full Stop.

Do not be afraid to speak for yourself or for your team. Life is full of 2nd chances, but here is where you may not get a second chance. If you can not speak up without putting your career in jeopardy, you are in a wrong job.

Of all the faults, fear is one of the worst. Fear to say what is right, to do what is proper, to try something new, to speak the truth.

Career is a marathon run – persistence, determination and hard work.

People are not commodities. Respect them, Trust them.

You are as good as your team. It is not what your team can do for you, it is what you can do for your team.

Opposing opinions and negative feedback are very valuable ! Positive feedback makes us feel good, negative feedback makes us learn. Never stop learning.

Worry saps the energy of today without contributing anything to tomorrow.

 Your loved ones and your health are more important than your work. To succeed at work and to fail at home is to fail completely. Jobs come and go, loved ones are for life.

Life is too short not to do what you love.

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It is much easier to give advice then to follow it.

Which is why I would stop here by saying to my younger self –

“If there is one thing to take away, it is this one.

Do not let setbacks to ever discourage you from moving forward, from trying new things, from making new friends.

Never stop believing in yourself“.


COURTESY : https://www.linkedin.com/in/vishnepolsky/

Training Courses : Dynamics 365 Enterprise Edition (DAX 7, D365O)

DLP

Microsoft have been releasing new Dynamics 365 training material at a fast pace on the Dynamics Learning Portal. Many new courses and exam preparation guides have been made here is the new list of all the Dynamics 365 Enterprise training resources.

COURSE LIST 

80956AE: Retail Basic Architecture and Navigation in Microsoft Dynamics 365 for Operations
80957AE: Retail Organizational Modeling in Microsoft Dynamics 365 for Operations
80958AE: Retail Channels in Microsoft Dynamics 365 for Operations
80959AE: Retail Core Prerequisite Configuration and Parameters in Microsoft Dynamics 365 for Operations

80960AE: Retail Sales Tax in Microsoft Dynamics 365 for Operations
80961AE: Retail Payment Management in Microsoft Dynamics 365 for Operations
80962AE: Retail POS Setup in Microsoft Dynamics 365 for Operations
80963AE: Retail POS Design in Microsoft Dynamics 365 for Operations
80964AE: Retail Workers and Security in Microsoft Dynamics 365 for Operations
80965AE: Loyalty Management for Retail in Microsoft Dynamics 365 for Operations
80966AE: Retail Gift Cards in Microsoft Dynamics 365 for Operations
80967AE: Retail IT Functions and Configuration in Microsoft Dynamics 365 for Operations
80968AE: Retail Reporting in Microsoft Dynamics 365 for Operations and Inquiries
80969AE: End of Day Operations for Retail in Microsoft Dynamics 365 for Operations

80970AE: Workflow Configuration for Retail in Microsoft Dynamics 365 for Operations
80971AE: Retail Units of Measure in Microsoft Dynamics 365 for Operations
80972AE: Using Product Variants for Retail in Microsoft Dynamics 365 for Operations
80973AE: Retail Barcodes and Labels in Microsoft Dynamics 365 for Operations
80974AE: Retail Category Hierarchies in Microsoft Dynamics 365 for Operations
80975AE: Released Products and Catalogs in Microsoft Dynamics 365 for Operations
80976AE: Retail Assortments in Microsoft Dynamics 365 for Operations
80977AE: Modes of Delivery for Retail in Microsoft Dynamics 365 for Operations
80978AE: Retail Pricing and Discounts in Microsoft Dynamics 365 for Operations
80979AE: Retail Vendor Catalogs in Microsoft Dynamics 365 for Operations

80980AE: Replenishment Setup for Retail in Microsoft Dynamics 365 for Operations
80981AE: Replenishment Processing for Retail in Microsoft Dynamics 365 for Operations
80982AE: Retail Product Kits in Microsoft Dynamics 365 for Operations
80983AE: Periodic Functions for Retail Inventory Management in Microsoft Dynamics 365 for Operations
80984AE: POS Basic Navigation in Microsoft Dynamics 365 for Operations
80985AE: Day in the Life of a Cashier in Microsoft Dynamics 365 for Operations
80986AE: Day in the Life of a Store Manager in Microsoft Dynamics 365 for Operations
80987AE: Day in the Life of a Store Inventory Manager in Microsoft Dynamics 365 for Operations
80988AE: Call Center Configuration in Microsoft Dynamics 365 for Operations
80989AE: Basics of Catalogs for Call Centers in Microsoft Dynamics 365 for Operations

