Continuing from the first blog: here, we want to dicuss what other ways we can leverage this feuture to make it easy for your end users. I will share how I would setup the default view My Weekly Time Entries in a way that improves the user experience: By default, the out-of-the-box views are sorted … Continue reading Hack #17: Mastering Time Entries in D365 Project Operations: Your Ultimate Primer – Part Two.
Author: dpower365
Hack #16: Mastering Time Entries in D365 Project Operations: Your Ultimate Primer – Part One.
Welcome to our new series on Dynamics 365 Project Operations! In this comprehensive primer, we'll explore how to use Time Entries effectively, from the perspective of a project-based user. Let's start with what you see when you land on the page: Main default view The mobile experience is the same!: List View, Create New TM, … Continue reading Hack #16: Mastering Time Entries in D365 Project Operations: Your Ultimate Primer – Part One.
Hack #15: How can I create an internal project inside Dynamics 365 Project Operations?
Applies To: Lite deployment – deal to proforma invoicing Dynamics 365 Project Operations provides features and tools that support both internal and external project use, including project planning and scheduling, resource allocation, time and expense tracking, and project accounting and invoicing. Internal projects do not require external billing or invoicing. You can create internal projects to … Continue reading Hack #15: How can I create an internal project inside Dynamics 365 Project Operations?
Hack #14 : How to properly use/fix errors in Quote Lines in Dynamics Project Operations?
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing Why is my Quote Line showing zeros in Project Operations? Let's walk through a simple scenario and see how we can fix it. When in the process of building a Quote and a Quote Line inside Dynamics 365 Project Operations, two … Continue reading Hack #14 : How to properly use/fix errors in Quote Lines in Dynamics Project Operations?
Hack #13: How to use the Project Contract inside Dynamics 365 Project Operations? – Part Three!
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing Continuing from the second post, here. Now we discuss the behaviour of the Confirm ribbon button inside Project Contracts. This button in Dynamics 365 Project Operations (also in PSA) is used to lock a contract and prevent any further updates or … Continue reading Hack #13: How to use the Project Contract inside Dynamics 365 Project Operations? – Part Three!
Hack #12: How to use the Project Contract inside Dynamics 365 Project Operations? – Part Two!
Applies to: Project operations Lite deployment - transaction for pro forma billing Continuing from the first post, here. We talked about Project Contract Types but now we will look at how we setup things in a way to choose which tasks we wish to assign to each specific Quote Line and or Contract Line! Note: In … Continue reading Hack #12: How to use the Project Contract inside Dynamics 365 Project Operations? – Part Two!
Hack #11: How to use the Project Contract inside Dynamics 365 Project Operations? – Part One
Applies to: Project operations for resource-based/non-inventory scenarios, Lite deployment - transaction for pro forma billing Continuing from the Quote blogs, here and here, we explore the OOTB behavior for Project Contracts. If you look under the hood at the Project Contract table (salesorder) and Project Contract Line (salesorderdetail) there are similarities with Quote Quote Line and … Continue reading Hack #11: How to use the Project Contract inside Dynamics 365 Project Operations? – Part One
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: Start from a … 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?
Hack #5: Use create a Project action in Flow the easy way in Dynamics 365 Project Operations!
Power Automate is amazing but sometimes our relationship gets tough. One is with the action Add a New Row. In this example, my trigger is manual (just testing), but it could be anything really (a project approval that went through or something else). After my trigger, I wish to create a new project! Now the … Continue reading Hack #5: Use create a Project action in Flow the easy way in Dynamics 365 Project Operations!
Hack #6: How to pin your Dynamics 365 Project Operations app in Microsoft Teams for all users?
Steps: Go to https://admin.teams.microsoft.com and on the left-hand side blade, go to Team Apps > Setup Policies. In the Pinned Apps click on Add Apps, find Dynamics 365, and click on Add. In the Pinned Apps click on Add Apps, find Dynamics 365, and click on Add. Once added to the list you can move … Continue reading Hack #6: How to pin your Dynamics 365 Project Operations app in Microsoft Teams for all users?
Hack #4: Understand the difference between Project for the Web (solo) and Project for the Web inside Project Operations!
Dynamics 365 Project Operations leverages the technology/product called Project for the Web. But there are two versions of this product, one is the solo Project for the Web SKU and the other is Project for the Web embedded inside Dynamics 365 Project Operations. For simplicity, we will call them D365 PO and P4W! Even thought … Continue reading Hack #4: Understand the difference between Project for the Web (solo) and Project for the Web inside Project Operations!
Hack #3: How to navigate/use Leads in Dynamics 365 Project Operations
Deployment types: Lite deployment - deal to proforma invoicing and for resource/non-stocked based scenarios Despite the big debate about Leads (whether to use it with Opportunities or not), they can still help organize data when deploying a first-party app such as any Dynamics 365 Project Operations (or any module). Let's look at how they work … Continue reading Hack #3: How to navigate/use Leads in Dynamics 365 Project Operations
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