In this video I show how the Universal Resource Scheduling functionality within side Microsoft Dynamics 365 for Customer Engagement...
Booking and assigning resources on Project Tasks in Dynamics 365 Project Service Automation version 3.
This video shows you how to get around the annoyance of disappearing project contract lines.
PSA’s Basic Settings: Work Hours Work Hours Template Project Template Invoice Frequencies Additional Parameters
PSA’s Basic Settings: Manager Business Closures
PSA’s Basic Settings: Price Lists
PSA’s Basic Settings: Resource Roles Resource Skills Proficiency Models Resources
PSA’s Basic Settings: Transaction Categories Expense Categories Fiscal Year Settings Product Catalogue Items
PSA’s Basic Settings: Currencies and Exchange Rates Unit Groups Organizational Units
Customer Engagement project overview with comparisons to Finance and Operations
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