How to Create App Using Image

Problem Definition: Nowadays, things are getting much easier and the low-code approach is focused on a larger scale. To create a canvas app, you need to have good knowledge regarding the same. But when we need to create a single form, it used to be a time-consuming process. If any person doesn’t have any idea … Continue reading How to Create App Using Image

Step by Step guide to CI/CD Implementation

Problem Definition: People tend to make their tasks automated rather than doing them manually. Working with CRM, we always need to work with solutions. Being a developer to satisfy customers’ requirements we always work on a development instance and import it to the production end once done with all implementations. All this is done by … Continue reading Step by Step guide to CI/CD Implementation

Introduction to Predictive Lead Scoring

Problem Definition: An organisation is always looking for improving its sales or efficiency of work. If an executive can foresee which lead is most likely going to be converted to an opportunity it would help the executive to focus and prioritise the leads accordingly. Predictive lead scoring uses a predictive machine learning model to calculate … Continue reading Introduction to Predictive Lead Scoring

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?

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

Schedule API GA Release in Project Operations

Problem Definition: Unlike PSA where the users were not restricted to use the crude operations (Create, Update and Delete) CUD on entities like Project, Project Task, Resource Assignment, Project Team Member and Project Task Dependency, Project Operations (PO) blocks the user to perform these basic operations. Often these requests are at peak while we do … Continue reading Schedule API GA Release in Project Operations