Scheduling a project task in Microsoft Dynamics 365 Project Service Automation

September 27 2018

Resource allocation is the process of assigning and scheduling available resources in the most effective manner. It helps you to select the best available resources for your projects and manage them throughout the work, so you can avoid under or over utilization of your employees.

The most complicated part for any project manager (PM) after planning the work breakdown structure (WBS) is allocation. We will look at how to do allocation on a project task in Microsoft Dynamics 365 Project Service Automation (PSA).

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-

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mickey nunes's picture

Interesting setup. Did you ever trial this in PSA version 3

kuldeepGupta's picture

We have used it in V3 and it works well.