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!
Author: D365Hacks
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
Hack #2: How to get the Task/WBS to work in D365 Project Operations?
If you cannot see the Task/WBS tab, here are some of the things that I do that always seem to help fix this issue quickly. Normally after trying these four things I am able to get it to work: Licensing: (System Admins can normally see and open Project Operations but if they don't have a … Continue reading Hack #2: How to get the Task/WBS to work in D365 Project Operations?
Hack #1: Where to start with Dynamics 365 Project Operations?
I see lots of people asking where they can start to learn more about Dynamics 365 Project Operations, and despite the fact that there are many great sources out there they are all scattered, so I decided to compile a list of resources to help you get started. First thing to know is that there … Continue reading Hack #1: Where to start with Dynamics 365 Project Operations?
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