Welcome to D365Hacks!

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 #10: Why can’t my PMs book or see certain things inside the Schedule Board in Dynamics 365 Project Operations?

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing I have seen this error pop up when users get assigned the OOTB Security Roles, such as Project Manager, Project System, Project Approver, and others. The behavior is: One a user tries to book a resource in the schedule board, and … Continue reading Hack #10: Why can’t my PMs book or see certain things inside the Schedule Board in Dynamics 365 Project Operations?

Hack #9: How to use Quotes in Dynamics 365 Project Operations? – part two

Applies To: Project Operations for resource/non-stocked based scenarios, and Lite deployment – deal to proforma invoicing Continuing from part one here After linking my project to the Quote Line, I need to Import the tasks from my Project by clicking on Import from Project Estimate under the tab Quote Line Details (note if you did not … Continue reading Hack #9: How to use Quotes in Dynamics 365 Project Operations? – part two

Hack #8: How to use Quotes in Dynamics 365 Project Operations? – part one

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing Let’s look at how you can use the OOTB stages for Quotes with Projects. Dynamics 365 Project Operations allows you to start from different stages in the process. For every Quote you create you could leverage these stages: The more steps … Continue reading Hack #8: How to use Quotes in Dynamics 365 Project Operations? – part one

Hack #7: How to move from Opportunities to Quotes and generate the estimated profit margin?

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing. If you don’t know what these are check here and here. Opportunities in Dynamics 365 Project Operations offer a very simple workflow. In a nutshell: A Lead Qualified becomes an Opportunity and an Opportunity Closed as Won becomes a Contract! Opportunities … Continue reading Hack #7: How to move from Opportunities to Quotes and generate the estimated profit margin?

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