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Project Service Automation Implementation

  • 1.  Project Service Automation Implementation

    TOP CONTRIBUTOR
    Posted Jan 19, 2018 05:15 PM
    I know this is a long shot, but has anyone that is a part of this community gone through an install of the PSA module? We'd love to talk to someone about what vendor you used to install, the cost and hardships associated with it, and anything else!

    Thanks!

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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  • 2.  RE: Project Service Automation Implementation

    Posted Jan 22, 2018 04:29 PM
    ​Hi Brooke -

    Happy to have a call with you. My firm, Atrio, does indeed have quite a bit of experience with PSA. The initial config is critical.

    Respectfully,
    Paul
    pmurray@atriosystems.com
    901-756-9895

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    Paul Murray
    Atrio Systems
    Nashville TN
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  • 3.  RE: Project Service Automation Implementation

    GOLD CONTRIBUTOR
    Posted 8 days ago

    Hi Brooke,

    How has your PSA deploy gone?  I've installed the module and, while the sitemap is intact in the classic interface, the sitemap in the Project Resource Hub is missing nearly everything PSA related, despite being listed as the app for PSA here:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface

    Any pointers?



    ------------------------------
    Ryan Perry
    Business Systems Analyst
    Auric Solar
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  • 4.  RE: Project Service Automation Implementation

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hi Ryan - we have postponed the install because we aren't yet confident its ready for us. The same thing with the Marketing module this year - we just aren't fond of being early adopters! Hopefully next year....

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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