19
Your Speakers Sessions
Scott LeFanteSr. Solution Architect
Hitachi Solutions AmericaMicrosoft Business Applications MVP
Shawn TaborSr. Solution Architect
Hitachi Solutions AmericaMicrosoft Business Applications MVP
Today’s Agenda
Basic Project Building Blocks
Using PSA PowerBI Solution and Data
Extending PSA – The Power of Three
Building Blocks of PSA
PSA Process & Key Players
Practice Director Project Manager
Resource Manager
Project Team Members
Customers
Creating & Managing Projects
Project CreationOverall Project Details
Tasks & Assignments
Finding Resources
Managing ProjectsSchedule, Assignments
Time & Costs, Estimates
Reconciling Resources
Additional Tools
Tools
D365 PSA
PSA for MS Project
Project Web App
The Power of PowerBI
PSA PowerBI PackReports for all Roles
The HowInstall Template
Link to Azure SQL DB
Extending PSA
What is the Power of Three?
Customer ServiceTrack customer issues through cases.
Record all interactions related to a case.
Share information in the knowledge base.
Create queues, and route cases to the right channels.
Create and track service levels through service level agreements (SLAs).
Define service terms through entitlements.
Manage performance and productivity through reports and dashboards.
Field ServiceOptimize your service schedule
Increase first time fix rates and on-time delivery performance.
Enhance real-time communication and collaboration
Universal Resource Scheduling
Resource Scheduling Optimization
Project ServiceEstimate, quote, and contract work
Plan and assign resources
Enable team collaboration
Capture time, expense, and progress data for real-time insights and accurate invoicing
Integration with Microsoft Project / Project Web App
Scenario – Vandelay Industries
Implemented Customer Service for Dynamics 365 initially for Call Center capability
Implemented Field Service for Dynamics 365 to enable their field technicians
Recently implemented Project Service Automation to improve project execution
Demonstrate how Project Service Automation & Microsoft Project can enable project execution
Demonstrate how Field Service can enable field technicians in relation to project execution and resource time entry
Demonstrate how Customer Service can enable RAID reporting and escalation
Manufacturing Firm DEMO
Helpful Links
D365 PSA Analyticshttps://appsource.microsoft.com/en-us/product/web-apps/microsoft-powerbi.pbisolntemplate_d365psa?tab=Overview
D365 MS Project Add-Inhttps://www.microsoft.com/en-us/download/details.aspx?id=54299
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