Quick Tip: How to apply non-working hours from Calendar Template in PSA / Project Operations

Problem Definition: It is generally thought by Project Operations / PSA (PO/PSA) users that the non-working hour cannot be copied via 1 Template resource to another resource when the Calendar Template is assigned. It is only assumed that the working shifts and the weekends marked are the only ones that gets copied. But that is … Continue reading Quick Tip: How to apply non-working hours from Calendar Template in PSA / Project Operations

Schedule API GA Release in Project Operations

Problem Definition: Unlike PSA where the users were not restricted to use the crude operations (Create, Update and Delete) CUD on entities like Project, Project Task, Resource Assignment, Project Team Member and Project Task Dependency, Project Operations (PO) blocks the user to perform these basic operations. Often these requests are at peak while we do … Continue reading Schedule API GA Release in Project Operations

How to enable new URS Board (Schedule Board) in Project Operations

The new schedule board in Project Operations is much more powerful than before. Its performance is far more superior than the previous version of schedule board, in a way that: Loading the schedule board is much faster than beforeTab switching is fasterDragging and dropping the work orders is much improvedRescheduling the bookings is much improved … Continue reading How to enable new URS Board (Schedule Board) in Project Operations

How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations

In my previous blog referred here https://d365feeds.com/2020/07/08/how-do-contract-milestones-and-projects-flow-between-d365-ce-to-fo-in-project-operations/, we saw how the contract and milestones flow between CE and F&O in the integrated scenario in Project Operations. Next step is to Post the Milestones or the Approved Time entries (in case of T&M based projects) in F&O (Finance and Operations) Let’s looks at first Milestone based … Continue reading How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations

How do Contract, Milestones and Projects flow between D365 CE to F&O in Project Operations

What do you expect to see in this blog? With the launch of Project Operations, we might have lot of questions around how does the data flow between D365 CE and F&O (Finance and Operation) environment. In this blog I would like to describe how does the Contract information, Milestone for Fixed Bid projects and … Continue reading How do Contract, Milestones and Projects flow between D365 CE to F&O in Project Operations

Quick Tip: How to tie same project on both Fixed Bid and Time Project in a Contract

Problem Definition: Many a times we have 2 different type of contract lines that we need to create for a customer, one may be of Time and Material (T&M) Type and another may be of Fixed Bid (FB) Type. The problem used to be that for each type of contract line, we needed to create … Continue reading Quick Tip: How to tie same project on both Fixed Bid and Time Project in a Contract

5 Best Power BI Reports that helps organization take decisions with Dynamics 365 CRM

Reports in any organization are prime to provide valuable information about various things that happen. Be it w.r.t hiring, cash outflow, cash inflow, etc. If we do not take a look at the data timely and do not provide importance to it, our emotions might take us in a random direction. Power BI has a … Continue reading 5 Best Power BI Reports that helps organization take decisions with Dynamics 365 CRM