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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
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
An often ask functionality to collaborate from Dynamics 365 Project Operations with Teams is now functional, thus helping in effective communication and team collaboration by avoiding series of emails. There are many ways in which Teams can be used for this purpose. The following blog with explain you how the collaboration works. 1. Adding a … Continue reading Teams collaboration with Project Operations
Often there is a need to split the bill which can be paid by 2 parties for a project. For e.g. if we are getting a project executed and there are 2 customers involved, for whom the project is getting developed, they can decide on who should pay what percentage bill should be borne by … Continue reading How to do split billing in D365 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
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
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
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
Problem Definition: Often Invoicing needs of a company operating with Multiple geographic locations are sophisticated. PSA’s Invoicing module lags a bit in that and hence, people prefer using a third party tool such as QuickBooks (QB) from Intuit to manage their invoices. Solution: That doesn’t mean that we completely ignore the invoicing in PSA. We … Continue reading PSA Invoice Integration to Quick Books disclosed
Problem definition: While creating OpportunityàQuoteà Contract the process is not easy and there are multiple clicks involved in reaching the end goal i.e. to finally create a Contract. We want it somehow to be with less clicks and so does people love the tools when smaller things are taken care of automatically by the system, … Continue reading Fast tracking the Sales Process in PSA with PowerApps and Flows