Introduction: All these years, I was calculating ‘Actuals’ as the billable hours on the project with the chargeable role. It was a myth that I continued to believe until I stumbled upon the solution that potentially demystifies this myth in PSA itself. Description: Below is how PSA helped to resolve this complex situation and this … Continue reading Actual vs Estimated hours myth →

D365 For Field Service provides everything you need from optimized work order scheduling to predictive maintenance. While you may have used Microsoft Dynamics 365 for Field service, very few may know about the actual steps required to display Custom Entity in D365 Field Service Mobile App. Let’s see how to display Entity in D365 Field … Continue reading How to Display Custom Entity in D365 Field Service Mobile App →

Introduction: In recent deployments of Dynamics 365 Project Service Automation (PSA) V2 for customers, I’ve come to rely on the chargeability view as a way to modify a quotation and reach the appropriate pricing for a project. In V3, PSA has abandoned the chargeability view. But no need to worry, I will show you how … Continue reading Chargeability view substitute 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 … Continue reading Assign your D365 records but keep access as well →

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 … Continue reading Delegated Resource error for making time entries in D365 PSA 2.x version →

Introduction: In this blog article, we will see how we can create Item Requirement on insertion of Item Forecast using code. Steps: Create Extension Class for ForecastSales Table that is Item Forecast and using CoC for post insert() method we will initialize Item Requirement. We will call a new class which is created in Step … Continue reading Create Item Requirement from Item Forecast using X++ in D365 Operations →

Introduction: In this blog article, we will see how we can post the journal by using code. How to do? Create a new method and write below code. In this code you declare object of Class ‘LedgerJournalCheckPost’. This class will use journal buffer and post it. public void postJournal(LedgerJournalTable ledgerJournalTable) { LedgerJournalCheckPost jourPost; jourPost = … Continue reading Post Ledger Journal using X++ in D365 Operations →

Introduction: In this blog we will demonstrate how to send custom emails using SendGrids API. Scenario: If we want to send custom emails to customers stored in Dynamics 365 with different email body for every customer based on their data stored in CRM, it is not possible to do so by using the normal Email … Continue reading Send Custom Emails using SendGrids API →

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 … Continue reading Keep access to Assigned records in D365 →

For every sales person, getting a signed contract from the client is a euphoric moment. You finally closed the deal, and everything seems right. But the process after winning the deal is cumbersome for many of us. This article documents how we made this process a lot less painful through MS Flow and the D365 … Continue reading Using MS Flow and D365 App For Outlook To Track Proposals and Win Opportunities Without Leaving Outlook →