Microsoft Dynamics 365 PSA V3: Resource assignment and booking

November 16 2018

Microsoft Dynamics 365 Project Service Automation (PSA) provides a range of capabilities that help companies improve project delivery. The solution has undergone some significant upgrades with PSA V3 that have changed some processes to enrich the user experience.

Let's take a look at how you can assign resources and then book them on a Project in PSA V3.

Project

I have a sample Project called Grand Chocolatiers Inc. whose schedule looks like the following (the work breakdown structure, or WBS, is now labelled as "Schedule" in PSA v3).

About Priyesh Wagh

Priyesh Wagh is a D365 PSA/Sales Consultant with CloudFronts Technologies. Priyesh has a penchant to dive deeper into D365 ecosystem and always strives to make using D365 easier by paying attention to details. Priyesh works closely with international clients to cater their Sales, PSA and and other D365 requirements. His ability to get conversations to a comfortable level has helped him get to clients requirements with ease.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. 

CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success stories here: https://www.cloudfronts.com/customer-success/

Stay updated on our LinkedIn page: https://www.linkedin.com/company/cloudfronts/

More about Priyesh Wagh