Introduction Earlier we used to book an appointment either by using Microsoft Teams or from MS Outlook. But now we can book an appointment from in-app appointments, also we can add links, lists and other rich text in description with new rich text editor control. These features are introduced by Microsoft in Microsoft 2022 release … Continue reading Join Teams meetings from in-app appointments
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?
Unwinding Sub-Contracting in Dynamics 365 Project Operations
Problem Definition: Sub-Contracting was a much-needed functionality in any project management platform which Project Operations was missing. With the latest updates from Microsoft, we now have Sub-Contracting feature available which can leverage creating contracts for the Sub-Contractors\Vendors with whom we work. Solution: Let’s look upon how do we enable this feature on Project Operations environment … Continue reading Unwinding Sub-Contracting in Dynamics 365 Project Operations
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
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
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?
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
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
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
First cut review of new D365 Project Service
The new Project Service coming up is a much-advanced version of PSA. Even more that it will be called as Project Service. We would learn about it and a few features that are exposed to the world shortly in the blog below. How to Install and Basic Requirement? The new project service can be installed … Continue reading First cut review of new D365 Project Service
