Dynamics 365 Project Service Automation: Video walkthroughs of PSA’s basic settings

Applies to:
Dynamics 365 CE version 9.0.2, PSA solution version 3.x, Unified Client Interface

Basic settings for Dynamics 365 Project Service Automation have remained the same with the introduction of version 3 of PSA in the summer of 2018. I have previously written a checklist for basic settings which you can find here. With V3 of PSA, some of the settings are configured on the classic web client and some on the Unified Client Interface. To clarify PSA’s settings, I have compiled them on six videos, which you can find on this blog post.

Part 1: Currencies and Exchange Rates, Unit Groups, Organizational Units

Part 2: Transaction Categories, Expense Categories, Fiscal Year Settings, Product Catalogue Items

Part 3: Resource Roles, Resource Skills, Proficiency Models, Resources

Part 4: Price Lists

Additional resources related to Price Lists:
PSA whitepapers by Microsoft
Deep dive to Price Lists in PSA

Part 5: Manager, Business Closures

Part 6: Work Hours, Work Hours Template, Project Template, Invoice Frequencies, Additional Parameters

Additional resources related to Work Hours Templates and Project Templates:
Setting a new Template Resource for a Work Hours Template


All my blog posts reflect my personal opinions and findings unless otherwise stated.