Dynamics 365, EnterpriseSoft Booking Resource from Project Team Members View in PSA
In the current 8.2 version of D365 PSA, we can only Hard Book a Resource from the Project Team Member View whereas in the v9.0, we can Soft Book from the Project Team Member View from with a few extra clicks.
v8.2 – Current
- There is a button called Hard Book which lets you Hard Book the resource selected as shown below
- Then, you can plainly Hard Book the resource.
- There is a generic option called as Book in the Project Team Member Associated View
- On clicking the same, a separate window opens with the selected Resource to Book them
Soft Booking from Project Team Members Associated View is not possible in v8.2 but is possible in the v9.0 version.