Reconciliation view and scheduling a resource in Microsoft Dynamics 365 for Project Service Automation (PSA) V3

October 24 2018

I recently gathered some of my colleagues together to play with the reconciliation view in Microsoft Dynamics 365 for Project Service Automation (PSA) V3. In a previous blog, I wrote about how to book a resource on a project task or a service ticket. That process is somewhat similar to the scheduling and reconciliation capabilities that PSA V3 offers. The difference is that the resource cannot be allocated on a task, but rather is booked to a project.

In this article, I'll explore the reconciliation view and how to schedule a resource in PSA V3.

How to schedule a resource

About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP and serves as Project Delivery Head at CloudFronts Technologies Pvt. Ltd. and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) 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 roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

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

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