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 Project Operations, PSA

Advances and Retainers in Project Operations

Problem Definition: Earlier, milestones were used for advance payments which was not the actual purpose of it. But with the introduction of Advances and Retainers, milestones will only be used for their real purpose on fixed price lines. What are Advances and Retainers? The feature Advances and Retainers are seen on the Project Contract form.  … Continue reading Advances and Retainers in Project Operations

D365 Feeds D365 CRM, Project Operations, PSA

Upgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service Automation

Some exciting news for the users who are planning to upgrade from Dynamics 365 Project Service Automation (PSA) to Dynamics 365 Project Operations (PO). Its been a long awaited news Dynamics community and PSA/PO fans are waiting for. Well Microsoft has pulled up the curtain on how the release will happen. First news before we … Continue reading Upgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service Automation

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

D365 Feeds D365 CRM, Project Operations, PSA

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

D365 Feeds D365 CRM, PSA

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

D365 Feeds PSA

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

D365 Feeds Flows, PowerApps, PSA

Fast tracking the Sales Process in PSA with PowerApps and Flows

Problem definition: While creating OpportunityĂ QuoteĂ  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

D365 Feeds PSA

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