D365 Feeds D365 CRM, Project Operations, ProjectOnline, ProjectService

Now Import Projects from Microsoft Project Desktop Client in Project Operations

Problem Definition: In contrast to Project Service Automation, where importing projects is made easy via a ribbon button, it was previously not possible for current Microsoft Project Desktop Client users to do so in D365 Project Operations. Project for the Web is supported by D365 Project Operations, although not all of Microsoft Project Desktop Client's … Continue reading Now Import Projects from Microsoft Project Desktop Client in Project Operations

D365 Feeds D365 CRM, Dataverse, Project Operations, ProjectService

Filter Grid data, and Save results as a View

Introduction: Views in model-driven apps specify the data that is tabulated and displayed on a grid page. Views that have been developed by an administrator, shared with others, and normally can't be changed are called System Views. Dynamics 365 2022 release wave II includes a new functionality that provides the ability to save the filter … Continue reading Filter Grid data, and Save results as a View

D365 Feeds D365 CRM, Project Operations, ProjectOnline, ProjectService, PSA

Project Operations vs Project Service Automation, A Seamless Comparison to Read

We know that PSA is now known as Project Operations. Well, it’s not just a name change but also some significant improvements that Microsoft has brought in. The following blog will take you through the differences between PSA and Project Operations. The upgrade from Project Service Automation to Project Operations is going to be delivered … Continue reading Project Operations vs Project Service Automation, A Seamless Comparison to Read

D365 Feeds D365 CRM, Project Operations, ProjectService

Why were Modern Approvals introduced for Project Operations?

Problem Definition: Time entry approvals usually used to be an issue while approving when they were bulk in number. When the Project Managers (PM) used to approve more than 100-to-200-time entries, a lot of them used to get stuck in the queue and there used to be a rigorous process to go back and check … Continue reading Why were Modern Approvals introduced for Project Operations?

D365 Feeds D365 CRM, Project Operations, ProjectService, PSA

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