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
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?
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
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.
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
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
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
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
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
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?