Overview: Now, you often must have noticed that the field Est. Revenue on Opportunities is either locked or is open to enter value into it. There’s a reason for this as well. Revenue Field: So basically, there is a field on the Opportunity that drives this operation. It is called as Revenue field! System Calculated- … Continue reading Estimated Revenue field behavior of Opportunity Entity →

Introduction: Business Recommended a cool feature in Business Rules which came out last year in D365 that can be used by simple configuration in Business Rules rather than writing JS code to achieve the same. Here’s how we do it – Setting Up Business Rule for Recommendation: Now, can you setup a Business Rule as … Continue reading Business Recommendation in D365 using Business Rule →

Introduction: Let’s look on a high-level of what Project Closure has impact on the Bookings on the Schedule Board. Now, while working in D365 PSA, I encountered that I needed to mark a Project as Completed even when I had some bookings in the future. This led me to notice its effect on the Bookings … Continue reading D365 PSA: Impact of Project Closure on Bookings →

In order to help your organization manage complex service management track assets and inventory, identify and dispatch resources, and manage service order Microsoft has given D365 field service which is an end to end solution that turns out to be an integral part of your day to day business. It provides customers with proactive updates … Continue reading Customizing the Booking card information on Scheduled Board – D365 PSA/Field Service →

Overview: Out-of-the-box, it is not possible to Book a task a on the Schedule Board, instead what you get at the easiest disposal is to allocate partitions of the Project to the resources and not the items from the WBS! Well, as a workaround, I’ve enabled the Project Task entity for Resource Scheduling using the … Continue reading Scheduling Project Tasks in Dynamics 365 PSA →

Overview: Let’s say you have a Quote which has Quote Lines and then you generate the Invoice schedule for your Time & Materials project. What decides the number of Invoice Schedules to be generated for a Quote Line record? Let’s review. Quote Lines: Now, I have a Quote Line which has Invoicing Schedule from 28th … Continue reading Invoice Schedule generation on Quote Lines – D365 PSA →

Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurations like selecting a view for your Lookup field is easily possible on the D365 Form. However, this is not possible on the fields on the Business Process Flow Use of addPreSearch() and addCustomFilter() on BPF Fields: … Continue reading Filtering Records on BPF unlike on Form – D365 →

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want … Continue reading Calculated Currency Field doesn’t support Min or Max values →

Introduction: Field Service in PSA uses Incident Types. Incident Types can be defined to showcase what are the most common scenarios for field works on a particular Work Order. Having generic tasks, skillsets defined for an Incident Type saves the effort to re-enter the iterative information on a WO. Setting Up Incident Types: Field Service … Continue reading Use Incident Type to copy data on a Work Order →

Overview: Often you miss doing your time entries in PSA for the work done and go on a leave! You either then need to just struggle to find a system and do it yourself or raise some other kind of request to make sure billing is done right. But, you can delegate time entries to … Continue reading Delegating Time Entries in D365 PSA →