Working with Mark-ups/Discounts in Project Service Automation (V3.x)

Project Service Automation (PSA), an add-on solution sitting on top of Dynamics 365 Customer Engagement, is a great solution. If properly configured, it can deliver a lot of value for organisations frequently delivering projects, with a desire to integrate their sales cycle alongside this more tightly.  A key challenge I find, though, concerning its adoption, is that a lot of PSA’s available…

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Working with Mark-ups/Discounts in Project Service Automation (V3.x)

Project Service Automation (PSA), an add-on solution sitting on top of Dynamics 365 Customer Engagement, is a great solution. If properly configured, it can deliver a lot of value for organisations frequently delivering projects, with a desire to integrate their sales cycle alongside this more tightly.

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