Position Hierarchy Settings in Dynamics 365 CE
In this post, you’ll learn how to configure Position Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at…
Priyesh Wagh
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Manager Hierarchy Settings in Dynamics 365 CE
In this post, you’ll learn how to configure Manager Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at…
Time and Materials Billing Backlog table in Project Operations
Even wondered what is Time and Materials Billing Backlog table in Project Operations which you see in the Sitemap but you might not be sure what records are…
Create Project Plan using Copilot in Project Operations
Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations –…
Enable OneNote Integration for Dynamics 365 Sales environment
Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance – Settings Given…
Setting up Project Operations Lite | Blog Series
I felt that I should document steps to setup a Project Operations Lite Trial environment for everyone who’s trying to spin up a Project Operations Instance and trying…
Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations
Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and…
Enable Copilot for Project Operations
Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operations too being no exception! Here’s how you can…
Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite
One of the first things to do when starting a new Project Operations Lite environment is to start setting up organizational data for your environment and in that,…
Starting a Project Operations Lite Trial Environment
One of the first things you want to get done is to spin up a Project Operations Trial environment. Here’s how you do it!Note that no Credit Card…