80990AE: Advanced Catalog Features for Call Centers in Microsoft Dynamics 365 for Operations
80991AE: Call Center Pricing and Discounts in Microsoft Dynamics 365 for Operations
80992AE: Customer Management for Retailers in Microsoft Dynamics 365 for Operations
80993AE: Retail Product Management in Microsoft Dynamics 365 for Operations
80994AE: Basic Sales Order Management for Call Centers in Microsoft Dynamics 365 for Operations
80995AE: Advanced Sales Order Management for Call Centers in Microsoft Dynamics 365 for Operations
80996AE: Payment Configuration for Call Centers in Microsoft Dynamics 365 for Operations
80997AE: Payment Workbenches for Call Centers in Microsoft Dynamics 365 for Operations
80998AE: Retail Installment Billing in Microsoft Dynamics 365 for Operations
80999AE: Returns and RMA Processing for Retailers in Microsoft Dynamics 365 for Operations

81000AE: Retail Continuity Configuration in Microsoft Dynamics 365 for Operations
81001AE: Retail Order Holds and Fraud Management in Microsoft Dynamics 365 for Operations

81023AE: Set Up Intercompany Ordering in Microsoft Dynamics 365 for Operations
81024AE: Process a Purchase Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
81025AE: Process a Sales Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
81026AE: Configure Intercompany Agreements in Microsoft Dynamics 365 for Operations
81027AE: Configure Direct Delivery for Intercompany Orders in Microsoft Dynamics 365 for Operations
81028AE: Update and Synchronize an Intercompany Order Chain in Microsoft Dynamics 365 for Operations
81029AE: Process Intercompany Return Orders in Microsoft Dynamics 365 for Operations

81030AE: Process Intercompany Orders Utilizing Serial and Batch Numbers in Microsoft Dynamics 365 for Operations
81033AE: Configure and Control Quality Management in Microsoft Dynamics 365 for Operations
81034AE: Process Inventory Journals in Microsoft Dynamics 365 for Operations
81035AE: Define Receipt and Delivery Terms in Microsoft Dynamics 365 for Operations
81036AE: Create and Manage Customer and Vendor Agreements in Microsoft Dynamics 365 for Operations
81037AE: Create Requests for Quotations in Microsoft Dynamics 365 for Operations
81038AE: Configure and Manage Item Reservations in Microsoft Dynamics 365 for Operations
81039AE: Pick Sales Orders in Microsoft Dynamics 365 for Operations

81040AE: Process Customer Returns in Microsoft Dynamics 365 for Operations
81041AE: Configure and Calculate Commissions in Microsoft Dynamics 365 for Operations
81042AE: Process Transfer Orders in Microsoft Dynamics 365 for Operations
81043AE: Configure, Run, and Review Inventory Reporting in Microsoft Dynamics 365 for Operations
81044AE: Commerce Data Exchange in Microsoft Dynamics 365 for Operations
81045AE: Retail Direct Delivery in Microsoft Dynamics 365 for Operations
81046AE: Retail Picking Workbench in Microsoft Dynamics 365 for Operations
81047AE: Set Up Expense Management in Microsoft Dynamics 365 for Operations
81048AE: Configure Workflows for Expense Management in Microsoft Dynamics 365 for Operations
81049AE: Set Up, Configure, and Use Additional Expense Options in Microsoft Dynamics 365 for Operations

81050AE: Configure Payment Processing for Retail in Microsoft Dynamics 365 for Operations
81051AE: Diagnostics and Monitoring for Retail in Microsoft Dynamics 365 for Operations
81052AE: Retail Architecture and Topology in Microsoft Dynamics 365 for Operations
81055AE: Relationship Management in Microsoft Dynamics 365 for Sales
81057AE: Agent Enablement in Microsoft Dynamics 365 for Customer Service
81058AE: Service Intelligence in Microsoft Dynamics 365 for Customer Service
81059AE: Customization in Microsoft Dynamics 365 for Sales and Customer Service

81060AE: Configuration in Microsoft Dynamics 365 for Sales and Customer Service
81061AE: Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service
81063AE: Voice of the Customer in Microsoft Dynamics 365 for Customer Service
81064AE: Unified Service Desk in Microsoft Dynamics 365 for Customer Service
81065AE: Microsoft Dynamics 365 for Field Service

81072AE: Navigating Microsoft Dynamics 365 for Operations
81073AE: Introduction to Microsoft Dynamics 365 for Operations
81074AE: The Task Recorder in Microsoft Dynamics 365 for Operations
81075AE: Retail POS Reports and Analytics in Microsoft Dynamics 365 for Operations