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
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.