Problem definition Often clients using PSA V2 used to complain of the feature missing was copying the project as the template. A few of the Construction Company clients of mine have huge projects and have almost similar structure for many of their projects. Undoubtedly templates use to serve the purpose, but, only to a certain extent. When you have an option to copy a project exactly, I would always prefer that. Below is how you do. Mitigation: Navigate to Project Services and try creating new project by Clicking on New Project button: Type the project name which you want to copy in the Project Template field. This will start copying the tasks from the project onto Schedule of the new project. You are done. This blog reflects my personal findings and based solely on my experience of using Dynamic 365 Project Services Automation for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Dynamics 365 Project Services Automation demands a perfect configuration and that is the proof of being a sophisticated application. You won’t see any result unless the configurations are all set right. Use Case: I am observing from quite sometime that my Accounting Team complaints that when the Actuals are created on the project they are with 0 value. This was an issue as I went out to check a couple of things: Is the project having a currency tagged to it. Is the project price list existing for the project. Is the resource having a Resourcing Unit tagged to himself. In the approval tab is the time entry submitted by the resource having a Role and is it Chargeable. To my surprise all of the above were looking correct. Out of curiosity I digged in one more step and that’s where I found out the issue: Issue Resolution: Step 1: I navigated to D365 Project ServiceàResources. Search for the resource who is working on that project. Step 2: Open the Resource by clicking on it and then navigate to the Scheduling Tab.   Step 3: Make a note of the Organizational Unit mentioned for him. In this case it is CloudFronts Mumbai (USD). Step 4: Navigate to Projects and Sales Tab and Open the Project Contract Header by clicking the link in the Project Contract grid. Step 5: Navigate to Project Price Lists and Open the Price List in the project price lists. Navigate to Role prices. Check the Role and the Resource Unit mentioned for that Role should be exactly the same as the Resourcing Unit mentioned for the Resource mentioned in Step 3.   Now when you try approving the time entries the Actuals will have correct price. You are done. This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in Dynamics 365 Project Services Automation directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team member is either having a meeting with someone or has an appointment. Hence, they do consume some time of the day. This is one of the reasons that I get when I think aloud. Since, there is lot of argument and justification the team needs to provide for these additional non-billable time that they spend. There can be many other reasons as to why this is needed by other organisations. Mitigation: Though there is an (Out of the Box) OOB solution for marking an appointment in Outlook calendar from Schedule Board, but, vice-versa is not provided OOB. MS Flows helped me here. I created a flow between Bookable Resource Booking entity and Outlook entity in Flows. I have explained the steps as to how to do the same. Steps: Step 1: Login to https://portal.office.com with your credentials. Step 2: Click on Flows as shown in below image. Step 3: This will take you to the portal where you can mange and create all your Flows: Step 4: Click on +New. Step 5: Click on Create from Blank. Step 6: Click again on Create from Blank. Step 7: Select the Outlook connector by searching the Outlook 365 Connector from the search box as show in the image below. Also, select the Triggering event on when the flow should be triggered. So we selected, When a new event is created (v2). Step 8: Select Calendar id as Calendar. Step 9: click on next step. Step 10: Select the target connector i.e. Dynamics 365 by searching in the connectors. Step 11: Click on create a new records. Step 12: Select the Organisation and the Entity where you want to create a record. Since the booking that shows up on the schedule board comes from Bookable Resource Booking, we shall select Bookable Resource Booking. Step 13: Add the mappings to the fields as shown below, by searching them from the right pane. Step 14: Once done, click on save and your flow is ready. Step 15: Once created do not forget to Turn it On. Test it by creating an event in calendar and see in the event history of the flow whether it is successful or not. Conclusion: This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team member is either having a meeting with someone or has an appointment. Hence, they do consume some time of the day. This is one of the reasons that I get when I think aloud. Since there is a lot of argument and justification the team needs to provide for these additional non-billable time that they spend. There can be many other reasons as to why this is needed by other organizations. Mitigation: Though there is an (Out of the Box) OOB solution for marking an appointment in Outlook calendar from Schedule Board, vice-versa is not provided OOB. MS Flows helped me here. I created a flow between Bookable Resource Booking entity and Outlookentity in Flows. I have explained the steps as to how to do the same: Steps: Step 1: Login to https://portal.office.com with your credentials. Step 2: Click on Flows as shown in below image Step 3: This will take you to the portal where you can manage and create all your Flows: Step 4: Click on +New Step 5: Click on Create from Blank Step 6: Click again on Create from Blank Step 7: Select the Outlook connector by searching the Outlook 365 Connector from the search box as shown in the image below. Also, select the