12 Jan’18

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

  1. There is a button called Hard Book which lets you Hard Book the resource selected as shown below
  2. Then, you can plainly Hard Book the resource.


  1. There is a generic option called as Book in the Project Team Member Associated View
  2. 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.

Written by

Priyesh Wagh

Sr. Software Developer

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Design Views in App Designer – D365

    11 April’ 2018

    Introduction: Create and edit public or system views by using the app designer Description: Dynamics 365 sales app des...

    Read more
  • Call Management in D365 Field Service

    10 April’ 2018

    Introduction: This blog provides a solution to requirement of Client for Call Management in D365 Field Service. Scenari...

    Read more
  • Fetch Hierarchical data for Product Category in Dynamics 365 Operations

    10 April’ 2018

    Introduction: In this blog article, we will see how we can fetch hierarchical data using X++. How to fetch? We will ta...

    Read more
  • PowerBI April 2018 Update: Combo Chart Line Formatting

    10 April’ 2018

    Introduction: PowerBI introduced the feature to format line styles and legends for line charts a while ago. However, th...

    Read more
  • Power BI April 2018 Update: Q&A Explorer

    10 April’ 2018

    Introduction: In this blog we will explore some of the new features added to Power BI. Power BI has upgraded its Q&...

    Read more