project service automation Archives | Cloudfronts - Microsoft Dynamics 365 | Power BI | Azure

Tag Archives: project service automation

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

Soft Booking Resource from Project Team Members View in PSA

Introduction: 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 … Continue reading Soft Booking Resource from Project Team Members View in PSA

SEARCH :

FOLLOW CLOUDFRONTS BLOG :

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close