Integrating D365 PSA and Finance & Operations with the CDS Data Integrator – Customers, Vendors and Contacts
Previously, I posted on getting all of the prerequisites set up in order to integrate Dynamics 365 for Project Service Automation with Finance and Operations. Now that I have my Environment, Connections and Connection Set in place, I’m going to run through the general set up for integrating Accounts in Customer Engagement (CE) to both Customers and Vendors in FinOps, as well as Contacts…. Continue Reading Unknown’s...
Integrating D365 PSA and Finance & Operations with the CDS Data Integrator
Over the past few months, I’ve been delving deep into the realms of integrating the different modules within Microsoft Dynamics 365. One thing I’ve noticed when coming up against obstacles is the sheer lack of content online for this aspect of the Common Data Service (CDS). As a result, I thought it would be a great chance to blog about the common issues I’ve come across and the necessary… Continue Reading...
Recreating the My Bookings and Tasks view using Calendar Controls in the Unified Interface
One useful piece of functionality in Dynamics 365 for Project Service Automation (PSA) is the My Bookings and Tasks view. This view gives resources a quick and easy way to view information that is only related to them, rather than having to go through the clicks of navigating to the schedule board and searching for themselves. Currently in version 3.2 of PSA, this view hasn’t… Continue Reading Charlie Halford’s...
Adding Icons for the Unified Interface
With the introduction of the Unified Interface in Dynamics 365, the way in which we customise areas of Customer Engagement are subject to change and one of these is updating icons for entities. It’s always good admin to add an icon for any custom entity to enhance the user’s experience. The Unified Interface uses Scalable Vector Graphics (SVG) so there is no longer the need to create web… Continue Reading Charlie...
Creating a Portal for Sub Contractor Time Entries in PSA
Last week I was lucky enough to attend a training course on Microsoft D365 Portals (from Iain, who makes up half of this blog https://www.msdynamicduo.com). Prior to this, my exposure to Portals had been pretty limited and the session really got me thinking about all of the different possibilities and scenarios that they could be used in. Another thing that surprised me is how a lot of the… Continue Reading Charlie...
CH365: PSA – Reporting on Project Task Assignments
The other day I went to create a simple dashboard in Dynamics 365 for Project Service Automation (PSA) that could be used by resources to show them the Project Tasks they were assigned to. Typically, it wasn’t as easy as I’d envisaged. Out of the Box (OOB) you have the Bookings and Tasks view for each user which gives a nice overview but the view is only available in weekly format and… Continue Reading Charlie...
CH365: Embedded Intelligence (1/3) – Relationship Assistant
Whenever I speak to people who work in the Dynamics 365 community or those that are users of the system, levels of knowledge seem to wildly vary when it comes to the Embedded Intelligence add on that Microsoft provide (previously known as Relationship Insights). This add on consists of three features: the Relationship Assistant, Email Engagement and Auto Capture. These three features allow… Continue Reading Charlie...
CH365: Creating Custom Project Metrics in Dynamics 365 PSA
So here goes, my first blog post. As I mentioned in the ‘blurb’ to my blog, I’ve been using Microsoft Dynamics 365 PSA for nearly 2 years. One thing I’ve come across often with clients is the lack of standard things you would expect with PSA software, such as write-offs, project metrics and other things. Throughout the system there are Out of the Box (OOB) metrics, such as the Project… Continue Reading...