DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to use quick create to add new records from anywhere in the system How daisy chaining lets you create related records
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Tested on Project Operations on Dataverse version 4.28.0.120 (February 2022) Do I always have to use quick create to create a new Time Entry? Is there a way to automatically
Tested on Project Operations on Dataverse version 4.23.0.7 (2021 wave 2 EA) A frequent ask in Dynamics 365 Project Operations implementations is a weekly reminder that is sent to resources
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 recalling them
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 the most
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