Triggering event on when the flow should be triggered. So we selected When a new event is created (v2) Step 8: Select Calendar id as Calendar Step 9: click on next step Step 10: Select the target connector i.e. Dynamics 365 by searching in the connectors. Step 11: Click on create new records Step 12: Select the Organisation and the Entity where you want to create a record. Since the booking that shows up on the schedule board comes from Bookable Resource Booking, we shall select Bookable Resource Booking. Step 13: Add the mappings to the fields as shown below, by searching them from the right pane. Step 14: Once done, click on save and your flow is ready. Step 15: Once created do not forget to Turn it On. Test it by creating an event in the calendar and see in the event history of the flow whether it is successful or not. The End. This blog reflects my personal findings and based solely on my experience of using PSA for the last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, the implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in Cloud Front Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Time based E-mail subscription feature is available for all Power BI Reports and Dashboards, For both in Power BI Pro and Premium Subscriptions. Now, you can set up an email subscription to run daily, weekly or any specific day of the week. Also, you can schedule for a particular time of the day. You have the flexibility to set it on the schedule you need. Now you can schedule a data set refresh at certain time and you can schedule subscription on another time. To set the Subscription, Click on the “Subscribe” button in toolbar above the dashboard or report. You can create a new email subscription, or you can edit the existing subscription email. Now, we will see subscription by default as in time-based schedule. Refer below screen capture: Now you have option to select frequency option as Daily, Weekly and After data refresh (once daily).

Introduction: There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and Data Management provided that option to delete records in bulk. Use Case: I created a Project Task in a project. This was the only task in the project on which I booked all the resources in my company for 8 hours per day until dec-2022 from June-2018. There were around more then 500+ allocations done for all the Resources. Somewhere, I figured out that this was not the task I wanted to allocate and then I tried many ways deleting the allocations. Below is what all I tried. Option 1: I tried to open the schedule board and delete the allocations from there from month view. But. Deleting it from schedule board takes lot of time to delete the allocations even for one month and imagine we have so many months allocation to delete. Hence, this was not a feasible option. Option 2: I tried deleting the allocations from Advanced find by selecting the criteria as shown below in the screen shot. But, it allowed me to delete only 50 records in a go which was again an issue. After trying above 2 methods and doing some research we came across Bulk Delete option in Data Management Module. Below is the solution to the issue. Solution: Step 1: login on CRM and navigate to Settings module and Data Management in there as shown below. Step 2: Click on Bulk Record Deletion option. Step 3: Bulk deletion wizard opens Step 4: Define your search criteria that selects the records to be deleted. It is similar to the Advanced Find tool. Step 5: Name the Bulk deletion job and schedule the same. You  can also tick the check box to notify via email when the job is completed successfully. You are done with the process and it will take some time for the process to delete the records. Conclusion: This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project services automation. According to my opinion, implementation of Microsoft dynamics 365 for project services automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Introduction: In this article, I will explain the steps to enable on-demand workflows [JG1] in Dynamics 365 for Customer Engagement’s Unified Interface. With the release of D365CE apps version 9.0, Microsoft has introduced a new user experience – UCI, Unified Client Interface, or Unified Interface – which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. The Unified Interface brings an enriched experience to any client who is using it currently. And it is responsive enough to produce similar experiences on browsers, tablets or phones. Now I’ll show you one of the important capabilities needed to run on-demand workflows in a D365CE Unified Interface app. Scenario After clients are upgraded to D365CE V9, users are unable to use “classic app” functionality to run on-demand workflows[JG2] . This proves to be a showstopper since it encompasses routine tasks and is a much-needed feature. Steps: Below are steps to be performed for enabling on-demand workflows. 1. An admin user should enable the “Microsoft Flow” option for all the users.   a. Navigate to users in Office 365. Post the navigation [JG3] and open a specific user.   b. Enable the license for “Flow for Dynamics 365” in the D365 CE plan (shown in the screenshot below). 3. Enable settings to show Microsoft Flow in the sitemap.   a. Navigate to Settings è Administrator è System Settings by System Administrator Role User   b. Open Customization Tab and enable the Microsoft Flow option 4. Navigate to the entity, shown below, for Account access and open the account entity record.   a. Navigate to the Flow button on the ribbon and expand options. You will be able to view all on-demand workflows for the entity under the run workflow header. Conclusion: This process demonstrates how to enable Microsoft Flow settings on specific environments to allow users to run on-demand workflows in UCI apps for D365CE. I hope this demonstration can help to make these processes easier for your team.

