5 Best Power BI Reports that helps organization take decisions with Dynamics...
Reports in any organization are prime to provide valuable information about various things that happen. Be it w.r.t hiring, cash outflow, cash inflow, etc. If we do not take a look at the data timely...
View ArticleQuick Tip: How to tie same project on both Fixed Bid and Time Project in a...
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)...
View ArticleHow do Contract, Milestones and Projects flow between D365 CE to F&O in...
What do you expect to see in this blog? With the launch of Project Operations, we might have lot of questions around how does the data flow between D365 CE and F&O (Finance and Operation)...
View ArticleHow to Post the Fixed Bid and Time and Material based invoice in F&O in...
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...
View ArticleHow 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...
View ArticleTeams 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....
View ArticleHow to enable new URS Board (Schedule Board) in Project Operations
The new schedule board in Project Operations is much more powerful than before. Its performance is far more superior than the previous version of schedule board, in a way that: Loading the schedule...
View ArticleSchedule 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...
View ArticleHow 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...
View ArticleQuick Tip: How to apply non-working hours from Calendar Template in PSA /...
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...
View ArticleUpgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service...
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...
View ArticleTeams 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....
View ArticleProject Task opening issue resolved by Microsoft in Dynamics 365 Project...
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...
View ArticleUnwinding 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...
View ArticleWhy 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...
View ArticleJoin Teams meetings from in-app appointments
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...
View ArticleIntroduction 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...
View ArticleAssignment Rule for Lead and Opportunity Routing
Problem Definition: Unassigned Lead or Opportunity would result in loss of business. Also, inability of a seller to reach out to the customer due to overburden of lead assigned could result in loss....
View ArticleDisable LookUp Hyperlink in D365
Introduction While working with a Read-only grid in Dynamics 365, if a user clicks on the lookup reference it takes you to the lookup reference record, while the intention was to navigate to the actual...
View ArticleCompressing 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...
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