Here’s your guide to quickly setup a multi-factor authentication for an Office 365 user. Manage Multi-Factor authentication Multi-factor authentication can be managed for the O365 under Services and add-ins. If you are in O365 Administrator, find the Services as shown below. You can find this service called ‘Azure multi-factor authentication’. Select it. Open the same and click on Manage multi-factor authentication. Also, I recommend you go through ‘Learn more about Azure multi-factor authentication’ before you proceed for licensing details. Please go through these links: https://docs.microsoft.com/en-gb/azure/active-directory/authentication/concept-mfa-howitworks You’ll see a list of users who can be enabled for multi-factor authentication. In this example, I’ll select myself – Priyesh Wagh to enable my multi-factor authentication. You can either directly enable for the user of invite them to register from the link provided in the screenshot – And that’s it. Multi-factor authentication is enabled for the user. Setting up MFA for the user When the user then logs into the system, they are asked to enter, they will prompted to enter additional log in information to setup MFA. I will be asked to enter the phone number and select the preference or either phone or text message. And you can proceed with your selected preference of text message or phone call. I’ve selected phone call in this case. And finally, it will be setup Logging In As usual, when you log in. You’ll be asked to enter password. Post that, 2-step authentication will take place and as I had selected Phone Call. The system will make a call on my phone and I’ll follow the instructions as asked (asked to press the # key to confirm) Or, alternatively, it can ask you to enter the code received on your phone in text message. That’s it. Simplest way to get started with MFA. Furthermore, you can make the users to create App Passwords and enter contact methods etc. among other features as shown below – Hope that was easy!

Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like the one below – There’s a simple setting for this in Settings > Administration > System Settings, under Email tab. You can simply flip the switch on ‘Allow messages with unresolved email recipients to be sent’ to Yes. And, now simply enter the Email address in the Recipient (To) field and let the email go! Hope this quick tip was helpful!

Introduction: One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Excel file and you ended up uploading them all! Delete Imported Records: Assuming your Import was successful and you want to now just revert what all was imported, navigate to Settings > Data Management > Imports. Open the Import job and look for the option under Delete which says ‘All Records Imported to This Entity During This Import’ And the button label is self-explanatory. Once you click on it, a Delete Job is triggered once you fill in the below information And once you click OK, a Delete Job will run in the background to delete the data that was imported. Navigate to Settings > Data Management > Bulk Record Deletion and open the Delete Job that you started in Step #3 above – Also, if you selected ‘In addition to deleting imported records, delete import job history’, the Import Job record will also be deleted. So, it will be No. of records imported + 1.

I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business Units. And after several months, it occurred that some users from other Business Units too needed to be on that Team. And several records were already assigned to BU provided Default Teams. Scenario Priyesh belongs to Southeast Asia BU and Somesh belongs to North America BU. Some records were assigned to North America team which is the Default Team created by BU. Priyesh wanted to be in the North America team and hence the user tried to add him in that Team. So adding North America to Teams under the user Priyesh, but I get the below error – That is because you cannot add Default Teams to users in some other BUs. As a workaround, I only created a new Team and named it “<BU Name> – Shareable” team and assigned records to this team so that I know where I want the records to be visible as per my Security Roles setup. And hence, added the North America – Shared team for Priyesh. I would also like to hear your suggestions and any workarounds you may have. Thanks! 😊  

