Category Archives: Dynamics 365 for Project Service Automation

Did you know PSA has journal functionality – this allows for a flexible approach to applying and pushing costs to your projects. You may ask “Will, you sound excited about this but why will I need Journals I use Time and Expenses to push through to Actuals which then show on the various tracking screens […]

Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation 1

Don’t feel like the emotional post? 😀 😀 FIND THE SOLUTION HERE!! Recently I was doing some config. within Dynamics 365 for a customer that was keen on using the UCI (Unified Client Interface).  I’ve done a load of demo’s for this type of thing but never actually helped configure for a live implementation. To be deadly […]

CRM, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Project Service Automation, Dynamics 365 for Sales 2

This is a live blog post that will be updated with changes that are applied to the application – I’ll also update it with input from the community too.  Right, I thought it’d be best to write a quick post on this topic as it is a question I receive quite regularly which is along […]

Canvas Apps, CRM, D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation, Power BI, PowerApps, Presales, Uncategorized 0

Dynamics 365 Project Service Automation differs between organizations and partners. This includes the reasons behind implementing it, the way it is approached and even the way it is implemented. PSA (and Field Service) are both applications that can be used out-of-the-box by simply going through all the required settings and parameters. Usually a PSA project […]

Dynamics 365 for Project Service Automation 1

PSA

I have recently embarked on a wild journey that is learning Customer Engagement for those who know me I am predominantly a Finance and Operations consultant – but PSA aroused my curiosity so I thought i’d take a dive head first into it. Here you’ll see videos I upload as I go through this adventure! […]

D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation, Uncategorized 0

It seems to me that PowerApps will prove to be a game-changer by enabling businesses and organisations to build bespoke apps designed to meet very specific needs. The curious thing about PowerApps is that the product is pretty well where it needs to be as of today but the major blocker for a global revolution […]

Canvas Apps, CRM, D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Project Service Automation, Dynamics 365 for Sales, Dynamics 365 for Talent, Office 365, Power BI, PowerApps, Presales 0