introduction to dynamics 365 project service automation
TRANSCRIPT
Introduction to Dynamics 365
Project Service AutomationPresented by Matthew Lazowski,
Global PSA Systems Ltd
MEMBER SHOWCASE • Global Professional Services Automation Systems Ltd
• Matthew Lazowski
• Implementing Dynamics Project Service Automation ver. 3.x
• 10 PSA projects since 2016 plus 40 CRM/CE/CDS projects since 2006
• Favorite features: project planning, project estimation, pricing, project tracking, approvals and billing
• Tips & Tricks: PSA solution introduces 150 new entities, 161 processes and 382 plugin steps, so preparation is required if you want to demo it
• Where Do We Go for Answers: Dynamics 365 Community, Microsoft Docs, D365 User Groups, LinkedIn, Yammer, Antti Pajunen’s Blog
PSA Features and Scenarios
Low
Volume
Hig
h
Low Duration High
Low Complexity =
Single resource, short
duration, dedicated or fixed
assignment periods…
Project
Services
High Complexity =
Multiple resources, multi-
week duration, irregular
schedules, resource mix
project-based staffing…
Customer
Service
Field
Service
Medium Complexity =
One or two resources,
standard duration by service
type, regular schedules,
competency and equipment-
based staffing…
PSA Capabilities
PSA Starts with Organizational Units
• Division of the company or organization that has a specific cost price list associated to it.
• Many Organizational Units can exist within a company
• Specific to Project Service Automation
• Not to be confused with Business Units
• Not to be confused with Organization entity (a.k.a. the name of the Global CRM instance)
• Many Cost Price Lists can be related to many Organizational Units (N:N)
• As a project incurs costs, those costs need to be related to an Organizational Unit.
What are Organizational Units good for?
Legal Entity Cost Center Service Line Department Business Unit
ResourceResourcing Unit Contracting Unit
Organizational Unit
Project Contract
PSA Sales Process overview
Create Opportunity
• Itemize
• Track Probability and Rating
• Form Sales and stakeholder
team
Prepare a Quote
• High level estimate
• Profitability
• Pricing
Project Delivery
Estimate
• Detailed Project Plan
• Resourcing mix
Confirm Quote
• Finalize Project Contract
• Invoice Schedules Close the Deal
PSA Project Estimation and Planning
PSA Data Model – project contracts
PSA Contracts
WHAT IS SOLD?
• PROJECT
COMPONENTS
• PRODUCT
COMPONENTS
TERMS OF
NEGOTIATION
• BILLING METHOD
• CHARGEABLE
COMPONENTS
• INVOICE
SCHEDULES
HOW IS IT PRICED?
• PRICE LISTS
• ROLE BASED
PRICING
• CATEGORY PRICING
• PRODUCT PRICING
• RESOURCE
EXCHANGE PRICE
DEAL PROFITABILITY
• COSTING
• PROFITABILTY
• CUSTOMER
EXPECTATIONS
PSA Data Model - project
Resource
Calendar
Project
Team Member
Role
UserContact
Generic Resource
Account
Resource Requirement
Skill
Booking
Booking Status
Profile
*
Supply Demand
Task
role
111
*1
*
1
Primary
role
*
1
Resource Request
1
0- 1
ResourceSkills
*
Rating ValueRating Model
1
1
Reservation table
Matching
PSA Resource Management
Task
PSA Time Entry and Project Approval
PSA Actuals (Transactions)
PSA Roadmap
• Sales Extensions for Project will be released from Feb 2020
• Project Online on CDS and Sales Extensions for Project will work together from Feb 2020
• Existing PSA 3.x clients can continue using it
• Support and updates for PSA 2.x will end in Feb 2020
• Forced D365 CE upgrade to UCI in Sept 2020. To continue using PSA on D365 CE, you will have to upgrade your CE to UCI by Sept 2020 or maybe earlier
• From March 2020 existing PSA 3.x clients will be able to transition to Project for the Web and Sales Extensions for Project
• At some point in 2020/21 support for PSA 3.x clients will end and clients will have to transition to Project for the Web and Sales Extensions for Project
Project for the web, Project Online…
Next Dates?
Check out list of new meetings on CRM UG:
https://www.d365ug.com.
FEEDBACK on today’s meeting?
Go to community page and complete the survey!
https://www.d365ug.com/chapter/my-chapter.
QUESTIONS about
this presentation?
Contact Matthew Lazowski
or https://www.linkedin.com/in/matthewlazowski/.
MEETING DATES & FEEDBACK:
THANK YOU FOR ATTENDING!