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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
PSA Invoice Integration to Quick Books disclosed
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
Fast tracking the Sales Process in PSA with PowerApps and Flows
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
PSA Quick Tip: How to Understand whether the Actual is invoiced or not
PSA Quick Tip: How to Understand whether the Actual is invoiced or not Problem Definition: Often the Accounting department is not so technical and comes back with small issues. One of the issues brought to me last week was, amongst 1000’s of Actuals how do we understand whether they are invoiced or yet to be … Continue reading PSA Quick Tip: How to Understand whether the Actual is invoiced or not
First cut review of new D365 Project Service
The new Project Service coming up is a much-advanced version of PSA. Even more that it will be called as Project Service. We would learn about it and a few features that are exposed to the world shortly in the blog below. How to Install and Basic Requirement? The new project service can be installed … Continue reading First cut review of new D365 Project Service
How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow
This blog reflects my personal findings and based solely on my experience of using PSA for last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.
Expenses in PSA for Fixed Bid and T&M contracts
Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount value to be 0 in the Actuals. But, at the same time the Cost line had values in it. Upon researching and digging into all the configurations I was tiered and couldn’t conclude. … Continue reading Expenses in PSA for Fixed Bid and T&M contracts
PSA Quick Tip: How to give Team Members access to only do time entries and expense entries and not expose other entities in PSA v3.X
Problem Definition: We sometimes have a few team members who only need to do the time entries and expense entries. They do not need any exposure to other entities. How do we make it possible via the OOB (Out of the box) security roles in PSA V3.X. Solution: From the security-->Users--> select the user-->Manage Role … Continue reading PSA Quick Tip: How to give Team Members access to only do time entries and expense entries and not expose other entities in PSA v3.X
