In today's competitive business landscape, a successful sales strategy requires a combination of innovation, efficiency, and customer-centricity. D365 Sales delivers on all fronts, providing sales teams with the tools they need to generate, nurture, and close leads effectively. From predictive lead scoring to intelligent email campaigns and real-time collaboration, this powerful solution empowers salespeople to … Continue reading Supercharge Your Sales: How D365 Sales and MS Teams Powers Up Lead Generation and Enables Advance System Usage
Unwinding Material Pricing Methods in Project Operations
Overview: This blog is regarding a new feature named “Material Pricing Methods" in D365 Project Operations and how you can get familiar with the topic. Solution: Steps to import a file in Project Go to the Settings area in Project operations and select parameters. On the ribbon, open Feature Control, and click on Enable Material … Continue reading Unwinding Material Pricing Methods in Project Operations
Power Platform: CI/CD Pipeline
CI/CD pipeline containing Azure DevOps is well known and is necessary for the automated deployment of solutions from the development environment to the user acceptance test and from the user acceptance test to the production environment. Solution: - In Dynamics 365-2022-release wave 2, Microsoft introduced a feature called Power Platform Pipeline for deployment of Solution … Continue reading Power Platform: CI/CD Pipeline
Compressing Image Attached in Notes
Problem Statement: Sometimes user has to upload or attach image inside Notes Section of form. When user uploads any image in Notes, dynamics stores image in Base 64 format. As frequency of uploading/attaching images increase then it will also increase the size requirement in CDS. To reduce the size requirement in CDS, we can compress … Continue reading Compressing Image Attached in Notes
Teams collaboration with 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
Teams collaboration with 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
How to do split billing in D365 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?
How to Post the Fixed Bid and Time and Material based invoice in F&O in 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
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
Scheduling Resources for Project Tasks
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
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