The most complicated part post planning the WBS for a PM is allocation. Typically project managers allocate team members on the tasks they are supposed to perform. These tasks are from WBS that is prepared while planning the project. With D365 PSA it is slight different. We do not allocate resource on to a project … Continue reading Scheduling Resources for Project Tasks
Bulk delete allocations in CRM
There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and Data … Continue reading Bulk delete allocations in CRM
PSA V3 Web Series: Part 3 (Time and Expense Entries)
Please see my Vlog on PSA V3 Web Series: Part 3 (Time and Expense Entries) https://m.youtube.com/watch?v=BzXIrcODD54&index=4&list=PL-6ilGLcKEdicim8xnec77miPSU7rb8e6
Part 2 of my Webseries/Vlog that demonstrates Project Creation and Scheduling.
Please refer to my blog that demonstrated project creation and scheduling. https://www.youtube.com/watch?v=9xpJI3cjMBE&index=3&list=PL-6ilGLcKEdicim8xnec77miPSU7rb8e6
FetchXML to get the Bookable Resource vs there Sales Price
You can use the below code to get the bookable resource and its sales price. FetchXML Code <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true"> <entity name="bookableresourcebooking"> <attribute name="starttime" /> <attribute name="resource" /> <attribute name="endtime" /> <attribute name="duration" /> <attribute name="msdyn_projectid" /> <attribute name="bookingtype" /> <attribute name="bookingstatus" /> <attribute name="bookableresourcebookingid" /> <order attribute="starttime" descending="true" /> <filter type="and"> <condition … Continue reading FetchXML to get the Bookable Resource vs there Sales Price
Delegate work around in PSA V3
As we explore the time entry functionality, the option of Delegates functionality is no longer available OOB in PSA V3. Though we can enable Delegate entity from the site map. But, even then there are some customizations that might be needed on Time Entry entity. Like: adding a look up for the bookable resource. Writing … Continue reading Delegate work around in PSA V3
PSA Tip: Deactivate the project rather than marking it complete
I often check my projects that I manage in a day. There is this enormous no of active project that I see in the list that concerns me. This takes me to the thought to manage them. One thought was to create a field that could be priority look up and based on the values … Continue reading PSA Tip: Deactivate the project rather than marking it complete
Setting the WorkHourTemplate in the right way to the resource in PSA
Business Use Case: I was trying to explore the Extend Booking functionality in PSA and saw that the users were getting allocated for the entire 24 hours a day. I immediately figured out that the issue was that the work hour template was not set properly. That doesn’t mean I didn’t have a new work … Continue reading Setting the WorkHourTemplate in the right way to the resource in PSA
Extend booking functionality and an alternate to resource booking in PSA V3
Extend booking functionality and an alternate to resource booking in PSA V3 I came across the functionality of Extend Bookings when I was moving ahead to allocate some hours to the resources on the project in PSA V3. This beautiful way makes the allocation so easy and just in a few clicks. This is … Continue reading Extend booking functionality and an alternate to resource booking in PSA V3
[PSA Web series: Part 1] Sales Cycle in PSA V3
[PSA Web series: Part 1] Sales Cycle: Check out this informative video to know the process of lead to contract in hashtag#PSA V3. hashtag#ProjectServiceAutomation hashtag#MSDyn365 Shortly coming up with next part by this week. https://www.youtube.com/watch?v=7pnxdQ1Atbk&feature=youtu.be
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