by The CRM Chap | Sep 22, 2019 | Customer Engagement, Dynamics 365, Dynamics CRM, Power Platform, Project Service Automation
Project Service Automation (PSA) can be a beast when first approached. The application contains a breadth of functionality which is not always properly documented and can be challenging to figure out. To find proof of this assertion, we only need to look at how price list mark-ups and discounts operate.
by The CRM Chap | Aug 11, 2019 | Dynamics 365, Project Service Automation, Sales
Project Service Automation provides a cornucopia of desirable functionality for organisations wishing to integrate their sales and project management processes tightly. Be careful, though when implementing this app when using custom calculations within Dynamics 365 Customer Engagement, as you may encounter a few issues…
