Dynamics 365 Project Operations: Not-to-exceed limits
Tested on: ProjOps version 4.0.0.726 (public preview) The 2020 release wave 1 introduces quite a few really exciting new features to the Dynamics 365 Customer Engagement core of…
Antti Pajunen
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Dynamics 365 Project Operations public preview: Copying CE environments in the Full Deployment option
Tested on: ProjOps version 4.0.0.726 (public preview) As I’m writing this blog post, the Dynamics 365 Project Operations public preview has been running for 2.5 weeks. At the…
Dynamics 365 Project Operations: Split billing
Tested on: ProjOps version 4.0.0.726 (public preview) Dynamics 365 Project Operations introduces certain enhancements to Quotes and Project Contracts. All enhancements are described in the 2020 release wave…
Dynamics 365 Project Service Automation: Time Entry recall request comments with Power Automate
Tested on: PSA version 3.10.30.41 Project resources occasionally make mistakes with time entries and want to recall them. If a time entry has already been approved, a user…
Dynamics 365 Project Service Automation: Creating a Project Team Template
Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was created in PSA. While creating a project team…
Dynamics 365 Project Service Automation: Resource Utilization Grid
Tested on:PSA version 3.10.20.4 I was talking with fellow MVP Mohamed Mostafa about utilization in PSA and our conversation got me thinking it’s time to revisit that old…
Dynamics 365 Project Service Automation: Settings and Parameters
Tested on:PSA version 3.10.20.4, Update Release 17.5 One of the first blog posts I wrote was a checklist for PSA’s basic settings. This was before V3 and features…
Dynamics 365 Project Service Automation: Weekly time entry reminders with Power Automate
Professional services organizations want their staff to submit time entries promptly. Some organizations require employees to submit time entries daily, while weekly time entries are in general probably…
Dynamics 365 Project Service Automation: Update and fix Date on Time Entry
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form on Time Entry or the Time Entry Grid…
Dynamics 365 Project Service Automation: Helpful Time Entry and Project Approval views
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views in D365 PSA projects. This blog post has…