I am a Dynamics 365 Project Operations and Power Platform Technical Consultant. Passionate about the business apps stack of products, I currently hold eight certifications including the Microsoft Certified Trainer. Please, follow my blog to learn new hacks as I share my real-life learnings with this amazing tool.
Latest Posts
Hack #21: Understanding PRICE LISTS in D365 Project Operations- Part Three
Applies To: Project Operations for resource/non-stocked based scenarios, and Lite deployment – deal to proforma invoicing A new day for a new post! In this post I am focusing on the Lite deployment – deal to proforma invoicing deployment type more, but they overlap. Organizational Units are part of the basic setup before you start using…
Hack #20: Understanding PRICE LISTS in D365 Project Operations- Part Two
Applies To: Project Operations for resource/non-stocked based scenarios, and Lite deployment – deal to proforma invoicing In the last blog post, here we talked about the concept of price lists. Now let’s discuss Sales Price Lists in more detail. If you stop to consider, sales price lists are indispensable, since some organizations that use Dynamics 365…
Hack #19: Understanding PRICE LISTS in D365 Project Operations
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing. Another Monday for another hack, let’s uncover the many layers of Price Lists! There are 3 types of price lists (Project Operations calls this CONTEXT): -COST -SALES -PURCHASE To keep it short and sweet, this layot explains what is the function…
Hack #18: How to change the PM inside Projects in D365 Project Operations?
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing A new Monday for a new D365 Hack! Before throwing everything at GPT and hoping for the best, let’s look at ways to address some scenarios. In the Project Operations world, the user who creates a project is also automatically assigned…
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