Introduction: This blog details steps for Run Report button on Project Entity in D365 PSA. Pre-requisites: 1. Ribbon Customizations solution installed in environment. Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Create a new solution for Ribbon Customizations. Add project entity in the solution. 2. Add Another entity which has Reporting Enabled like – “Opportunity”. 3. Open the new solution in Ribbon Work bench. 4. Copy the “Report” button from Opportunity. 5. Paste the Button on Project Form Ribbon like below: 6. Publish the ribbon Customizations. 7. You should now be able to see the Run Report Button on Project form. 8. Similarly you can also add other buttons like “Run Workflow” or “Start Dialog” button on Project or any other entity which does not have this enabled by Default. Conclusion: Hope this blogs helps you to enable “Run Report”, “Run Workflow” or “Start Dialog” button missing from Project entity in D365 PSA.

Problem Statement: D365 Sales on CRM in general has ability to revise Quotes to track the Quotes revision. In sales, the process was to Activate the Quote, and then you get option to Revise Quote which will create the Copy of Quote with new revision number in Draft state. In Project Service quotes, we don’t see the option to Activate Quote or Revise Quote. Solution: Steps to Revise Quote in Project Service Quotes. Close the Quote as Lost using the button – “Close as Lost” Then you can see the button – “Revise Quote” This action will revise the quote with new Revision Number.

Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow below steps to view skills / roles of Resource. a. Select Resource in Resource Panel as highlighted b. Right Click on Selected Resource and Click on View Resource Card. c. Resource Details will displayed as shown below screenshot with details like Time Zone, Sills, Roles of Resource and many options to connect Resource like chat/email/phone call. Note: Above explained blog is with Reference to D365 Field Service Version 7.5.1 Conclusion: Using  above mentioned steps, you can view Skills or Roles of Resource and many options to connect Resource like chat/email/phone call on Schedule Board in D365 Field Service and PSA.

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 (Bookable Resource Bookings records) I’ve created which also span a little into the future. Project Booking for a Resource: Now, let’s see the below scenario, Brian is booked on Archer Pens Project according to the following 13 and 5 hours (8 hours) on 9th July 2018 10 hours on Monday, 10th July 2018 10 hours on Tuesday, 11th July 2018 5 hours on 12th July 2018 9th July 2018- 10th July 2018- 11th July 2018- 12th July 2018- Now, if I mark the Project as completed today i.e. 10th July 2018 and the End Date being tomorrow i.e. 11thJuly 2018. Let’s see what happens – I marked the Project as Completed (went past the Complete stage in the Business Process Flow) as seen below – Deletion of Bookings: Once I mark the Project as Completed, the Bookings for today, 10th July and all the future Bookings will be deleted. Only historic Bookings before today will remain in the system. If I check back, 10th July will have no Bookings 11th July will have no Bookings And 12th July too will have no Bookings anymore What remains is only for 9th July because it is before the date I closed the Project Note: I also tried to observe if today’s bookings have any end time before I actually Closed the Project. Meaning, a booking ending at 10 am and I Close the Project later at 12pm, it would still delete today’s Booking for the day. So, close Projects carefully if you feel you need to close them in advance, just in case.

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 and self service portals that helps is tracking of technicians hence giving customers a smooth and positive experience at every step. Detecting troubleshooting and resolving issues has been made possible through Dynamic 365 field service due to which a technician is dispatched only when it is necessary. A real time guidance is provided in order to build customer trust and improve resolution time which empowers technicians with a 360 degree view of the customers. Introduction: Sometimes, stock Schedule Board doesn’t quite do justice by default to your bookings and how Dispatchers see this information today. Out-of-the-box information on a Bookable Resource Booking looks like this – What if you want to modify this information and show what’s relevant to Dispatchers? Modifying the Schedule Board: You can modify the details of what you need to see on the booking by modifying/configuring some details as shown below: First, this is how the default Booking Template looks like – Double-click on the board you want to make changes to (Or, navigate to Tab Settings). As in picture 1 above, double-click on Initial Public View to open the Tab Settings area, then look for Schedule Types section and look for Work Order / Project entity (depending on which entity’s Bookings you want to effect.) In the Booking Template section, write this sample code which will show different information other than what comes out-of-the-box. Sample Code: Customer:{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name} WO Name: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_name} Type: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordertype} 5. Once finished, click Apply. The Schedule Board will refresh and you’ll see the updated information as shown below: And very simple, you’ve modified the Booking Template without much hassle or complex coding.

