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.
Dynamics 365 Project Operations
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 #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 #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 #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 #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 #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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