Dynamics 365 Project Operations and PSA: Assigning a resource on a project for multiple roles

Tested on Project Operations on Dataverse version 4.25.0.91 (2021 wave 2 EA)

A hidden gem that quite a few people seem to miss is the capability to assign multiple roles for a resource who is working on a project. The capability has been around for a while in PSA as it was introduced back in 2020. The docs article found here describes the setup process but I decided to write a short blog…

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Dynamics 365 Project Operations and PSA: Assigning a resource on a project for multiple roles

Tested on Project Operations on Dataverse version 4.25.0.91 (2021 wave 2 EA) A hidden gem that quite a few people seem to miss is the capability to assign multiple roles for a resource who is working on a project. The capability has been around for a while in PSA as it was introduced back in 2020.

Blog Syndicated with Antti Pajunen’s Permission

Author: Antti Pajunen

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