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 PSA OOB feature to make this happen. Enabling Project Task Entity for Resource Scheduling: To be able to schedule a Project Task on the Schedule Board, we must first expose the entity itself for this capability. Here’s how you do it – Navigate to Resource Scheduling once you are using PSA and then select Administration. Then, select Enable Resource Scheduling for Entities Then, look carefully that the only entities enabled are the Project and Work Order (Field Service) Now, you want to add Project Task entity so that you can directly use Project Task to schedule on the Board. Make sure you make your selection as per below and click on Publish Customization Once Published, Project Task will appear in the Enabled Entities list Scheduling on the Project Task on Schedule Board: Assume you have some Project Tasks to Schedule, you can simply use those as you would do for Project and Work Order and you can schedule in the usual way thus, achieving Scheduling on Project Tasks from WBS instead of the Project.

Successful and on time delivery of the project is the heart of the business for any professional services organization. Where services based projects are delivered. In order to ensure successful project delivery efficient tools and industries based practises needs to be implemented which is possible through Microsoft Dynamics 365 Project Service Automation. Project service automation is not very easy and not something that anyone can do. By using services automation project managers have been able to deliver projects of various sizes. For industries best practices and efficient project management the set up of PSA is very much required. Apart from the above aspects, project service automation also helps to manage time and budget of the billable projects as well as estimate the quote for the project. Introduction: PSA doesn’t have the capability OOB to do the allocation’s over the task. This means the resource booked are booked for a project and we cannot identify what task they are going to perform or are booked for. How to do? This is the real time scenario which a PM regularly comes up with while allocating. To this I have figured out a solution that can be worked upon. Write a Plugin to create a Resource Requirement record on creation of Project Task in the WBS. In schedule board expose Project task Entity to be visible. This will allow you to drag and drop the allocations on to the schedule board. But, the challenge here is that the Project Tasks doesn’t comes automatically in the above grid. It comes because of the Plugin written above to create a record of Resource Requirement. Ensure the plugin will take care of the updates made to the task and will update the Resource Requirement record simultaneously. In our organisation we also, allocate resource on cases that the clients have raised. For the same, we will have to write a workflow to create a task in WBS as soon as a case is created. On the creation of a task we already have a plugin written to create a Resource Requirement record. You can then allocate Resources on cases.

Introduction: I often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good. What to do? To my surprise they all appear to be good. Following two things needs to be ensured to import project lines from WBS into Quote line details. 1. On Account used in the Quote, Product Price List and Project Price list is properly set. 2. The Cost Price list attached to the Organisational Unit used in the Quote should not have Organisational units for the resource roles added in the Cost Price List of the Organization unit.

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 May 2018 to 6th August 2018. How did this come to be? The reason is as below: 1. The Invoice Schedule is based on Quote’s Requested Delivery Date which is 10th August 2018. 2. Now, my Invoice Frequency is weekly. 3. On top of that, my Invoice is set to generate on Monday of the week 4. And finally, since 6th August is the last Monday before the 10th August 2018, the Invoices should be generated up until then! Hence, the last Invoice will be generated on 6th August 2018 according to Quote’s Requested Delivery Date.

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 a colleague and it is all taken care of. Assigning Delegates in PSA: In Project Service, you can see the entity Delegates. In this entity, all you need to do is create a Delegate record as shown below You can either delegate a fellow resource for Time Entries or for the Expense entries. In this case, I’ll let Somesh make Time Entries on my behalf and hence make him my Delegate in PSA for a week on which I’m on PTO. Entering Time Entries as Delegates: Now, looking at Somesh’s angle, if he has needs to make time entries on my behalf. He would need to go to Time Entries, then he will need to look at the ribbon for his name and change the user to Priyesh Wagh. Once the other user is selected, their Timesheet appears and all the time entries by the other user appear. Here, Somesh can make time entries just as he would usually do for himself and they would actually be registered for the Resource Priyesh Wagh.