Category Archives: D365 Project Service Automation

Send an Email to all users in a D365 Team using power automate.

D365 gives us a functionality to assign a record to a group of users which can be archived by using a D365 Team these users then are know as members of that respective team, due to functionality restrictions we cannot send an email to a  D365 team, however there are a few workarounds by which … Continue reading Send an Email to all users in a D365 Team using power automate.

Share Story :

How to bring in Project Task field from Resource Requirements to Time Entries if imported via, Bookings.

Import Bookings is one of the important features provided by PSA for users to do Time Entries quickly and efficiently. An issue faced while using this functionality is the Project Tasks are not imported with the Bookings Records (As Shown in the Image Below). A solution to this issue is two automated flows: To Bring … Continue reading How to bring in Project Task field from Resource Requirements to Time Entries if imported via, Bookings.

Share Story :

How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations

In my previous blog referred here https://d365feeds.com/2020/07/08/how-do-contract-milestones-and-projects-flow-between-d365-ce-to-fo-in-project-operations/, we saw how the contract and milestones flow between CE and F&O in the integrated scenario in Project Operations. Next step is to Post the Milestones or the Approved Time entries (in case of T&M based projects) in F&O (Finance and Operations) Let’s looks at first Milestone based … Continue reading How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations

Share Story :

Connect D365 CRM CDS Database from SQL Server

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login … Continue reading Connect D365 CRM CDS Database from SQL Server

Share Story :

Bill on Time, Get Paid on Time – Importance of the AR Report for a Professional Services Organization

In my last LinkedIn Post (Cash Position Report), I talked about the strategic importance of Cash on hand for a Professional Services Organization. In this post, I want to talk about the importance of the Overdue Accounts Receivable (AR) Report. As a Professional Services firm, most of our revenue comes from Project based delivery of Services. … Continue reading Bill on Time, Get Paid on Time – Importance of the AR Report for a Professional Services Organization

Share Story :

Cash Position Report for a Professional Services Organization

In this post, I will talk about the importance of the Cash Position Report for any Professional Services Organization.  The Cash Position is your current and forecasted ‘Cash in Hand’. The importance of having Cash in your bank account cannot be emphasized enough. It is important to understand the difference between Cash Flow and Cash … Continue reading Cash Position Report for a Professional Services Organization

Share Story :

Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway

Among the fabulous sessions at MBAS 2020 Online Conference, Introduction of Project Operations was the most anticipated for me. Here are my takeaways from the same – Gurkan Salk & Kevin Horlock provided an overview of what to expect for Project Operations/  What is Project Operations? Some key points –  Project Operations is an extension … Continue reading Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway

Share Story :

Add columns in Schedule view on Project in Dynamics 365 for PSA v3

A simple and most common questions asked are if we can add more columns to the Schedule view in D365 Project Service Automation v3. Well, yes! And it’s pretty simple too. So, out-of-the-box, this is what you see on the Schedule view Adding Field to the Schedule Control PSA v3 out-of-the-box has all these custom … Continue reading Add columns in Schedule view on Project in Dynamics 365 for PSA v3

Share Story :

First cut review of new D365 Project Service

The new Project Service coming up is a much-advanced version of PSA. Even more, than it will be called as Project Service. We would learn about it and a few features that are exposed to the world shortly in the blog below. How to Install and Basic Requirement? The new project service can be installed … Continue reading First cut review of new D365 Project Service

Share Story :

Overbooking Bookable Resources in D365 PSA v3

Mircosoft D365 Project Service Automation is a product that unites technology, processes, and people together in streams such as sales, billing, resourcing and delivery in a company. Thus, a business can scale up high when they use this particular software. They can complete the project on time and within the budget as a result of … Continue reading Overbooking Bookable Resources in D365 PSA v3

Share Story :