Problem Definition: In contrast to Project Service Automation, where importing projects is made easy via a ribbon button, it was previously not possible for current Microsoft Project Desktop Client users to do so in D365 Project Operations. Project for the Web is supported by D365 Project Operations, although not all of Microsoft Project Desktop Client's … Continue reading Now Import Projects from Microsoft Project Desktop Client in Project Operations
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
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
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
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
Project Task opening issue resolved by Microsoft in Dynamics 365 Project Operations
We often used to face issues while opening the Project Tasks in Project Operations (PO). We had to play a lot of tricks in order to open the schedule. Microsoft is consistently putting in efforts on making Project Operations, one of its successful tools to enrich it with tons of brilliant features and make it more user friendly. One of the major feature resolutions provided in the latest release provided by Microsoft was for opening the Project Tasks (Schedule) Seamlessly. Of course there are certain tweaks to be made in order to make it work in your browser. In this blog we will look at those tweaks and settings that would be needed to enable that feature.
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 create a milestone in Project Operations
Problem Definition: We always wanted a way in which we could create a milestone in the project WBS. Milestones are the way in which we can mark the task by stating that it’s a deliverable task. How can we achieve this functionality in Project Operations? Solution: Please follow the steps to mark the task as … Continue reading How to create a milestone in Project Operations