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
PSA Tip for doing correct time entries
Often, I find my team members doing mistakes at the end of the week while doing time entries for the week. I being so strict about resource allocation of each one of them also did not solve my purpose 100%. But, doing the allocations absolutely perfect made my simple though with the solution I followed. … Continue reading PSA Tip for doing correct time entries
Chargeability view substitute in PSA V3
Of my past deployment done for my customers on V2 version of PSA, I saw an addiction to Chargeability view to modify the Quotation and get to the appropriate pricing. In V3 PSA has gone away with Chargeability view. There is nothing to worry about as I am going to show how to accomplish the … Continue reading Chargeability view substitute in PSA V3
Reconciliation view & Scheduling a resource in PSA V3
I got some hands around to play with the reconciliation view in PSA v3. You remember my previous blog that talked about “Booking resource on a project task or a service ticket” (Link for the blog for your reference https://community.dynamics.com/365/projectserviceautomation/b/d365psacloudfronts/archive/2018/06/07/booking-resource-on-a-project-task-or-a-service-ticket-in-psa) That is something like what V3 Schedule and Reconciliation together offers us. The only missing … Continue reading Reconciliation view & Scheduling a resource in PSA V3
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