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AX2009 PSA documentation Anywhere?

  • 1.  AX2009 PSA documentation Anywhere?

    Posted Mar 29, 2020 06:13 PM
    Hi Folks,
    Sorry to ask the broader community but does anyone know where I might find a functional documentation on what AX 2009 Project Systems?
    I'm looking for screenshots or functionality detail.

    Thanks for the time and attention on this one.
    -Shirley Hoffman

    shhoffma@microsoft.com

    ------------------------------
    Shirley Hoffman
    TSP
    Microsoft
    Palm Springs CA
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: AX2009 PSA documentation Anywhere?

    D365UG/AXUG ALL STAR
    Posted Mar 30, 2020 10:17 AM
    Is this what you are looking for?

    https://www.microsoft.com/en-us/download/details.aspx?id=2125



    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: AX2009 PSA documentation Anywhere?

    TOP CONTRIBUTOR
    Posted Mar 31, 2020 03:25 AM
    @Kelly Kane I think that in AX2009 "PSA" was an add-on that in later version became integrated with Dynamics AX, to be some of the advanced features of the project module.

    So my understanding that Shirley is looking for the old documentation of the project module in that version  ​

    ------------------------------
    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: AX2009 PSA documentation Anywhere?

    Posted Mar 31, 2020 10:07 AM
    Hi Zvika & Kelly,
    Thank you both for your response to my question on PSA functionality within AX2009.

    Zvika, you are correct. I am looking for any documentation, screenshots for the Add-on PSA functionality made available for ZX 2009.

    -Shirley

    ------------------------------
    Shirley Hoffman
    TSP
    Microsoft
    Palm Springs CA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: AX2009 PSA documentation Anywhere?

    D365UG/AXUG ALL STAR
    Posted Mar 31, 2020 10:34 AM
    Wow! That's something I wasn't aware of.

    I have found a few things for you:

    This is version 4.0 and it's referencing PartnerSource. You MAY be able to get something stored in an archive somewhere.

    https://docs.microsoft.com/en-us/archive/blogs/ukax/professional-services-automation-for-microsoft-dynamics-ax-version-4-0-sp2-user-guides-and-manuals

    Then this is in Spanish:

    https://docs.microsoft.com/en-us/archive/blogs/soporteax/professional-services-automation-psa-para-microsoft-dynamics-ax

    Both of them reference PartnerSource. Best of luck to you!


    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


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