This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that
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Tested on:Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface A subject that comes up frequently is marking Project Tasks as Complete to prevent Time Entries to those tasks.
Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface PSA version 3 has a new feature called the Reconciliation View. It’s found on the Project entity. As
Recently one of our users was getting the below error while trying to access the VSTS Project. 401 NOT AUTHORIZED and the following account does not have sufficient permissions to
I just now came to know a way of reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’. When the project transaction is invoiced,
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