Introduction: This blog explains how we can add files from D365 Portal directly into SharePoint which was long awaited feature missing from Portals. Below are the Steps: Step 1: Set up SharePoint integration from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the portal for which you want enable SharePoint integration, and then select Manage. 3. Click on Set up SharePoint integration –> Enable SharePoint integration. 4. Click on Enable button it will then ask you to sign in again. 5. Enter D365 CE (MS CRM) credentials to sign in again. 6. Click on Accept to grant the required permissions. 7. You will get the below message. Step 2: Enable document management for entities (Customization in D365 CE) NOTE: If document management is not enabled already then follow below steps. Go to Settings –> Document Management –> Document Management Settings Select entity Click on Next and Finish. Step 3: Configure the appropriate form to display documents We need to add Document Location subgrid in the form which will get displayed in portal. (NOTE: Add subgrid on Edit form to edit the record in portal only.) Step 4: Creating and Assigning Entity Permissions. 1. Create entity Permission of Scope “Global” for Case (Incident) Entity. 2. Click on “+” to Add Child Entity Permission for “Document Location”. 3. Click on “New”. 4. Enter below details. Entity Name: Document Location Scope: Parent Parent Entity Permission: Case_Global(Select the name of parent entity from lookup) Parent Relationship: Select the name from drop down. Select all the Privileges. 5. Save the record. 6. Your Global Entity Permission should look like below. 7. After Creating Entity Permission successfully assign web role to the entity permissions. Sign in to Portal 1. Open any Case record. 2. You can see Document Section below from where you can “Add files” or Create “New folder” 3. Click on “Add files” button you are shown a pop-up window from where you can choose the files to upload. 4. You can see the New Folder is created in SharePoint for that Particular Case and file is also uploaded inside respective folder. 5. Click on “New Folder” to create new folder this will get created inside the parent folder “Case_CaseGUID” in SharePoint. 6. From portal you can go inside the folder and then upload files which gets uploaded inside the respective folder in SharePoint. “Add Files” in newly created folder. New Folder and Files in SharePoint.

Introduction: This blog explains the steps on how to enable OnDemand Workflow in D365 CE UCI Apps. Scenario: After clients are upgraded to D365 CE V9 version, Users are unable to use Classic App functionality to run OnDemand Workflows which was showstopper since it was routine task and much needed functionality. Steps: Below are steps to be performed for enabling functionality 1. Admin user should enable the “Microsoft flow” option for all the users. Below are the steps: Navigate to the ‘users’ in Office 365. Post navigation, open a specific user. Enable license for “Flow for Dynamics 365” in D365 CE Plan. (below screenshot for reference). 2.  Enable setting to Show Microsoft Flow in Sitemap. Navigate to Settings → Administrator →System Settings by System Administrator Role User. Open Customization Tab and Enable Microsoft Flow option. 3. Navigate to any Entity below screenshot for Account. Open Account Entity record. Navigate to Flow button on Ribbon and expand options, you will view all OnDemand Workflow for Entity under Run Workflow header. Conclusion: This is how enabling Microsoft Flows setting on specific environment allows Users to run OnDemand Workflows in UCI Apps of D365 CE. Hope the above process helps!

Introduction: In this article we will read on how to hide a table or column in Power BI Web Service. Scenario: I have a Power BI Report with 3 Tables; Orders, People and Returns. I want to hide People table when I am publishing the Power BI Report on Power BI Web Service. Steps: Open Power BI desktop file. Right click on the table or column you want to hide Select Hide. Voila! You are done. The Table People we not be visible in the Fields section of Power BI Desktop file. You can find the table in the Modelling view as a Grey table.