Parameter Setups

The below form provides option to setup some of the default information required for resource integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations.

Go to Projects+ integration > Setup > Projects+ integrations parameters > Resource.

Fields available on the form are as follows:

  • Synchronize with PSA – This checkbox enables or disables the Resource integration with Project Service Automation application (PSA).
  • Create associated user – This checkbox helps in deciding whether the corresponding user needs to be created in Microsoft Dynamics 365 for Finance and Operations. If this field is enabled, then the associated user record in the Project Service Automation application (PSA) will be automatically created in Microsoft Dynamics 365 for Finance and Operations.
  • UI control – This checkbox controls view of Project Service Automation application (PSA) data. If this field is enabled, then the users can navigation to Project Service Automation application (PSA) data from Microsoft Dynamics 365 for Finance and Operations workspace, Integration log and resource forms.
  • Last execution date time – Initially the Last execution date time field will be editable. After the first execution this field will not be editable and displays the recent execution date when a user runs periodic process for integrating data. Once the record is updated in the Project Service Automation application (PSA), this date will be reset to the modified date of the Project Service Automation application (PSA) record. Modified data will be retrieved from Project Service Automation application (PSA), from last execution date time to the current system date time.
  • Calendar – Calendar is not available in Project Service Automation application (PSA), so the calendar value for the integrated resource will be set from this parameter setup.
  • Period Types – Period types are not available in Project Service Automation application (PSA), so the period types value for the integrated resource will be set from this parameter setup.
  • Resource as a vendor – This field determines whether the resource should be added as a vendor also in Microsoft Dynamics 365 for Finance and Operations. If this field is enabled, the resource will be added as a vendor as well and there will be link created between resource and vendor.
  • Vendor group – If the resource as vendor checkbox is enabled, the integrated resource is created as vendor and the vendor group will be assigned from this parameter setup.
  • Method of payment – If the resource as vendor checkbox is enabled, the integrated resource is created as vendor and the method of payment will be assigned from this parameter setup.

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