Introduction: There is no limit to what D365 PSA can do. However, it has undergone some significant upgrades. since PSA v3 is a major shift from its previous version, some processes have changed which has greatly enriched the experience of using D365 PSA V3. Let’s quickly look at how you can assign resources and then book them on the Project in PSA v3 using a perfect example. Project I have a sample Project called Grand Chocolatiers Inc. whose schedule looks like this (the WBS is now Schedule in PSA v3) – I will now Assign and Book a Resource to show you how this is done in PSA v3. Assigning Resources: Now, you don’t have any resources Assigned to the Project you just created, so let’s go to the Schedule in the Project and add a new Resource, say, Alicia Baker. I’ve added Alicia Baker without booking her. Coming to the Team and refreshing the grid, I’ll see Alicia being assigned the 12 Hours. Booking Resource: Now, I’ll come to the Resource Reconciliation section and see how I can book Alicia on the task. I’ll select the Previous Difference in order for me to see the distribution I want to book Alicia on. After I double click on the Hours denoted (1), I’ll see an expanded view (2). Now, if I only select the below highlighted days, I’ll be booking Alicia for those hours on the 3 selected days only. Then, I’ll click on Extend Booking. Once I confirm the 3 days that I see, the resource will be booked for that time. And I’ll see the updated Reconciliation View after I book the resource. Now, if you check the Team or the Schedule Board, you’ll be able to see that Alicia is now Booked for the selected duration. Conclusion: Microsoft Dynamics 365 for Project Service Automation enables companies to deliver projects more productively and profitably with higher client satisfaction and this is my personal experience. Today, being a project-based organization, we deliver end to end projects on time and this has helped us achieve an enhanced reputation as a service company. To check out more on the core functionalities and features, please see Kuldeep’s blog below: https://community.dynamics.com/365/projectserviceautomation/b/kuldeepsblog/archive/2018/10/16/reconciliation-view-amp-scheduling-a-resource-in-psa-v3

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access those. There’s a general D365 setting for this too! You can share your D365 records with other but still retain rights to yourself so keep track of what happened with those later on System Settings: Navigate to Settings > Administration > System Settings In General tab, look for the Setting where it reads as ‘Set whether reassigned records are shared with the original owner’ (quite self-explanatory) Assign Record and check Share Rights: Now, assigning a records from Priyesh to John as shown below – Priyesh would still have rights to the record. Check the Share status of the same. The record will be owner by John but will be shared with Priyesh too. Hope this is helpful!

Have you been added as a Delegate for a fellow colleague but not able to Read, Create or Submit Time Entries on their behalf? Let us see what you are missing. Scenario: William Contoso wants to make Veronica Quek as his Delegate and let her enter time on his behalf. Let’s say William added Resource Veronica Quek as the Delegate above. Error for the Delegate Resource: Now, Veronica is attempting to do time entries for William by going to Time Entry Calendar view and switching the user to William. And when Veronica wants to enter time as William, she’d switch to the User on the Time Entries Calendar View like this – But, see this error and she don’t know what the issue might be. Even though she’s the Delegate! Missing Security Role: Yes, this is the first thing you should check. Veronica Quek is missing a Delegate Security Role in PSA to be able to make time entries on behalf of other users. Assign Delegate security role to the user to make them enter time on behalf of others. And thus, your Delegated User should be good to make time entries.

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access those. There’s a general D365 setting for this too! You can share your D365 records with other but still retain rights to yourself so keep track of what happened with those later on Setting: Navigate to Settings > Administration > System Settings In General tab, look for the Setting where it reads as ‘Set whether reassigned records are shared with the original owner’ (quite self-explanatory) Assign Record and check Share Rights: Now, assigning a records from Priyesh to John as shown below – Priyesh would still have rights to the record. Check the Share status of the same. The record will be owner by John but will be shared with Priyesh too.

Stages of Invoice Schedules are changed behind the scenes as you perform actions on the Invoice of the Contract. Let’s see what we have got here – So, when an Invoice Schedule is Ready for Invoicing, it will be considered in the Invoice you’ll end up creating. Now, if you create the Invoice for that Contract (shown below) The status now changes to Customer invoice created. And, when you mark that Invoice as Confirm, shown below – The Invoice schedule record’s Invoice Status will be changed to ‘Customer invoice posted’ Pretty straight forward!

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your Web Application’s system settings, you have an option under general where you can enable these buttons in the Unified Interface. Now, you can retain those buttons in the Unified Interface as well. Have a great time exploring Unified Interface!